Client Retention Intelligence for Accounting Firms & CPAs

Unhappy Clients Don’t Complain
— They Just Switch Accountants.

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Know Which Clients Are At Risk — Before It’s Too Late

Get ongoing visibility into client satisfaction, so you can act early, retain more clients, and strengthen your reputation at the same time.

  • Identify dissatisfied clients while there’s still time to fix any problems.
  • Source honest feedback (most clients won’t tell you directly.)
  • Resolve issues while the working relationship is still intact.
  • Turn satisfied clients into consistent 5-star reviews, which lead to new client interest!

Designed for Accounting Firms Who Value Client Retention

This is for firms that want visibility, not guesswork, and understand the value of keeping their clients.

  • Firms with an established small business client base
  • Practices managing 100+ active clients
  • Teams wanting to reduce silent ‘client churn’
  • Partners who want to avoid surprises at renewal time

The Review Investigator Method

A structured process to identify risk early, protect client relationships,
and turn satisfaction into growth.

1. Detect

Uncover How Clients Really Feel. Identify client sentiment early — including concerns that would otherwise go unspoken.

2. Segment

Know Who Needs Attention. Clearly distinguish between dissatisfied and satisfied clients, so you can act with confidence.

3. Restore

Resolve Issues Before Clients Leave. Address concerns while there’s still time to strengthen the relationship and retain the client.

4. Amplify

Turn Happy Clients Into 5-Star Reviews. Convert positive feedback into public reviews that attract new business.

It Builds Your Reputation, too.

  • Review Investigator “rescued” thirteen unhappy clients and gained us sixteen 5-star reviews and one 4-star review.
    Kenina – Pathfinder +More
  • With the steady flow of 5-star reviews we’ve lifted our total review count to 361 with a rating of 4.9 stars.
    Warren – KCH

Stop Guessing. Start Knowing.

With Review Investigator you could identify at-risk clients before they leave,
and generate 5-star reviews from your satisfied clients.

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Stop Clients Quietly Leaving, and Turn Your Best Clients Into 5-Star Reviews

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