SmartFirm Services for Accountants CPA Marketing Automation That Books More Calls

You want more right-fit clients without babysitting a dozen apps. SmartFirm ties your marketing and follow-up together, so inquiries turn into booked meetings. You have options, we recommend you start with a package, but it you know what you want, you can pick what you need now, and grow into the rest later.

Most firms leak leads. Someone fills out a form, then silence. SmartFirm fixes that with a proven follow-up sequence across SMS, email, chat, and voice, so prospects hear from you at the right time with the right nudge.

No more online brochure. We build pages that drive action, with clear positioning, social proof, and direct booking. The site plugs into SmartFirm follow-ups, so visitors don’t slip away.

SmartFirm asks happy clients for reviews at the right time, then guides them to Google. New reviews publish to your site with a live widget. Search visibility goes up, and prospects trust you faster.

SmartFirm syncs your name, address, phone, and key details across 150+ directories. Clean data improves map rankings and trust. We set it up and keep it accurate.

Your bot greets visitors, answers FAQs, collects details, and pushes them to your calendar. Hand-offs go to your team when a human is needed.

When you miss a call, Voice AI picks up, answers common questions, and books time on your calendar. It can route to the right person when needed, and logs everything in one place.

We tighten pages, align keywords, and connect reviews and content for steady rankings. Included with Growth and above.

We build a 60-day content rotation, publish on schedule, and tie posts to offers and booking. You stay visible and credible, while we handle the grunt work.

Simple campaigns that send people to booking pages, and measure booked calls — not vanity clicks.

Clear paths from lead magnet to booked meeting, with email and SMS nurture built in.

Stop bouncing between apps. SmartFirm keeps messages and call logs together, so your team stays on top of replies and next steps.

We handle setup, training, and the first round of campaigns. You stay focused on clients while the system starts working. All plans include white-glove onboarding, plus 24/7 support from real humans.

Who is SmartFirm for?

  • Solo CPAs and small firms that need consistent inbound

  • Growing practices that want cleaner systems and fewer manual tasks

  • Niche firms — tax controversy, dental, real estate, law firms, anyone who wants messaging that fits

What Results Can You Expect from SmartFirm?

  • Faster responses to every lead

  • More booked calls from the same traffic

  • Cleaner local presence and stronger reviews

  • Less time chasing, and more time serving clients

How to Get Started with SmartFirm?

  1. Book a short call — We map your quick wins and pick the right starting point.

  2. Launch a focused first move — Website plus follow-up, or reviews plus listings, are common starting combos.

  3. Add the rest as needed — Plug in chat, Voice AI, SEO, social, or ads when you’re ready.

FAQs

Do I have to switch platforms?
That depends. We can run SmartFirm as your main system, or possibly connect to what you already use. Ask us if we can work with your existing website & system.

How fast can we go live?
Most firms launch the first piece in two to three weeks. Reviews and listings are often faster.

Can you work with my niche?
Yes. We tailor messaging for your audience and services.

What if I only need one service?
Totally fine. Start with one and add more when it makes sense.

How will we measure success?
We track booked meetings, response times, review volume, rankings, and cost per booked call on ads.

Ready to See SmartFirm in Action?

Pick a time on the calendar and bring your top three marketing headaches. We’ll show you the cleanest path to more booked calls for your firm. Book your strategy call here.

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