Reputation Management
For Financial Pro's.
Automate your review requests, filter out unhappy clients, and reply to every review. The complete reputation platform built specifically for CPAs, financial planners, and insurance agents.
"Saved me thousands on my business taxes this year. Highly recommend!"
"Set up my life insurance policy quickly and explained everything clearly."
"A financial advisor you can actually trust. Very transparent fee structure."
Clients Search For Trust Before They Hand Over Their Finances.
Whether they are looking for a CPA during tax season or planning for retirement, clients don't just pick the closest office. They search "best CPA near me" and obsess over the reviews.
Money is highly sensitive. If your star rating doesn't immediately project competence and trustworthiness, they will take their portfolio to the firm down the street.
- Build a 5-star reputation that attracts high-net-worth clients.
- Command higher advisory fees with premium trust.
- Turn one-time tax clients into lifelong advisory relationships.
"I've always been nervous about my taxes, but this firm made the process so easy and stress-free. Found my forever CPA!"
Turn Client Meetings
Into Local SEO.
We built earn5stars to solve the exact pain points that keep partners and firm managers up at night.
Capture Them At Filing
The Problem: Clients are thrilled when their taxes are filed or policies are bound, but forget to leave a review once they leave the office.
The Solution: Fire an automated SMS review request to their phone right after their annual review or tax filing.
Handle Misunderstandings Privately
The Problem: A client gets a surprise tax bill or misunderstands their insurance coverage, and vents on your Google listing.
The Solution: Our Reputation Filter intercepts 1-3 star ratings, sending the complaint directly to your inbox instead of public view.
Take "Near Me" Searches
The Problem: You don't have time to write replies during busy season, which hurts your local SEO ranking against competing firms.
The Solution: We draft professional, compliant replies using keywords like "tax preparation" and "financial planner" to boost your Google Maps ranking.
Smart Review Chasing
The Problem: Emailing clients to ask for a review feels unprofessional and wastes billable hours.
The Solution: Automated text follow-ups gently remind them to leave a review, and stop automatically once they do.
Stop Begging For Reviews.
Asking for a review is awkward for your advisors and administrative staff. Let us do the heavy lifting.
The Old Way
- Advisors awkwardly asking for favors
- Handing out paper cards that get thrown away
- One miscommunication ruins your rating
- Ignoring reviews because tax season is too busy
The Right Way
- Automated text requests after policy binding or filing
- Smart chasing reminds them if they forget
- Unhappy clients are routed to the partner's inbox
- Professional, compliant replies posted while you work
Stop the "Surprise Tax Bill" Reviews.
A single 1-star review about a tax penalty or insurance claim denial can cost you dozens of future clients. Our reputation filter is invisible to clients, invaluable to your firm.
See Plans With Filter"My premium went up and no one told me..."
Sent to Partner's Inbox"Fast, professional, and saved me money."
Sent to Google ListingCalculators down.
We'll handle the replies.
Google rewards firms that engage with their clients. But during busy season, who has time to sit at a desk and type?
We do. Every review, from 5-star praise to a 1-star complaint, gets a professional, SEO-optimized response posted on your behalf.
Own The Map
Google Maps drives the majority of new local client traffic. Google's algorithm decides who ranks #1 based on three things: Review Volume, Star Rating, and Review Replies.
earn5stars maximizes all three simultaneously, pushing your firm to the top of the search results where the highest-value clients are looking.
Start Ranking HigherSee What earn5stars
Can Do For Your Business
Drag the slider to match your business and see the real impact of a full review management system.
How we estimate this
How we estimate this: Businesses without a review system collect a review from ~5% of clients. With earn5stars, businesses see a ~30–35% rate. With automatic professional owner replies, Google improves your local ranking, driving 2-3 additional organic impressions per each new review. Results vary by industry and market.
Simple, Transparent Plans
No hidden fees. Cancel anytime. Start with what you need and grow from there.
Starter
A low-cost first step for any local firm.
- Reputation Filter
- Branded landing page
- Post Good Reviews to Google
- Review Chasing
- Professional Review Replies
- SMS Bad Review Alerts
- Dedicated Account Manager
Growth
Full reputation protection and smart review growth.
- Everything in Starter
- Review Requesting
- Smart Review Chasing
- Private complaint notifications
- Professional Review Replies
- SMS Bad Review Alerts
- Dedicated Account Manager
Max
Completely hands-free. We handle everything.
- Everything in Growth
- Premium Review Chasing
- Priority Support
- 1-click approval control
- Professional Review Replies
- SMS Bad Review Alerts
- Dedicated Account Manager
Your Firm's Reputation Is
Worth Protecting.
Join hundreds of CPAs, advisors, and agents who've made earn5stars the engine behind their online growth. Let's get your rating where it belongs.
Start Growing Today