FOXIE FOR ACCOUNTING FIRMS
Keep service quality visible across every client account
Foxie automates personal feedback requests across large client portfolios and routes every response to the right person. See how clients evaluate responsiveness, quality, reliability, and expertise while bookkeepers and payroll specialists can address feedback directly.
WHY ACCOUNTING FIRMS USE FOXIE
Monitor client satisfaction at scale
When specialists serve hundreds of clients, it is difficult to follow relationship quality through individual conversations alone. Foxie creates a consistent view across the portfolio without making feedback requests feel impersonal.
See where service needs attention
Measure specific parts of the client experience, including response times, quality of work, reliability, meeting deadlines, and professional expertise.
Send requests in the right person’s name
Automate personal feedback requests across hundreds of clients. Each request is sent in the name of the client’s own account manager, bookkeeper, or payroll specialist.
Route feedback directly to the right expert
Foxie automatically routes each response to the expert responsible for that client to review and handle.
ONE VIEW ACROSS THE CLIENT PORTFOLIO
See service quality across hundreds of client relationships
See which clients are satisfied, which service areas need attention, and which feedback items are still waiting for review. Move from the portfolio view to the individual client, specialist, or feedback topic.
- Current status across the full client portfolio
- Feedback linked to each client and responsible specialist
- Feedback waiting for review is clearly marked
Account owner
Example data
HOW IT WORKS
Make sure every response reaches the right person
Send targeted requests automatically
Each client receives a personal evaluation request connected to their own bookkeeper, payroll specialist, or account owner.
Route feedback to its owner
Foxie automatically sends the response to the person responsible for that client and service.
Confirm that feedback is handled
The responsible expert acknowledges the feedback and responds.
Make client satisfaction manageable at scale
See how Foxie can help your firm collect personal feedback, maintain service quality, and ensure every response reaches the right person.