Jul 8 2021 / Client Management

Best Email Examples for Requesting a Client Review After Tax Season is Over

Best Email Examples for Requesting a Client Review After Tax Season is Over
Lisa Chaud

Lisa Chaud

7 Min

A staggering 95% of customers read reviews before they make a purchase, but learning how to ask for a review is an art. Customers today receive review requests in their inbox all the time. Learning to make your review request email stand out is key to possible conversions.

When you grow your customer base through reviews, you’ll grow your accounting practice without incurring any additional costs.

It’s a win-win for all parties involved.

Follow these quick tips to help increase the chances of your review request email being successful.

The Importance of Asking Customers for Reviews

Reviews carry a lot of weight with consumers. The word of other people will hold more weight than what you have to say about your business. Customers know that you need to say that your business is the best and that you need to make sales.

And these customers will go online to receive recommendations.

One survey of customers aged 18 to 34 found that 91% of respondents trusted reviews from complete strangers online as much as a personal recommendation.

If you’re not asking for feedback, you’re holding your business back from potential sales. The key is to send a customer review request email shortly after the tax season ends. 


  • The customer experience is still fresh.
  • Customers will be happy to provide reviews.

Your customers almost expect a review request email, and if they’ve been considering leaving a review, this is a small nudge to actually sit down and write a review of their experience.

How to Ask Customers for Reviews

While you can send out automated emails with a request for review, you should have multiple strategies for receiving reviews. Customers like steady feedback about businesses, and if the last review for your business was from years ago, it will hold much less weight than a recent review.

Recent reviews benefit your business by:

  • Building trust
  • Increasing search rankings

If you’re struggling to find multiple ways to ask for reviews outside of your customer review request email, the following options work well:

  • In-person: When you’re wrapping up with a client, ask them if they would mind leaving a review of their experience
  • Phone: A follow-up call to ask how the person’s experience was or a short text message asking for the person to review their experience works very well when you need reviews.
  • Website: Your website is a great medium for reviews. Create a simple reviews page that you can direct customers to.
  • Email: A powerful tool to ask for reviews. You can send out an email blast, leave links to review pages in your email signature, or send personal or company emails asking for honest reviews of the service the person received.
  • Social media: Customers get busy, and even if they mean to leave reviews, they’ll often put it off. You can use social media, such as a Facebook or LinkedIn post, to ask if past customers could please leave a review.
  • Thank you pages: If you have an online payment portal or some way for your customers to order your service off your website, you can ask for reviews right on the “thank you” page.
  • Receipts/invoices: At the end of a receipt or invoice, don’t forget to ask the person to leave a review.

Oftentimes, all it takes is a simple “please leave us a review” text message or email to convince customers to leave reviews about their experience. 

Review Request Email Examples You Can Learn From

Asking customers for reviews is a lot easier than you think. Email is the perfect opportunity to ask for reviews because the average person opens their inbox 15 times per day. It’s the perfect medium for asking for a review, and it can be highly automated using templates.

An ask for a review can be sent out using one of three key forms of email:

Email Blast

An email blast is an email that is sent out to your entire email list. Ideally, this list would be refined down to only customers so that it’s at least relevant. You don’t want to send this email to prospects.

Your email can ask the person to leave a 1 –10 rating, or you can include a brief message.

Your email blast email may look something like this:

Hi [name],

It was a pleasure working with you. 

I welcome any feedback you have. If you feel inclined, I would be grateful if you would leave a positive review on Facebook (+link.) or fill out our survey (+link).

Thank you 

If you want to make it less confusing for the reader, you want to be sure to include only one review link. A good option is to rotate links so that you have a new, fresh list of reviews on multiple platforms.

Personalized Email

Want to really impress the person? A personalized email will do the trick. When you send a personalized mail, people feel special and are more likely to leave a review.

An example of a personalized email is:

Hi [name],

I sure enjoyed getting to work with you and helping you to achieve X goal.

I would like to find more clients just like you! Would you be willing to leave me a review on (tell them where)?

Also, if you know of anyone who is looking for support in (enter your expertise and niche), I would appreciate it if you would send them my way. (If you have a referral perk, enter that here too).

(Also consider telling them what they can expect next in your work with them: We will be in touch in December with information on working together again next tax season.)

Thanks again for being an amazing client!

Tips for Requesting a Review

Not sure how to ask for a review? A few tips can go a long way in increasing your chances of getting people to actually leave reviews. An email template asking for reviews can help, but when you customize your request, it will improve conversions greatly.

Here are a few tips that increase conversions when asking for a review via email:

  1. Keep it short and sweet. If your email is too long, recipients won’t read it. You want to write a short message with a clear call to action.
  2.  Brand your email. If your email isn’t easy to recognize as being from your company, conversions will plummet. Create a basic customer review email template that includes your company logo and branding to make sure there’s cohesion across all emails sent.
  3. Make reviews and ratings easy. Use icons or links that direct the recipient directly to where they need to go to leave a review. When possible, ask for a star rating prior to a written review to further increase conversions.
  4. Offer rewards. You can offer rewards, such as a discount, when a person leaves a review, but be sure to make it clear that everyone will receive the reward whether the review is positive or negative.
  5. Personalize. Email blasts are fine, but you want to add a personal touch. Include the recipient’s name and any personal details that you can to make the emails that you send personable.

Wrapping Up: Requesting Client Reviews

Requesting a review from clients is almost expected. Businesses recognize the power of reviews, and clients will often leave reviews, especially if you give them a little nudge. Using the tips and examples above will allow you to quickly and effectively ask for a review.

Lisa Chaud

Lisa Chaud

Lisa is a marketer at TaxDome. As someone who strives to provide the TaxDome community with the freshest data, she dives deep when conducting market research for accounting and bookkeeping industries. Her enthusiasm for all things accounting is matched only by her dedication to leading a physically active lifestyle that includes dancing and running.

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