Client Satisfaction & Referral — Update / setup form (auth-only) for Accounting / CPA. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

Your experience matters to us. A few quick questions help us serve you better — and if we’ve earned it, we’d be grateful for an introduction to someone who could use our help.

What it collects (by section):

• Your engagement — What we help you with [multi-select: Tax preparation / Bookkeeping / Payroll / Sales tax filings / Advisory/Planning / …]; The reports you rely on most [multi-select: P&L / Balance sheet / Cash flow / AR aging / AP aging / …].
• How we’re serving you — Where would you like more from us? [multi-select: Cash management / Pricing/Margin / Tax planning / Forecasting / Entity structure / …]; What you most want to keep an eye on [long text]; When you’d like your monthly numbers [dropdown: Day 5 / Day 7 / Day 10 / Day 15 / End of month / …].
• Looking ahead — Comments, compliments, or requests [long text].

Form type: Update / setup (up), auth-only. Niche: Accounting / CPA. Deployment: embed.

Best for / surface when: Accounting / CPA client workflow — client satisfaction & referral.