Accountant and Tax Pros Strategies for Increasing Customer Loyalty

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As an accountant or tax professional, customer loyalty is critical to ensuring your business's success. You can increase customer loyalty, referrals, and repeat visits by building client relationships and providing excellent service. Today, any firm must place a high priority on maintaining customer loyalty. Gaining new customers is essential for growing a company's presence and clientele. But, customer retention is essential to corporate success because gaining new customers costs seven times more than keeping an existing customer.

In today's competitive market, it's not enough to provide quality services – you need to go above and beyond to earn your customers' trust and loyalty. Fortunately, there are a variety of strategies that accountants and tax pros can use to increase customer loyalty and retention. From providing exceptional customer service to utilizing technology to improve the customer experience, this post will explore several effective strategies for building a loyal customer base. By implementing these strategies, you can ensure that your new client remains satisfied and loyal for years to come, ultimately helping to grow your business and build a positive reputation in your industry.

The importance of client service

Client service is vital to increasing customer loyalty and should be the top priority for accountants and tax pros. Providing excellent customer service starts with establishing trust, empathy, and a rapport with an existing client, allowing them to feel comfortable discussing their financial situations. Additionally, it’s essential to communicate information about fees, services, timelines, etc., so clients have clear expectations throughout the process.

Adding value by offering your advice and expertise when appropriate is also beneficial. Educating customers on personal finance topics or other accounting/tax process aspects can help build trust and demonstrate your knowledge and capabilities as an accountant or tax pro. Providing additional services, such as budgeting tips or guidance on maximizing financial returns, is another way to stand out and increase customer loyalty.

By providing exceptional customer service, accountants and tax pros can foster a lasting relationship with their clients that will ensure they remain loyal for years.

Consider the following Nine strategies to increase client loyalty for your accounting firm.

Offer Discounts

Giving discounts to regular clients is a beautiful way to express gratitude and foster greater patron loyalty. Discounts can be offered on services, merchandise, or both. For example, you could offer a 5% discount to clients who have been with your firm for three or more years. Additionally, consider offering a referral program that rewards new and existing clients for referring their friends. This will help you acquire new clients while rewarding loyal ones simultaneously.

Reward Customers and Create Loyalty Tiers

Rewards programs are an effective way to show appreciation for your customers and encourage them to remain loyal. For example, you could establish loyalty tiers based on purchase history or frequency of visits. Customers can be eligible for additional discounts and rewards as they move up in the loyalty tiers. This program encourages customers to return more often and spend more money with your business.

You could also offer exclusive discounts or early access to new products as a reward for being a loyal customer. Consider hosting loyalty events such as seminars, workshops, or webinars that provide valuable information about personal finance topics or other aspects of the accounting process. Rewards programs like these help foster a strong relationship between you and your customers, making them feel valued and appreciated.

Encourage Referrals 

Encouraging referrals is a great way to increase customer loyalty and acquire new clients. Word-of-mouth advertising remains one of the most effective methods for businesses to gain customers, and leveraging existing relationships with loyal clients can be particularly beneficial. Consider rewarding clients who recommend your company to their friends and family with discounts or other benefits. This will assist you in gaining new consumers while also thanking those who have been long-term loyal customers. 

Use a CRM for leads and client Management

Customer Relationship Management (CRM) software is a great way to help manage leads and existing clients. A CRM system can store client data and offer various tools for tracking customer interactions. This can make it easier to stay in touch with customers, respond to inquiries, and follow the performance of different marketing campaigns.

CRMs can also help you track customer loyalty programs, such as rewards points or discounts. Having this information at your fingertips makes it much more efficient to organize promotions and reward loyal customers quickly and easily. Many CRMs offer features like email automation that allow you to send personalized messages based on previous client interactions. This helps ensure that customers feel acknowledged and appreciated while providing you with an efficient way to stay in communication.

By utilizing a CRM system, accountants and tax professionals can ensure customer loyalty is always at the forefront of their business strategy. This will ensure that customers remain satisfied and loyal to your firm.

