Who is ClearlyRated?

We are a leading provider of client satisfaction surveys for accounting firms.

ClearlyRated leverages the proven power of the Net Promoter® Score survey methodology to help public accounting firms harness the client experience to accelerate growth.

Our client survey program empowers you to:

  • Measure the client experience and diagnose service issues.
  • Identify and retain at-risk accounts while expanding through viable up-sell and cross-sell opportunities.
  • Differentiate from the competition and leverage the voice of the customer to acquire new business.

“ClearlyRated truly walks the walk and leads the way when it comes to client satisfaction. They are always going above and beyond to make their clients' lives a little easier.”

Marketing Supervisor, Lindquist LLP

Our client survey program is designed specifically for public accounting firms.

ClearlyRated's industry-specific survey strategy is driven by our annual accounting buyer and client research. Our team of survey experts combine accounting industry benchmarks with proven survey best practices to ensure maximum ROI on your survey investment.

With ClearlyRated, your firm will have access to:

  • Annual accounting client satisfaction benchmarks and industry data.
  • Real-time client feedback in the ClearlyRated reporting dashboard, with ability to segment data and trigger notifications.
  • A dedicated, experienced account manager with deep expertise in accounting client survey techniques and best practices.

ClearlyRated has their process together! From the researched questions to the dashboard to the best practice suggestions, the entire program is well thought out.”

Jenni Fleck Jones
Marketing & College Recruiting, Belfint Lyons Shuman

We help accounting firms credibly prove the quality of service they provide.

ClearlyRated empowers your firm to go beyond diagnosis with your client feedback - enabling you to leverage the client experience for growth.

Firms who survey their clients with ClearlyRated are also eligible to:

  • Compete for the Best of Accounting award - a designation reserved for service leaders as rated by their clients.
  • Translate client feedback into star ratings on their ClearlyRated.com profile.
  • Capture validated testimonials to leverage in marketing and proposal materials.

Every accounting firm touts excellent client service. But there’s a difference between believing it and being able to prove it.”

Jack Kolmansberger
CMO, Herbein + Company

We lead with results.

We practice what we preach, and survey our clients every month to ensure that we're delivering the value that we believe we are.

Of the public accounting firms who survey their clients with ClearlyRated: 

  • 96% report that their ClearlyRated investment has delivered a positive ROI.
  • 86% have identified an at-risk account through the ClearlyRated survey.
  • 93% find that the ClearlyRated program helps them differentiate from the competition.