The problem
New tax clients search 'tax preparer near me' in January and pick the office with the most recent reviews, while happy clients rarely leave one unprompted. If better reviews bring 8 more new clients next season at $450£338€403A$650C$636 each, that's $3,600£2,707€3,221A$5,197C$5,089 a year in fees you're missing now.
What the AI does
NiceJob is review software that sends review requests by text and email, and shows your reviews on your website. After each return is filed, the office adds the client to NiceJob, and it sends a short request with a link to your Google review page. Only clients who gave written consent to receive the request get one: client contact details collected to prepare a return are tax return information under Internal Revenue Code section 7216, which limits how preparers use and share them.
A worked example
An illustrative example built from typical figures, not a named business.
A tax office in Mesa, Arizona, files about 400 returns a season and has 22 Google reviews. It adds a consent line to its intake form, then sends NiceJob requests from February to May to the clients who ticked it.
Before
22 Google reviews, most of them more than two years old
After
8 more new clients next season at $450£338€403A$650C$636 each, from a fuller and more recent review page
What it's worth
About $180£135€161A$260C$254 a month in profit, averaged over the year, against $31£23€28A$45C$44 to $75£56€67A$108C$106 a month. That's $3,600£2,707€3,221A$5,197C$5,089 a year in new fees at an assumed 60% margin, $2,160£1,624€1,933A$3,118C$3,053 a year. NiceJob Starter is $75£56€67A$108C$106 a month with no contract: $75£56€67A$108C$106 if it runs all year, or about $31£23€28A$45C$44 a month averaged if it runs only February to June.
How to set it up
- Add a separate, plain consent line to your engagement or intake form for review requests by text and email, as section 7216 and the TCPA expect.
- Connect your Google Business Profile in NiceJob and write a short request in your own words.
- After each return is filed, add the consenting clients to NiceJob, and leave out anyone with an open problem.
- Reply to every review yourself without confirming the person is a client or mentioning their taxes.
- Check the results in June and decide whether to keep paying through the off season.
What goes wrong
- Using a client's details for review requests without written consent can breach section 7216. Keep the signed consent with the client file.
- Don't offer discounts or gifts for reviews. The FTC's rule on consumer reviews bans buying them, and IRS Circular 230 bars misleading advertising.
- Marketing texts need prior written consent and a working STOP option under the TCPA. Check how NiceJob handles opt-outs and texting registration before the first send.
- NiceJob's page doesn't say whether the price is per location. Ask before adding a second office.