{"id":61566,"date":"2025-05-23T08:00:00","date_gmt":"2025-05-23T13:00:00","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=61566"},"modified":"2025-05-12T12:51:08","modified_gmt":"2025-05-12T17:51:08","slug":"google-review-templates-for-tax-pros","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/google-review-templates-for-tax-pros\/","title":{"rendered":"Google review templates for tax pros"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Whether you&#8217;re in post-tax season or any other time of the year, your marketing shouldn\u2019t go quiet. Any time is the perfect time to ask happy clients for a quick Google review.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Why? Because your service is still fresh in their minds\u2014and the easier you make it, the more likely they are to follow through.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-x-large-font-size\">Why reviews matter<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">If you have a Google Business Profile, review matter because they:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Improve your local search ranking.<\/li>\n\n\n\n<li>Build trust with prospective clients.<\/li>\n\n\n\n<li>Showcase your expertise and responsiveness during the busiest time of year.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading has-x-large-font-size\">How to make it happen<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A handful of fresh reviews can go a long way in helping you stand out during the slower summer months.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Send a short, friendly email with a direct link to your Google review page.<\/li>\n\n\n\n<li>Ask specific clients who gave you positive feedback during tax season.<\/li>\n\n\n\n<li>Use a simple prompt such as: \u201cHow did we do this tax season? Your feedback helps others find us and helps us improve.\u201d<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>From one of my clients, \u201cThank you for straightening out my Google business account and giving me directions as to how to post there. I already have at least one new business client from<\/em> it.\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Pro tip:<\/strong> Include a reminder in your post-tax email wrap-up or newsletter!<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-x-large-font-size\">Sample email template: Requesting a Google Review<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Subject Line Options (choose one):<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Quick favor? Share your experience with us<\/li>\n\n\n\n<li>How did we do this tax season?<\/li>\n\n\n\n<li>Help others find a trusted CPA\u2014leave us a quick review<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Body:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Hi [Client First Name],<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Now that tax season is behind us, we just wanted to say thank you again for choosing [Your Firm Name]. We truly appreciate your trust and the opportunity to work with you.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you had a positive experience, would you mind taking a minute to leave us a quick review on Google? Your feedback helps others find reliable accounting help when they need it most.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">[Insert Your Google Review Link Here]<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You don\u2019t have to write a novel\u2014even a sentence or two goes a long way.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Thanks again,<br>Your Name, Title<br>Your Firm Name<br>Phone Number | Website URL<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-x-large-font-size\">How to get your Google Review link<\/h2>\n\n\n\n<p class=\"has-large-font-size wp-block-paragraph\"><strong>Option 1: Use your Google Business profile<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <a href=\"https:\/\/business.google.com\/\" target=\"_blank\">https:\/\/business.google.com\/<\/a>.<\/li>\n\n\n\n<li>Sign in with the Google account that manages your business.<\/li>\n\n\n\n<li>In the dashboard, select your business profile.<\/li>\n\n\n\n<li>On the left sidebar or in the main dashboard, find and click on \u201cAsk for reviews.\u201d<\/li>\n\n\n\n<li>A box will pop up with your unique review link.<\/li>\n\n\n\n<li>Click \u201cCopy Link.\u201d<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">That\u2019s your direct link! When clients click it, they\u2019ll go straight to your review page.<\/p>\n\n\n\n<p class=\"has-large-font-size wp-block-paragraph\"><strong>Option 2: Use Google Search (fast &amp; simple)<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Google your business name.<\/li>\n\n\n\n<li>If you\u2019re logged into your business account, you\u2019ll see a Google Business Profile dashboard appear directly in search results.<\/li>\n\n\n\n<li>Click \u201cGet more reviews.\u201d<\/li>\n\n\n\n<li>Copy the shortened review link.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading has-x-large-font-size\"><strong>Top WordPress plugins to display Google Reviews<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">If you have a WordPress website, add a \u201cClient Testimonials\u201d page and use a WordPress plugin to pull in your most recent Google reviews automatically. You can also place the review widget on your homepage or service pages to increase credibility.