Collect Powerful Client Testimonials for Your Accounting Firm

Gather authentic client testimonials, service ratings, and sharing permissions for your accounting firm with this professional form template.

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Accounting Firm Client Testimonial & Service Experience Sharing Request Form

Your Full Name

· · ·

Email Address

· · ·

Phone Number

· · ·

Submit

The Accounting Firm Client Testimonial & Service Experience Sharing Request Form is designed to help accounting professionals capture genuine client feedback, star ratings, and written testimonials in a structured, professional way. It covers all essential details—from service ratings and NPS scores to specific team member shoutouts and detailed success story requests.

This template is ideal for CPAs, bookkeeping firms, tax advisors, and financial consultants who want to build social proof and showcase their expertise. With built-in sharing permissions, clients can specify exactly where their testimonials may be used—whether on your website, social media, or marketing materials—ensuring full transparency and compliance.

By using this ready-made form, you save time while presenting a polished, trustworthy experience to your clients. The optional photo upload and case study consent fields make it easy to gather rich content for your marketing efforts, helping you attract new clients and grow your firm with confidence.

3 Pages

18 Questions

~6min To complete

Free No credit card needed

Field types Multiple Choice ×2 Long Text ×2 Single Choice ×2 Full Name Email Phone Short Text Dropdown Star Rating Likert Scale NPS Score picturechoice File Upload termsandconditions Signature

Questions in this template

Free template

The exact questions included — customize any of them to fit your needs.

Page 1 Client Information 5 questions

Client Information

1 Your Full Name * Full Name

2 Email Address * Email

3 Phone Number Phone

4 Company / Business Name * Short Text

5 How long have you been a client? * Dropdown

Page 2 Service Experience & Testimonial 7 questions

Your Experience with Our Services

1 Which services have you used? * Multiple Choice

2 How would you rate your overall experience with our firm? * Star Rating

3 Please rate the following aspects of our service * Likert Scale

4 How likely are you to recommend our accounting firm to a friend or colleague? * NPS Score

5 Please share your testimonial or experience with our firm * Long Text

6 Is there a specific team member or service that stood out? Please describe. Long Text

7 Would you be willing to share a more detailed success story or case study with us? Single Choice

Page 3 Permissions & Submission 6 questions

Sharing Permissions

1 May we use your testimonial on our website? * Single Choice

2 Where do you consent to having your testimonial shared? * Multiple Choice

3 Would you like to upload a professional photo to accompany your testimonial? picturechoice

4 Upload your photo (optional) File Upload

5 I confirm that the testimonial provided is my honest opinion and I consent to its use as indicated above. * termsandconditions

6 Your Signature * Signature

How to use this template

Click "Use This Template Free" to open it in the FormBuilder editor. From there you can add, remove, or reorder fields with drag-and-drop, switch themes for instant restyling, add your logo, configure email notifications, and set your success message. When ready, publish with a unique link and start collecting responses immediately.