SmartFirm Services for Accountants

Centralized Message Center for Accounting Firms

Clients message you everywhere. Bring SMS, email, web chat, and social DMs into one inbox so your team can respond faster, hand off cleanly, and book more consultations.

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What problems does a centralized message center solve?

No more scattered inboxes — all client conversations are in one place.
Faster first response — real‑time alerts and assignments prevent lag.
Cleaner handoffs — internal notes and tags provide context.
More bookings — drop calendar links and confirm times from the thread.

SMS Email Web Chat Facebook/Instagram DMs Google Business Messages

How does SmartFirm help your team respond faster?

Unify channels. Every message lands in one queue with client history.
Assign & route. Auto‑assign by skill/department, or manually delegate.
Reply with templates. Canned replies and snippets keep tone consistent.
Book in‑thread. Offer times, confirm appointments, send reminders.
Measure SLAs. Track first‑response, resolution, and workload balance.

Works best alongside Automated Lead Follow‑Up, AI Website Chatbot, and Voice AI.

What’s included with Centralized Message Center?

Channel connections for SMS, email, chat, and social DMs.
User roles, assignments, and internal notes.
Templates, snippets, and saved replies for common cases.
After‑hours auto‑replies and missed‑call text‑back.
Calendar and CRM integration with tags and pipelines.
Reporting on response times, volume, and outcomes.

What results can your firm expect?

Shorter response times and fewer missed messages.
Higher client satisfaction and more 5‑star reviews.
More consultations booked directly from conversations.

Timelines depend on channel setup and volume. We prioritize quick wins (routing, templates, after‑hours coverage) first.

What questions do firms ask most?

Can you bring our existing email into the inbox?

Yes. We connect your firm mailbox so email threads appear with SMS and chat in one view.

Do you support emojis, attachments, or voice notes?

Common file types and quick media are supported so clients can share documents and context.

How do you handle permissions?

Use roles for admins, team members, and contractors with scoped channel access.

What about compliance?

We help configure retention, access controls, and templates to align with firm policy. Ask us about your specific requirements.

What is the next step?

We’ll connect your channels, set assignments and templates, and go live — so your team never misses a message again.

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