Who Hate Marketing.
Stop wasting hours chasing clients.
SmartFirm automates follow-ups, reviews, and outreach so you can focus on the work you actually love.
SmartFirm Was Built for You If...
You’re not trying to become a marketing expert you just want more clients,
less chaos, and more time to focus on your real work.
You’re a Solo CPA or Bookkeeper
Wearing all the hats, and marketing always falls to the bottom of your to-do list. You need a system that runs in the background while you handle your clients.
You Run a Small Firm (Under 25 People)
Your team is solid but nobody owns marketing. SmartFirm makes it easy to delegate, automate, and grow without hiring a marketing team.
You’re Great at Numbers—Not Marketing
Funnels? Follow-ups? Chatbots? You’d rather eat a stapler. We get it. SmartFirm handles all that stuff so you can stay in your zone of genius.
Introducing the SmartFirm System:
Your Marketing, Automated.
Built exclusively for accounting firms, bookkeepers & tax pros.
We turn your online presence into a lead-generating, client-converting machine.
Automated Lead Follow-Up
Never let a lead go cold. Our multi-step voice, chat, SMS, and email system nurtures every inquiry automaticallyso they stay warm until they’re ready to book.
A Website That Converts
We transform your site from an online brochure into a 24/7 marketing engine that captures attention, builds trust, and books appointments while you sleep.
Automated Reviews
Reviews = visibility and credibility. Our AI prompts happy clients to leave reviews at the perfect time—so you climb search rankings and win trust faster.
A Unified & Simple Platform
No more scattered apps or lost messages. SmartFirm brings your leads, chats, appointments, reviews, and emails into one clean, easy-to-use dashboard.
Here’s What Happens After You Book a Strategy Call
We learn your
firm’s goals
No hard pitch just a call to understand what’s working, what’s not, and what you’re wasting money on.
We map your new automation strategy
We’ll show you exactly which tools we’ll replace, what’s included, and how the workflows will function.
You decide
if it’s a fit
If it makes sense, we’ll get you set up. If not, you’ll still walk away with a ton of insight.
Tried Doing It Yourself? Here’s the Problem...
Most ‘all-in-one’ tools give you software. SmartFirm gives you results.
Simple Plans That Scale With You
Start with the essentials. Add more power as you grow. No contracts. No BS. Just results.
SmartFirm Launch Plan
$399/mo
+$499 one time set-up fee
AI Listing Manager
Social Media Scheduling Tool
AI Review Management with Website Widget to showcase new reviews
Customizable Funnels & Automations
Centralized Message Center
One-month subscription included
White glove onboarding
24/7 Real-human tech support
Unlimited Users
Unlimited Contacts
SmartFirm Growth Plan
$999/mo
+$2999 one time set-up fee
Everything in SmartFirm Launch Plan
Voice AI to answer your phone, make appointments and route calls
AI Chatbot for the website
AI SEO Optimization
One-month subscription included
White glove onboarding
24/7 Real-human tech support
Unlimited Users
Unlimited Contacts
SmartFirm Elite Plan
$1999/mo
+$4999 one time set-up fee
Everything in SmartFirm Growth Plan
Social Media Content Plan & Management (60-day rotation)
Meta ads management
One-month subscription included
White glove onboarding
24/7 Real-human tech support
Unlimited Users
Unlimited Contacts
Meta Ads strategy and management services are included, however we recommend budgeting $600-1000 per month for advertising fees.
Our Pricing Plans
LAUNCH NOW
$1,499
Per Year
$499 One-time setup fee
Choose our standard package for a budget service that is still amazing, still has everything you need to get going, but costs a bit less.
AI Listing Manager
AI Chatbot for the website
AI Review Management with Website Widget to showcase new reviews
Social Media Scheduling Tool
Customizable Funnels & Automations
Centralized Message Center
One-month subscription included
White glove onboarding
24/7 Real-human tech support
Unlimited Users
Unlimited Contacts
GROWTH
Get everything you need for a modern, professional service.
Everything in SmartFirm Launch Plan
Voice AI to answer your phone, make appointments and route calls
AI SEO Optimization
One-month subscription included
White glove onboarding
24/7 Real-human tech support
Unlimited Users
Unlimited Contacts
ELITE
Ideal for larger businesses looking for a complete integration of all our services in order to scale quickly.
Everything in SmartFirm Growth Plan
Social Media Content Plan & Management (60-day rotation)
Meta ads management*
One-month subscription included
White glove onboarding
24/7 Real-human tech support
Unlimited Users
Unlimited Contacts
* Meta Ads strategy and management services are included, however we recommend budgeting $600-1000 per month for advertising fees.
We encourage all of our customers to start with the Launch Plan, once that is proven to work for you we can upgrade as needed.
IF YOU STILL HAVE Questions...
Are there additional costs?
SmartFirm is a done-for-you setup of the same powerful CRM and automation platform we use to run our own business. The base package is $497 per month, with usage fees included for certain advanced marketing tools.
The goal is to create an automatic, organic marketing that pays for itself.
What if I'm not tech savvy?
You don’t have to be. We handle the setup and show you exactly how to use it. If you can respond to an email, you can manage this system.
How quickly will I see results?
Most users start seeing leads within a few days of launch. The automations kick in right away, while longer-term strategies like SEO and reviews build momentum over time.
Who Is SmartFirm For?
SmartFirm is made for owners and decision-makers at small and medium-sized accounting firms who want to grow without the tech headaches.
Do I have to manage the system myself?
The beauty of the SmartFirm is that once it’s set up, it works for you automatically. We handle all the heavy lifting during setup, and the system does the rest.
If you ever want to tweak or update something, we’ll provide simple instructions or offer additional support plans to make sure everything keeps running smoothly.
Does the SmartFirm actually Work?
Absolutely. It’s built on a proven platform used by thousands of successful businesses. We’ve just tailored it specifically for accounting professionals.
What's included in SmartFirm Launch?
To some extent that will depend on your subscription plan. SmartFirm includes everything you need to attract more clients, boost your reputation, and grow your firm on autopilot. When you sign up, we’ll:
Install your real-time website chat widget that turns visitors into leads day or night.
Help you register for A2P so you can have an automated phone and SMS system.
Connect & Configure your AI voice assistant that handles missed calls and follow-ups so no lead is ever lost.
Build & Install your professionally built sales funnel with email and SMS automations to convert traffic into appointments.
Connect your automated review generation system that boosts your reputation and search visibility.
Set up an email nurture system to engage your customers.
Automate your listing management system that syncs your business info across 150+ directories to maximize local SEO.
From start to finish, we handle everything so you can focus on running your business.
Ready to GET MORE CLIENTS?
Stop the guesswork. Stop wasting billable hours on marketing that doesn't work. Let's build a reliable, automated system that brings you a steady stream of ideal clients.
COMPANY
CUSTOMER CARE
The All-in-One Client Acquisition System for Accountants.
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