
SmartFirm
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Overview
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
2 - 9
Employees
2025
Year Founded
ABOUT SMARTFIRM
Tools accountants actually want to use.
SmartFirm is a comprehensive marketing and automation solution tailored for accountants, bookkeepers, and tax professionals. We assist firms in attracting clients who are a better match, responding quickly, and expanding without the need for additional hires. Our integrated platform features tools such as AI voice response, automated text and email communication, review generation, lead tracking, and local SEO enhancements. It aims to save time, increase visibility, and convert more inquiries into paying customers. With SmartFirm, you can streamline your front office operations and grow your business with greater ease and assurance.
LANGUAGES SPOKEN
English
HIGHLIGHTS
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
2 - 9
Employees
2025
Year Founded
Services
Focus
Industries
Clients
Services Provided
40% Email Marketing & Automation
30% SMS Marketing
30% Search Engine Optimization (SEO)
20% Customer Support Outsourcing
40% Live Chat & Chatbot Implementation
40% Support Technology Implementation (Zendesk, Intercom, Freshdesk)
About the Team
OUR STORY
Our Narrative
We are SmartFirm, comprised of marketers, engineers, and onboarding experts who have created an AI-driven marketing system specifically designed for accountants and bookkeepers. Our goal is to eliminate challenges in marketing by automating lead follow-up, reviews, websites, voice/chat AI, SEO, and ads, enabling small firms to grow without needing to hire marketing personnel. Through personalized setup, premium support, and proven expertise with our platform, we have transformed client workflows into consistent and measurable growth.
TEAM PHOTOS

Projects & Clients
Project Size & Rate
Minimum Project Size
$1,000+
Average Hourly Rate
< $25/hr