Should we only ask during tax season?
Ask whenever the work is finished: when a return is filed, books are closed, or a notice is resolved. Year-round clients can get the card after any finished piece of work.
How do we reply without revealing anything about a client?
Keep replies general: thank the reviewer and invite them to call. Never mention their return, refund, business or finances, even if they did. Member reports include reply drafts written that way.
Can each preparer or CPA have their own listing?
In many cases Google allows individual practitioners their own profile alongside the firm's. We look at how your firm works and recommend the right setup.
How does verification work for an accounting firm?
Like any office: Google chooses the method, often a short video or a mailed postcard to your office address. Seasonal or shared offices can take extra steps.
Will the report show what clients praise or complain about?
Yes. If reviews keep mentioning turnaround time, communication or fees, the report shows those patterns.
Is there anything we should avoid asking customers?
Yes: never ask for a specific star rating or wording, never offer anything in return for a review, and never ask only the customers you think are happy. The card simply makes it easy for everyone to leave an honest review.