Tools accountants actually want to use.
SmartFirm is a done-for-you marketing and automation platform built specifically for accountants, bookkeepers, and tax professionals. We help firms attract better-fit clients, respond faster, and grow without hiring more staff. Our all-in-one system includes tools like AI voice response, text and email automation, review generation, lead tracking, and local SEO. It is designed to save time, boost visibility, and turn more inquiries into paying clients. With SmartFirm, you can automate your front office and scale your business with less stress and more confidence.
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Min project size
$1,000+
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Hourly rate
< $25 / hr
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Employees
2 - 9
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Year founded
Founded 2025
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Our Story
We’re SmartFirm: a team of marketers, engineers and onboarding specialists who built an AI-first marketing system exclusively for accountants and bookkeepers. Our mission is to remove marketing friction—automating lead follow‑up, reviews, websites, voice/chat AI, SEO and ads—so small firms scale without hiring marketers. With hands‑on setup, white‑glove support and proven platform expertise, we’ve turned client workflows into consistent, measurable growth.
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