Make switching accountants feel safe

How it works

1. 1

   Share one link

   You get a single link. Send it by text or email to a client whose work went well.

2. 2

   They write it, in a minute

   No account, no app, no password. They rate you, write a couple of lines, and they are done.

3. 3

   You approve what appears

   Nothing is public until you say so. Approve the good ones and they appear on your website automatically.

When to ask

After the first filing you handle for them, when the outcome is clear.

The single biggest reason accountants have no testimonials is that nobody asks while the work is still fresh, not that clients are unwilling.

Questions that get a real answer

“Please leave a review” produces “great service”, which persuades nobody. Ask something specific instead:

• What made you look for a new accountant?
• How was the changeover handled?
• What do you get now that you did not before?

What good looks like

An example of the kind of thing accountants collect with Exalted.

Illustrative, not a real client. Every testimonial Exalted publishes is written by a real person and approved by the business owner.

Your reputation, as a ladder

Approved testimonials move you up a tier. It gives you a reason to keep asking, and it gives visitors a shorthand for how established you are.

Pricing

Starter is $9 a month or $85 a year. Pro is $19 a month or $180 a year. Both start with a 14-day free trial and neither asks for a card to begin.

Worth reading before you ask

• What a September rate hike does to the quotes you sent in May
• What ninety dollar oil has to do with your testimonials
• What to do when a client leaves you a bad review

More on the blog.