Communicate regularly with customers

Regular communication is vital when it comes to increasing customer loyalty. You should strive to contact clients throughout the year, not just during tax season. This can be done through email, text messages, or even phone calls. Update them on changes in the industry that might impact their financial situation, such as new laws or regulations, and provide advice and guidance where appropriate.

Also, send client-only newsletters or announcements regarding industry events and developments that could help them save money and make informed financial decisions. Additionally, responding promptly to any queries customers may have about their taxes and other services you offer will show your commitment to providing excellent service and demonstrate your ability to meet their needs promptly. 

Finally, don’t forget to thank your customers for all their business throughout the year. Showing appreciation is a great way to foster customer loyalty and make them feel valued by your firm.

Remember Their Special Days

Remembering your customers' special days, such as birthdays and anniversaries, is a great way to demonstrate your commitment to customer loyalty. Sending personalized cards or gifts on these occasions shows them that you think about them and appreciate their business. Moreover, it can help build a stronger connection with clients and give them the feeling that you genuinely care about them as individuals. You could also consider offering exclusive discounts or other benefits during customers’ important days to show appreciation for their loyalty further. Doing so will make customers feel valued and appreciated, increasing their likelihood of remaining loyal to your firm.

Provide Flexible Payment Options

By offering flexible payment options, you allow clients to pay in a way that best suits their needs while increasing the likelihood of them using your services again. If you can accept credit cards as payment, research the fees associated with this option and include those costs in your pricing structure accordingly. Other options include installing payments or discounts for paying upfront in full or for repeat customers who use your services regularly.

Additionally, you can offer loyalty programs to customers who continue to use your services year after year. These may include discounts on services or products, free consultations, and other rewards that will make them feel appreciated while encouraging them to stick with you.

Beat Deadlines on Client Projects

Client deadlines that are missed or delayed can be upsetting for everyone involved in the project, not just the client. Consider managing your time more effectively and increasing efficiency when working on client tasks. When it comes to project deadlines, take into account the following:

  • Being honest about timelines is the best way to handle customer expectations.
  • Be honest about how long a task or project will take.
  • Once you've committed to a deadline, stick to it or, even better, aim to finish it on time.
  • Adopt distinct marketing and operational strategies for excellent client retention during tax season or other busy times.
  • An effective leader can help optimize team performance by ensuring better time and resource management. A superb manager or development lead can make a difference.
  • Your ability to complete customer projects ahead of schedule will increase your brand reputation and present new opportunities.

Audit your efforts 

You must audit your service like a client's account to ensure everything is in order. There are various approaches you can take to do this:

  • Ask for feedback: One of the most excellent options you can do is to inquire about your performance from the audience you are serving. To obtain an indication of how you're doing, send out a 12-month or quarterly satisfaction survey. Nevertheless, you may schedule sessions with select clients and solicit feedback at those times.
  • Automate the review process: Many businesses encourage customers to grade their service in online reviews that can be seen on Google My Business and other forums. The evaluation process can be automated with the help of many marketplace providers.
  • If you have metrics, look at them: There is a reporting mechanism for using a help desk or something similar. The majority keep track of things like the average time it took you to react to a request, the average time it took to fix the problem, and the average number of messages sent.

Any technique will work, but it's ideal if you can combine several. The combination of sources provides a complete picture for you and your clients.


For accounting businesses to retain client loyalty and remain competitive, continually exceeding consumer expectations is crucial. Ultimately, success depends on efficient time management, prompt requests responses, and excellent service. Using mobile apps, automated review processes, and customer feedback gathering will help you ensure you are giving your consumers high-quality services and support. Accounting businesses can develop solid customer relationships and grow their business with rigorous evaluation of performance measures and a focus on efficiency.

Contact Progeektech right away if you're looking for a customer engagement partner who will help you expand your accounting or tax practice. We would be pleased to discuss your particular requirements and develop a custom digital marketing strategy that will assist you in achieving your objectives. Schedule your FREE discovery call right now →