VouchTap for Financial Services
Turn a smooth tax season into your best marketing.
Clients choose financial pros they trust. Ask after the return is filed or the policy is issued, and answer every review with care.
Built for
- Accounting and tax prep
- Bookkeeping
- Insurance agencies
- Mortgage brokers
- Credit unions
Text Message
Today 5:42 PM
How was your visit to Summit Tax & Accounting?
Tap to leave a review
Financial Services
Built around how your business actually works
Ask when the work is done
After the return is filed or the policy issued, send the request by email, automatically or with one click.
Approved wording only
You approve every template and every reply, and a checker blocks incentives and requests for positive reviews.
A record of every request
Consent, sends and opt-outs are logged, so you can show what was sent and when.
The customer's side
Simple for your customers, from the first text to your reply
A friendly message, a review page with one tap to Google, and a thoughtful answer from you.
1 A friendly ask
Summit Tax & Accounting
Text message · Today
Sent in your business hours, their time
2 One tap to review
Summit Tax & Accounting
Thanks for visiting, Jordan!
How was it? An honest review helps others find Summit Tax & Accounting. It only takes a minute.
Something not right? Tell the owner privately
3 A reply in your voice
Ellen H.
Google reviewFast, organized and explained every deduction. Filing was painless for the first time in years.
Response from the owner
Drafted with AIThank you, Ellen! We're glad tax season felt painless this year. See you next spring. Summit Tax & Accounting
Illustration with a sample business and review.
A note for financial services professionals
Investment advisers and broker-dealers follow the SEC Marketing Rule and FINRA rules on testimonials. Keep your compliance team involved; you approve every message and reply.
Honest by design
Google and the FTC have clear rules about asking for reviews. The rules are built in, so your team can't break them by accident.
- Every customer gets the same honest ask
- No discounts or gifts for reviews
- Google button for everyone, happy or not
- Texts only 9am to 8pm, one reminder max
- Nobody asked twice within 90 days
- Every message says how to opt out
Financial Services FAQ
Questions we often hear
Is this suitable for investment advisers?
It can be, with your compliance team's approval: you control all wording and replies. Advisers must follow the SEC Marketing Rule, including disclosures.
Do you store financial data?
No. Only a client's name, email or phone, and the history of review requests.
Can we avoid texting clients?
Yes. Use email only; texts are optional.
Is it allowed to ask customers for Google reviews?
Yes, as long as you ask everyone, honestly, with no rewards. That's exactly how we work: every customer gets the same request, and the private feedback option sits beside the Google button, never instead of it.
Do I need special software or equipment?
No. It works in the browser on any phone, tablet or computer. Staff can add it to their home screen like an app.
Who sends the texts?
Staff send them from the shop's own phone with one tap, so there's no cost per text. Automatic texting from your own business number is coming to Pro.
More reviews for your practice, starting this week
Set up in about ten minutes. Send your first request today.
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