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    SmartFirm - Marketing and Automation for Accounting Firms
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    Getting Started with SmartFirm

    Can I combine marketing services with workflow automation, or do I need to pick just one?

    Combining marketing and workflow automation for accountants is what most successful firms do — integrating lead generation, email campaigns, and reviews with operational systems.

    You can absolutely combine both, and most successful firms do. Our QuickStart plan integrates marketing automation (lead generation, email campaigns, review requests) with workflow automation (client onboarding, document collection, task management) seamlessly. All systems work together through platforms like High Level CRM and your practice management software to create a comprehensive growth strategy.

    Related Questions

    How do I know which SmartFirm solution is right for my accounting firm?What's the difference between SmartFirm and traditional marketing agencies?How quickly can I expect to see results from implementing SmartFirm solutions?

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