Customer satisfaction surveys are the fastest and easiest way for accountants and bookkeepers to capture, understand, and act on client feedback, before dissatisfaction turns into lost revenue.
That’s why we’ve built customer satisfaction (CSAT) surveys into our core membership, so all users can measure client satisfaction regardless of your plan - consistently, and in less than 5 minutes.
CSAT isn’t just feedback. It’s an early-warning system for revenue, retention, and referrals.
Regular client satisfaction checks help you uncover the details you need:
If feedback feels like effort, clients won’t give it. Socket’s CSAT surveys are designed to feel quick, seamless, and familiar.
Your clients receive a smart online survey link with their details pre-filled. They can complete it in seconds, and on any device.
Get client insights right when you need them, without adding extra tools, admin, or complexity.
Surveys are sent with your own practice branding and from your own email domain, just like proposals, with customisable email messaging to match your firm’s tone and brand
Understand what’s working, fix what isn’t.
All client feedback can be exported for team discussions and internal reporting, so client sentiment can be turned into clear actions that improve retention and service quality.
We'll keep you updated with news on exciting product launches and upcoming webinars.
