Make your
2026 plan feel complete.
Year-end is the time to celebrate wins, thank your partners, and set new goals. It’s also the perfect opportunity to invite your customers into the conversation.
Turn customer feedback into clear signals to shape a stronger service, with ClearlyRated.




What will be different?
Starting the year right
Internal metrics and team insights are essential, but they’re only part of the story.
Without structured customer feedback, it’s easy to overlook:
- Which relationships are ready to grow
- What your best clients value most
- Where a small improvement could mean a big renewal
- Which teams are quietly creating standout experiences
You’re already doing the hard work. Customer insight makes it even smarter.
We help you listen at scale, and turn that into a 2026 plan grounded in the people you serve.
- NPS® and CX programs tailored to professional service firms
- Segmented insights by client, team, location, or service line
- Benchmarks and trends to see how you stack up and where to aim next
- Tools to celebrate promoters and support at-risk accounts
Turn customer cheer into 2026 momentum.
Use real feedback to thank clients, close loops, and deepen trust going into the new year.
Align leadership around what matters most to your customers, not just what is important internally.
Bring NPS®, testimonials, and benchmarks into proposals and pitches to stand out and win more work.
Show your team and your clients that their voices genuinely shape what you do next.

Invite your customers into your planning season.
Listen thoughtfully - Launch or refresh your NPS® and feedback program with ClearlyRated - timed to your year-end or Q1 planning cycle.
Review together - Bring key insights, benchmarks, and themes into leadership meetings so everyone sees the same customer story.
Act with confidence - Set 2026 priorities, investments, and improvement plans that reflect the people who rely on you most.
Why is ClearlyRated the Right Choice for your Accounting Firm?





TESTIMONIALS
Leading B2B services industry leaders love ClearlyRated!

Integrate with your daily apps
ClearlyRated seamlessly integrates with your CRM, ATS, or data management system to make survey collection a breeze. Say goodbye to manual tasks—watch as contact lists are compiled and survey sends are scheduled automatically, all within your current tools
Give your customers a real seat at the table.
