<\/p>\n\n\n\n<h4 class=\"wp-block-heading has-large-font-size\"><a href=\"https:\/\/wordpress.org\/plugins\/wp-google-review-slider\/\" target=\"_blank\"><strong>WP Google Review Slider<\/strong><\/a><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Best for:<\/strong> Displaying reviews in a clean, slider, or grid format.<\/li>\n\n\n\n<li><strong>Features:<\/strong>\n<ul class=\"wp-block-list\">\n<li>Pulls in Google (and Facebook\/Yelp) reviews.<\/li>\n\n\n\n<li>Customizable slider and layout styles.<\/li>\n\n\n\n<li>Filter out low-star reviews.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Free version is available<\/strong>, with a Pro version for more display options.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading has-large-font-size\"><a href=\"https:\/\/wordpress.org\/plugins\/widget-google-reviews\/\" target=\"_blank\"><strong>Plugin for Google Reviews<\/strong><\/a><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Best for:<\/strong> Simplicity and ease of use.<\/li>\n\n\n\n<li><strong>Features:<\/strong>\n<ul class=\"wp-block-list\">\n<li>Direct integration with your Google Business Profile.<\/li>\n\n\n\n<li>Real-time sync of your latest reviews.<\/li>\n\n\n\n<li>Shortcode support to add reviews to any page or sidebar.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Lightweight<\/strong> and suitable for speed-conscious sites.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading has-large-font-size\"><a href=\"https:\/\/wordpress.org\/plugins\/review-widget-google\/\" target=\"_blank\"><strong>Trustindex \u2013 Google Reviews Widget<\/strong><\/a><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Best for:<\/strong> Multiple layout templates and branding options<\/li>\n\n\n\n<li><strong>Features:<\/strong>\n<ul class=\"wp-block-list\">\n<li>Over 25 widget styles and 16 pre-designed layouts.<\/li>\n\n\n\n<li>Easy customization of fonts, colors, and review filters.<\/li>\n\n\n\n<li>Supports schema markup for SEO benefits.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading has-x-large-font-size\">Pro tips<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Add your Google review link to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Post-tax season emails.<\/li>\n\n\n\n<li>Email signatures.<\/li>\n\n\n\n<li>Thank you pages.<\/li>\n\n\n\n<li>Social media bios (<a href=\"https:\/\/www.canva.com\/design\/DAGkn_Qdsb8\/paPE9fRZ1pQbYX3bgStzJw\/view?utm_content=DAGkn_Qdsb8&amp;utm_campaign=designshare&amp;utm_medium=link&amp;utm_source=publishsharelink&amp;mode=preview\" target=\"_blank\">download a free LinkedIn post<\/a>).<\/li>\n\n\n\n<li>QR codes on printed materials.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading has-x-large-font-size\">Keep the momentum going<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The end of tax season doesn\u2019t mean the end of client engagement. By asking for Google reviews now\u2014while your value is still fresh in your clients\u2019 minds\u2014you\u2019re setting your firm up for stronger visibility, better trust, and more opportunities year-round.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Whether it\u2019s a simple email, a link in your signature, or a glowing testimonial featured on your website, a little nudge can go a long way.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Make it easy.<\/li>\n\n\n\n<li>Make it timely.<\/li>\n\n\n\n<li>Make it part of your post-season workflow.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Your next great client might be one review away.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Editor&#8217;s note: <\/strong>This <a href=\"https:\/\/penheel.com\/ask-for-a-google-review-templates\" target=\"_blank\">article<\/a> was previously published by Becky Livingston of Penheel Marketing.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Asking your clients for a review is a matter of &#8220;just asking&#8221; and communicating to them in a clear manner. Get helpful tools in this article from Becky Livingston.<\/p>\n","protected":false},"author":144649159,"featured_media":61568,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_reviewed_by_select":[],"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","customModifiedDate":"","_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"{title}\n\n{excerpt}\n\n{url}","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"categories":[561584],"tags":[605132289],"intuit_collection":[],"intuit_series":[],"coauthors":[646041973],"class_list":["post-61566","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-client-relationships","tag-marketing"],"header_image":"","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.4 (Yoast SEO v28.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Google review templates for tax pros - Tax Pro Center | Intuit<\/title>\n<meta name=\"description\" content=\"Asking your clients for a review is a matter of &quot;just asking&quot; and communicating to them in a clear manner. 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