Accounting partners capture post-payment feedback
Accounting partners capture post-payment feedback
Accounting partners assigning payments miss client feedback, risking billing disputes and lost retention. This workflow sends a survey shortly after assignment so partners capture feedback while it's still actionable.
Overview
Partners at small accounting firms often miss feedback windows after payments, which leads to billing disputes and client churn. This workflow sends post-payment surveys after assignment and logs responses into client records, ensuring feedback is captured while it's actionable and preventing missed follow-ups.
Notable Features
- Send satisfaction surveys after payments
- Wait configurable delay before sending
- Log responses into client records