What about the SEC Marketing Rule for RIAs?

We default to compliant patterns (clear "review" labeling, fair-and-balanced presentation, no cherry-picking) and provide guidance on what's permissible. Final compliance review is yours, but we make it easy.

Can I ask clients for reviews if I'm a CFP / fee-only advisor?

Yes — reviews and testimonials are now permitted under the Marketing Rule with appropriate disclosures. Tailwind generates the disclosures correctly per your business type.

What about CPA firm M&A — can I bring reviews with me?

Yes — Tailwind exports cleanly. We've helped firms migrate review profiles during merger and acquisition transitions.

Industries Accounting & finance

Trust takes years to build.

A 4.9 on Google takes months — and helps a lot.

Tailwind handles every Google, Yelp, Facebook, Better Business Bureau, and industry-directory review for your CPA firm, bookkeeping practice, or financial-advisor business. Reply in your firm's voice, route any concerns appropriately, and stay compliant with the rules that govern your profession.

Watch a demo Sign up for free

The reputation problem in accounting & financial services

In your industry, prospective clients pick a firm based on trust, and trust is signaled by reviews. A 4.9 with thoughtful replies wins the discovery call; a 3.4 with no replies doesn't get one.

Accounting and financial-advisory work happens behind the scenes — clients rarely think to leave a review, but the dissatisfied ones write 1-stars within hours. Add to that: financial advisors face FINRA/SEC restrictions on testimonials and CPAs face state-board guidance on advertising. The path of least resistance is to do nothing — which keeps your rating where it is.

Which platforms matter most for you

Ivan Shyla

CEO Tailwind

We've spent a decade running small businesses in a handful of countries — restaurants, app studios, online shops, services. We know that a 1-star review hits a dental clinic differently than it hits a SaaS company. So Tailwind ships defaults, language, and integrations tuned for your industry, out of the box.

Why this matters?

A corporate brand has a marketing department, a CX team, a PR firm, and three vendors for review management. They have the bandwidth to build their own playbook.

A small business has the founder. Maybe the founder's spouse. Maybe a manager. Reviews aren't anyone's full-time job — they're squeezed in between everything else that keeps the lights on. The time you spend wrestling with five review dashboards is time you're not spending growing the business.

That's the problem we built Tailwind to solve. Not for the Fortune 500. For the bakery, the boutique hotel, the dental practice, the iOS studio, the accounting firm. The places where the founder is still the one signing the leases and reading the reviews.

Pay for one subscription - get all tools

What solutions do we offer?

Add your business to AI

Make sure ChatGPT, Gemini, Perplexity and AI search know and recommend your business.

Reviews management

Monitor reputation & respond

Tailwind Score

Transparent business statistics

New

Threads

Find clients on Threads & grow sales

New

LLM Monitor

Rank top in LLM search

Orders analytics

Analyze orders & top products

Grow public rating

Boost positive reviews & handle negatives

Online Mentions

Find opportunities in

SEO Generators

Boost SEO & organic traffic

Soon

AI Assistant

Launch online support & cut costs

Soon

Customer engagement

Boost SEO & attract new customers

Pay for one subscription - get all tools

What solutions do we offer?

Add your business to AI

Make sure ChatGPT, Gemini, Perplexity and AI search know and recommend your business.

Reviews management

Every review, every platform, one inbox.

We monitor your online reputation, respond to comments promptly, and help build trust with your audience. Maintain a strong brand image and create a positive experience for your customers.

Tailwind Score

Your reputation as one number you can actually track.

Transparent business statistics give you clear insights into performance, customer activity, and growth. Track key metrics in real time and make informed decisions with complete confidence.

New

Threads

Multi-step conversations with reviewers, not just one-and-done replies.

Find new clients on Threads and turn engagement into real sales. Reach your target audience, grow brand awareness, and increase conversions with effective social media strategies.

New

LLM Monitor

Show up when customers ask Claude, ChatGPT, Gemini, Copilot or Perplexity for a recommendation.

Rank higher in LLM search results and increase your brand visibility across AI-powered platforms. Optimize your online presence to attract more traffic, leads, and potential customers.

Orders analytics

Send the angry review to the right person before it goes public.

Analyze orders and identify your top-performing products with detailed insights and real-time analytics. Track sales trends, understand customer demand, and make smarter business decisions.

Grow public rating

Send the angry review to the right person before it goes public.

Boost positive reviews and respond to negative feedback with confidence. Strengthen your online reputation, improve customer trust, and turn feedback into business growth opportunities.

Online Mentions

Catch every time someone talks about your brand — even where you don't have a profile.

Find new business opportunities in social posts and turn conversations into valuable leads. Discover customer needs, track trends, and engage with the right audience at the right time.

SEO Generators

Long-form content that ranks for the keywords your customers actually search.

Boost SEO performance and increase organic traffic to your website. Improve search visibility, attract high-quality visitors, and grow your audience through smarter content optimization.

Soon

AI Assistant

A 24/7 assistant that answers customer questions about your business.

Launch efficient online support to improve customer experience and reduce operational costs. Automate routine inquiries, speed up response times, and scale your service without increasing expenses.

Soon

Customer engagement

Turn happy customers into reviewers, returners, and referrers.

We help boost your website's SEO rankings and attract new organic customers at no cost. Improve visibility, grow traffic, and reach the right audience more effectively.

How much does it cost?

Check what included in packages

Real Businesses, Real Numbers

Over 100,000 businesses trust Tailwind

From 3.8 to 4.6 stars in 6 months. 384% more reviews. ChatGPT now recommends us. Revenue up 18%.

Mario's Pizzeria ( Austin, TX )

4.1 to 4.7 stars in 4 months. Prevented 70% of complaints with ticket system. 8% more bookings.

Sparkle Clean ( Denver, CO )

Good Google rating but invisible in AI. After 3 months: ChatGPT mentions us 60% of time. 52% more new patients.

Riverside Dental ( Austin, TX )

Consolidated 5 review platforms into one dashboard. Response time dropped from 48h to 4h. Customer satisfaction up 23%.

Swift Logistics ( Chicago, IL )

Clients hand accountants and financial professionals their most private information, so they choose you on trust — and they gauge that trust through your reviews. Prospects check Google and Yelp before they call, weighing your rating and how you respond. Tailwind brings every review into one inbox so your firm can manage its reputation with the same care it manages the books.

Replying in a financial context demands discretion. Tailwind drafts measured, confidential-by-default responses that thank the reviewer and take specifics offline, never confirming a client relationship or any detail in public. Critical reviews are de-escalated and routed to a partner as a Thread, so sensitive matters are resolved privately and professionally.

A credible, consistent review profile builds the authority that makes prospects trust you with their finances, and helps you rank for the local searches that bring in new clients. Tailwind automates the review request at natural points like tax season or a completed engagement, turning satisfied clients into the quiet, compounding proof that grows your practice.

Frequently Asked Questions

Tailwind's accounting templates are conservative by default — no outcome claims, no specific-engagement references, no testimonial-style language. We can also load your state board's specific guidance and constrain replies further.