Free Accounting & Tax Form Template
An accounting form that collects a quick rating, written project feedback, and permission to quote the response publicly.
A cash forecast needs a calm, clear green light before real money goes out the door, but a “good month” can still hide a cash crunch that hits payroll or tax deposits. This accounting form gives accounting & tax work a fast way to collect end-of-project feedback without turning it into another spreadsheet that ignores timing, vendor terms, and how money actually moves.
The form keeps the flow short: a required score first, then a name if the client wants to share it, then two written prompts about what worked and what to change, and a final permission check for using the feedback as a quote. The client sees the questions in that order, which keeps the open-ended answers grounded in a clear rating.
- Quick project feedback Opens the form with the context for why feedback is being collected and what happens after the response comes in.
- How did we do? Collects a required rating with four choices so every response includes a clear score.
- Project feedback Prompts for what worked best and what could improve, so the written feedback stays specific.
- May I quote your feedback publicly? Captures permission to use the client’s words as a public quote.
Once the form is sent, responses land back in Plutio as a single record you can read through and follow up on when an answer needs a quick clarification.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What this form contains
1) Quick project feedback
Introduces what the form is collecting and sets expectations for a follow-up if something needs clarifying.
2) How did we do?
Required rating question with four options: Excellent, Good, Fine, and Not good.
3) Your name
Optional name field, left blank when the client prefers not to share it.
4) Project feedback
Short prompt that frames the written feedback around what worked, what could improve, and whether a quote is allowed.
5) What worked best for you?
Optional long-answer question for specific positives.
6) What could I improve?
Optional long-answer question for changes and gaps.
7) May I quote your feedback publicly?
Optional permission field for using the feedback as a quote.
Who it is for
Accounting & tax firms, CFO services providers, and tax preparation shops that want a consistent way to collect client feedback after an engagement closes.
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Questions about this form
What should an accounting form include for project feedback?
An accounting form for feedback usually includes a clear rating, space for written comments on what worked and what didn’t, and an explicit permission question before any feedback is quoted publicly. This template follows that structure with one required rating and optional written responses.
Do I have to make every question required on a feedback form?
No. This form only requires the rating question, so you still get a measurable score even when a client keeps everything else brief. The name and written responses stay optional.
How do I ask a client for permission to use a testimonial?
A permission question needs to ask directly whether the feedback may be quoted publicly. This form includes a final field that captures that permission alongside the feedback.
Where do form responses go after someone submits them?
Responses are collected inside Plutio, so nothing else has to be connected to receive them. Each submission comes through as a single response you can review and follow up on.
What rating scale works for client satisfaction feedback?
A short scale that a client can answer quickly tends to get more completions. This form uses four choices: Excellent, Good, Fine, and Not good.
Can I collect feedback for CFO services without collecting a client’s name?
Yes. The name field in this form is optional, so a client can leave it blank while still giving a rating and written feedback. That keeps responses usable even when the client prefers anonymity.
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