Ask for a review

I work in marketing at an accountancy firm. Help me ask a client for an online review.

Context: Good moments are just after a return is filed or year-end accounts are signed. Clients tend to praise a saving or a refund, which then sits in public under the firm's name.

Before you start, ask me for anything missing from this list:
- The client and the work
- Where we want the review
- Any rules we follow about asking

Then:
1. Ask at a natural moment and say why it helps.
2. Give the link and say how long it takes.
3. Make it easy to decline.

Give me:
- An email version
- A text message version
- One polite reminder

Rules:
- Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source.
- Give general information only. Never write anything that reads as tax advice on a person's own affairs, and never suggest a tax saving or an outcome with HMRC is likely or guaranteed.
- Write in plain English, in our voice if I have given you a sample.
- Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check.

Finish with a list headed "Check before this goes out". Include these, plus anything else the partner who approves marketing or our ethics and compliance lead should see:
- Whether we ask all clients or only some
- Any incentive offered for leaving a review
- That the request reaches the client privately and suggests no wording