New clients Google you before calling
Most people searching for an accountant online shortlist based on Google reviews before they make contact. Your rating is your first impression.
Accountants and Bookkeepers
After every tax return, your firm should grow.
Testimo sends a review request after every engagement -- then collects testimonials and referrals through a single client flow. One client. Multiple assets. All automatic.
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Did you know?
88% of people trust online reviews as much as a personal recommendation from a friend
New clients choose their accountant based on Google reviews and referrals before they ever call.
Sound familiar?
Referrals are your best source of new clients
Most accounting firms grow through referrals, but asking directly feels awkward. Testimo's Referral block makes it part of every client flow automatically.
Happy clients don't write testimonials unprompted
Your long-term clients would say great things about you if asked. Testimo's Testimonial block captures those words with permission, ready to use in proposals and your website.
Competitors look more established online
An accounting firm with 50 reviews and a 4.9 rating wins the search over one with 8 reviews, even if the quality of work is identical.
Testimo fixes all of this automatically.
Recommended Customer Flow
These blocks work best for your business type. Toggle them on in Settings in under 5 minutes.
Google Review
Every customer gets a direct Google review link
Testimonial
Customers write a testimonial for your website
Referral
Happy customers refer a friend
Three steps. More 5-star reviews.
Step 01
Engagement complete
Tax return lodged, BAS done, books reconciled. Add the client to Testimo or import your list.
Step 02
Review request sent
A professional message goes to the client with a direct link to your Google review page.
Step 03
Same link for every client
Every client receives the same Google review link. They can also send private feedback in parallel for anything that needs direct follow-up.
What this looks like for your business
A client's tax return is lodged. The review request goes out the same day. They leave a 5-star review mentioning how stress-free the process was. New clients find it when searching for accountants in your suburb.
A happy client refers their business partner through the flow after their BAS is done. The referral lands in your contacts. New client, no marketing spend.
A long-term client writes a testimonial about how much time you have saved them. You use it in your next proposal. It converts better than anything you could write yourself.
Features
Everything you need to grow your reputation
SMS and email review requests
Send a review link automatically after every job, by text or email, whichever your customers prefer.
Private feedback channel
Customers can send feedback directly to you alongside their public review so you can follow up fast.
AI reply suggestions
Respond to every review in seconds with AI-written replies that sound like you, not a robot.
QR code generator
Print a QR code for your van, reception desk, or invoice. Customers scan and review instantly.
Employee leaderboard
See which team members are generating the most reviews and motivate your crew to keep asking.
Website review widget
Embed your best Google reviews on your website to build trust with visitors before they call.
Questions from Accountants and Bookkeepers
Yes. Any professional services firm that completes engagements for clients can use Testimo to collect reviews and referrals automatically.
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