Smoomer AI – FAQ for CPAs
1. What exactly does the AI receptionist do?
Smoomer’s AI receptionist answers every inbound call with a natural, professional voice. It greets callers, captures lead info, routes messages, answers basic questions, and can schedule appointments or send alerts to your team.
2. How is this better than voicemail or a call center?
Voicemail loses clients. Call centers are slow and impersonal. Smoomer’s AI answers instantly, sounds natural, and follows a customized script for your firm. It never forgets what to say and never puts a client on hold.
3. Do I need to change my phone number?
No. You keep your existing number. Calls are forwarded to the Smoomer AI system, which handles them on your behalf.
4. Will clients know they’re speaking to AI?
Most won’t. The voice is natural, polite, and fast. If a caller asks for a person, the AI can transfer the call or take a message.
5. Can it book appointments on my calendar?
Yes. We integrate with your scheduling system so the AI can book calls or consultations automatically.
6. What kind of customization is available?
We craft a custom script for your firm—different greetings and workflows for new leads, existing clients, or urgent matters.
7. Is it secure and compliant?
Yes. Calls are encrypted and data storage is secure. We don’t record or keep sensitive financial information unless approved.
8. What happens after a call is answered?
You get a detailed message by email or SMS summarizing the call, including the caller’s name, contact info, and reason for calling. Leads can also flow directly into your CRM.
AI Automations for CPA Firms
9. What kinds of tasks can Smoomer automate for accountants?
We automate repetitive, time-heavy workflows such as client document intake, tax deadline reminders, payment follow-ups, compliance alerts, and staff task assignments.
10. How much time can automation actually save?
On average, firms save 2–3 hours per staff member daily. During tax season, when email and document chaos doubles, automations can reclaim 10–15 hours per week per staff member.
11. Can the AI handle client emails and documents?
Yes. Smoomer automatically sorts client emails, extracts and categorizes attachments (like 1040s or W-2s), and files them into the right folders. Missing documents trigger automated reminders.
12. Does automation replace staff?
No. It removes the low-value, repetitive tasks that drain staff time, allowing your team to focus on higher-value advisory and client-facing work.
13. Is the system hard to implement?
Not at all. We integrate directly with the tools you already use—email, calendars, CRMs, and cloud storage. Setup is quick, and most firms see ROI within the first month.
14. How much does it cost?
Just $300/month for the AI receptionist, with automation packages available to fit your firm’s size and needs. No contracts. No hidden fees.
15. How do I get started?
Call (727) 739-2962 to hear the demo, or visit Smoomer.com to schedule setup. Your AI receptionist can be live within 24 hours, and automations rolled out as needed.
