SmartFirm is an AI-powered marketing automation and CRM platform built specifically for accountants, bookkeepers, and tax professionals. It helps firms attract better clients, respond faster, and scale without hiring more staff. With SmartFirm, users can automate email, text, and voice communication; manage reviews; track leads; and optimize their local SEO — all in one simple dashboard. The platform includes tools for lead generation, social media scheduling, client follow-ups, and performance analytics. Unlike generic marketing software, SmartFirm combines automation with a done-for-you approach, supported by real human onboarding and 24/7 tech assistance. It’s designed to help accounting professionals save time, increase visibility, and convert more inquiries into paying clients effortlessly.
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