Surveys & Feedback Calls for CPA Firms

{"faqs":[{"answer":"Yes. AI-generated voices are treated as artificial voices under the TCPA, so prior express consent is required. We review your list source and consent records before any campaign launches, apply AI disclosure on every call, honor keyword opt-outs like STOP and REVOKE, and respect state-specific quiet hours. Campaign requirements vary by location and contact type, so we recommend obtaining appropriate legal guidance before launch.","question":"Can we run client satisfaction surveys after tax season without violating TCPA rules?"},{"answer":"Outcomes, follow-up requests, and notes route back into the CRM and scheduling tools you already run. Hot feedback items transfer to your team live or land in your CRM, and you receive a dispositioned contact list, outcome counts, and a completion/coverage report.","question":"How do survey results get back into our practice management software?"},{"answer":"Calling starts at 9¢ per connected minute, tiered by volume. Most campaigns add a one-time setup and a flat monthly management fee, both quoted before launch. There are no per-seat charges, no platform bill, and no minimums you did not choose. The first campaign review is free.","question":"What does a feedback calling campaign cost for a small CPA firm?"},{"answer":"It starts with a campaign review built around one clear goal, then a list and consent review, script and escalation approval — nothing launches until you approve it. Most of the timeline depends on how quickly your list and consent records are ready; once approved, calls run in your approved calling windows with outcomes monitored in real time.","question":"How long does it take to launch a client survey campaign?"},{"answer":"You're buying a managed campaign, not adding labor. We run the calls for you against approved, permissioned lists only, with the rate locked for the campaign and no per-seat charges. You get a named outcome report with disposition codes instead of anecdotes, and opt-outs are logged and honored immediately — something temp staff rarely track consistently.","question":"How is this different from hiring a temp or using an in-house staff member to make feedback calls?"}],"steps":[{"step":"1","title":"Campaign review","gradient":"from-orange-500 to-red-500","description":"Start with the goal: what do you need the feedback call to accomplish? We scope the survey around one clear outcome and quote the whole campaign before it launches."},{"step":"2","title":"List, consent, and script approval","gradient":"from-yellow-500 to-orange-500","description":"We review your client list source and consent records, draft the survey script and escalation path, and nothing launches until you approve."},{"step":"3","title":"Launch, monitor, and route outcomes","gradient":"from-green-500 to-emerald-500","description":"Calls run in approved windows while you monitor outcomes in real time. You receive a dispositioned contact list, outcome counts, routed follow-ups, and completion report — feedback lands in your CRM, ready to act on."}],"ctaText":"Plan My Campaign — get your survey campaign quoted before launch, from 9¢ per connected minute.","eyebrow":"AI Feedback Calls","benefits":[{"icon":"Target","title":"One clear goal, quoted before launch","gradient":"from-emerald-500 to-teal-500","description":"Run structured post-engagement survey calls that route dispositioned feedback (e.g., satisfied, needs follow-up, opt-out) directly into your CRM or practice management system, enabling your team to act on client sentiment about tax return delivery or CAS engagement without adding to staff workload during peak periods.","proof_point":"CPA firms reported a median 6.7% increase in total net client fees over the prior year in the 2025 AICPA MAP Survey, making retention insights from structured feedback critical to protecting revenue growth."},{"icon":"Shield","title":"Compliance-forward by design","gradient":"from-cyan-400 to-purple-400","description":"AI disclosure on every call, keyword opt-outs (STOP and REVOKE) honored immediately, DNC requests carried across all campaigns, and state-specific quiet hours respected — critical for firms handling sensitive financial relationships.","proof_point":"Opt-outs logged and honored immediately"},{"icon":"TrendingUp","title":"Real numbers, never invented ones","gradient":"from-blue-500 to-purple-500","description":"We report what actually happened — outcome counts, dispositioned contact lists, completion and coverage reports. No invented metrics, no inflated ratings, so you can act on honest client feedback. With firms reporting a median 6.7% increase in total net client fees per the AICPA MAP Survey, retention insight is worth protecting.","proof_point":"Named outcome report with disposition codes"}],"features":["Structured Surveys & Feedback campaigns with one clear outcome per campaign","Named outcome reports with disposition codes, per-call notes, and follow-up requests","AI disclosure on every call — recipients can request a human or opt out","Keyword opt-outs (STOP and REVOKE) honored immediately and logged","Multi-Language Outbound Campaigns, with Spanish most common, for diverse client bases","Hot feedback items transfer to your team live or land in your CRM"],"headline":"Hear What Your Clients Won't Tell You at Tax Season","problems":[{"icon":"AlertTriangle","stat":"Top issue for small firms","color":"from-red-500 to-pink-500","title":"Client communication gaps during tax season lead to missed retention opportunities","description":"During peak tax season, CPA firms experience a increase in client inquiry volume (per AICPA MAP Survey), overwhelming staff and causing delayed responses to post-engagement feedback requests. This communication lag prevents firms from identifying dissatisfaction with tax return turnaround time or client accounting advisory services (CAS) until clients have already disengaged, contributing to the industry-wide challenge where of client attrition occurs silently after busy season without structured follow-up."