We know you’re busy — so when you take a minute to share your thoughts in our NPS survey, it means a lot. Every response directly shapes how we improve both Client Experience (CX) and Trust Accounting (TA) at Stax.ai.
What is NPS?
NPS (Net Promoter Score) is a simple, industry-standard way to measure how satisfied our clients are — and how likely they are to recommend Stax.ai to others.
You’ll occasionally see a short question from us:
"How likely are you to recommend Stax.ai to a partner or colleague?"
We send this survey at key milestones in your journey — after you’ve onboarded, after major releases, and periodically throughout the year — so we can track how your experience evolves as your firm grows with Stax.ai.
What we ask — and why
The survey has two parts:
A 0–10 rating
This helps us understand overall satisfaction and trends across our user base.Scores of 9–10 show us what’s working great.
Scores of 7–8 highlight areas to fine-tune.
Scores of 0–6 flag where we’ve missed the mark and need to act quickly.
Optional comments
These are gold for us. Whether you mention a specific feature in CX or a reconciliation workflow in TA, these insights help our teams prioritize fixes and enhancements.
What happens after you respond
Every response is reviewed by our Customer Success, Product, and Engineering teams. Here’s how we use the feedback:
CX feedback (portal performance, automations, communication tools, dashboards) goes directly to our CX Product and Engineering teams to guide upcoming improvements.
TA feedback (OCR accuracy, reconciliation speed, and data integration) is routed to the Trust Accounting product group.
Comments about support or onboarding are reviewed by Customer Success, who may follow up directly if you mention any pain points or feature requests.
Trends across multiple accounts inform our product roadmap and release priorities each quarter.
In short, your feedback doesn’t sit in a spreadsheet — it drives decisions that shape the next release of both CX and TA.
Why this matters
Stax.ai is built to make your TPA operations more efficient and transparent — but we can only do that when we deeply understand your experience. Your NPS responses help us:
Improve feature usability and reliability
Refine automation and integration workflows
Prioritize what actually impacts your daily work
Measure how each release moves the needle on customer satisfaction
Every single score and comment helps us deliver faster, smarter, and more stable products that make your teams more productive.
Thank you
Your input is a critical part of how we build.
When you take a minute to complete the NPS survey, you’re helping shape the future of Stax.ai CX and Trust Accounting (TA) — not just for your team, but for every TPA that runs on Stax.