Accounting Firms · Review Automation
Review Automation for Accounting Firms
TQP configures review automation for accounting firms as part of a connected customer system, not another unconfigured software subscription.
The operating problem
appropriate review requests happen inconsistently
a governed review-request and feedback visibility workflow
The customer path
A clearer first mile.
Clients receive a clear request at a firm-approved moment and can choose whether to respond.
Collect
The workflow uses approved client status and completion milestones rather than sensitive professional details.
Route
Public review and private feedback paths can follow the firm's documented process.
Book
Booking is not forced into the review experience; relevant service next steps remain separate.
Follow up
Limited reminders can run within the firm's chosen cadence and stop rules.
TQP configures
The operating layer.
TQP configures the approved website, records, workflows, integrations, messages, routing, reporting, and handoff behavior required for this system.
The firm controls
Professional judgment.
The firm controls services, qualification, professional judgment, approvals, permissions, exceptions, and customer commitments.
The firm chooses eligible moments, handles feedback, and never automates the substance of a review.
Continue through the accounting authority