},{"icon":"Users","stat":"50+ hours per week","color":"from-orange-500 to-yellow-500","title":"Staff burnout makes proactive outreach impossible","description":"Burnout risk rises significantly when employees average more than 50 hours per week and increases further beyond 60, according to IRIS Global — leaving no capacity for post-engagement survey calls or client retention check-ins."},{"icon":"DollarSign","stat":"salary increase","color":"from-yellow-500 to-green-500","title":"Rising labor costs squeeze client retention budgets","description":"Labor costs are the most pressing inflationary risk factor for accountancy businesses in the US, and median new-graduate salaries rose almost to $60,834 per the AICPA — making manual feedback calls an increasingly expensive luxury."}],"quickWins":["Automate reminder calls for document submission deadlines during tax season to reduce last-minute rushes and improve engagement staffing and scheduling efficiency.","Run compliance check-in calls with AI disclosure to confirm client consent for electronic delivery of sensitive financial statements, honoring opt-outs immediately and logging DNC requests per TCPA standards."],"subheadline":"Run structured AI-powered survey and feedback calls against your approved client lists — from 9¢ per connected minute — without adding a single hour to your team's busy season.","problemTitle":"The Feedback Gap Costing CPA Firms Quietly","testimonials":[{"quote":"After tax season, we launched a feedback campaign targeting clients who filed extensions. Every call was logged with a disposition code and notes sent to our CRM — we finally saw which clients were frustrated with review queue delays, all without pulling our engagement staff off deadline work.","title":"Managing Partner","author":"Dana Whitfield","business_type":"CPA Firm"},{"quote":"They reviewed our consent records before anything launched and told us plainly which parts of our list wouldn't support the campaign. The rate was locked up front and the outcome report showed exactly what happened — no inflated numbers.","title":"Owner","author":"Marcus Oyelaran","business_type":"CPA Firm"},{"quote":"Our post-engagement survey calls now run in approved windows with AI disclosure on every call. Clients who want a human get one, and opt-outs are honored immediately. It's the compliance discipline we needed for a financial practice.","title":"Practice Manager","author":"Priya Raghunathan","business_type":"CPA Firm"}],"whyDifferent":["Managed service, not software — you buy campaigns that we run for you","Only approved, permissioned, or reviewed lists; we check consent records first","We tell you plainly if your list won't support the campaign, before you spend anything","One clear goal per campaign, quoted before launch — no surprise fees","Rate locked for the campaign; no per-seat charges or platform bill","Opt-outs logged and honored immediately, with DNC carried across campaigns","We report what actually happened — no invented numbers, ever","Outcomes route back into the CRM and scheduling tools you already run"],"benefitsTitle":"Why CPA Firms Choose My AI Call Center","solutionTitle":"How My AI Call Center Surveys Your Clients Without Adding Staff","internal_links":null,"solutionPoints":["Done-for-you managed campaigns — you buy campaigns that we run for you, never software to learn or staff","Every call runs against approved, permissioned, or reviewed lists with consent records checked before launch","Outcomes route back into your CRM with disposition codes, per-call notes, and follow-up requests"],"socialProofText":"No invented numbers — we report what actually happened. The first campaign review is free, and the full cost is known before you approve launch.","problemHighlight":"Silent client churn","solutionSubtitle":"A done-for-you managed calling campaign that gathers structured client feedback for your CPA firm — one clear goal per campaign, quoted before launch.","headlineHighlight":"Won't Tell You","research_keywords":["CPA firm phone answering service","accounting firm virtual receptionist","tax season call overflow handling","CPA firm client communication solutions","answering service for accountants","bookkeeping client intake automation","CPA firm workflow automation","AI for accounting firms","tax preparation client portal","CPA firm scheduling software","accounting firm staff burnout solutions","small CPA firm technology strategy","24/7 answering service for tax deadlines","CPA firm client retention","accounting practice management software"],"solutionDescription":"My AI Call Center runs structured Surveys & Feedback campaigns against your approved, permissioned client lists only. You tell us what you need the call to accomplish — whether that's post-engagement satisfaction, service quality feedback after tax season, or input before a renewal conversation — and we scope the campaign around that one clear outcome. Your team never picks up the phone, yet every disposition, note, and follow-up request routes back into the CRM you already run.","research_sources_count":9}