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CPA Firm Automation Assessment

Please complete this brief assessment before our meeting. This helps us understand your current processes and prepare a tailored automation demonstration.

CPA Firm Automation Assessment

First Name

Last Name

Firm Name:

Your Role:

Number of Staff:

Approximate Number of Active Clients:

Average Billing Rate ($/hour):

Current Pain Points

What is your biggest administrative bottleneck?

How many hours weekly does your team spend on manual document organization?

1-5 hours

6-10 hours

11-20 hours

20+ hours

Current Systems

Primary Accounting Software:

Document Storage:

Google Drive

SharePoint

Dropbox

Other

Practice Management System:

Do you currently use any automation tools?

Yes

If yes, what tools?

Goals

What would success look like for your firm? (Check top 2)

If you could automate one process immediately, what would it be?

Thank you! We'll use this information to customize our demo to your specific needs.

Get In Touch!

1-727-346-6423

hi@smoomer.com

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About Us

Smoomer AI delivers AI receptionists and automations built for CPA firms. Every call is answered with your firm’s branding, prospects are qualified, and you get instant notifications, 24/7, even during tax season.

We also streamline client intake, scheduling, payment reminders, and compliance alerts with intelligent automations that save hours of manual work.

Ready to stop missing calls and wasted time?
Call our demo: 727-739-2962