How Smart Automation Turns Your CPA Firm Into a 24/7 Client Service Machine

In the competitive CPA landscape, standing out means delivering exceptional service around the clock. Smart automation isn’t just a tool; it’s the edge that boosts client satisfaction and keeps you ahead of the pack. Clients expect responsiveness anytime, and with Smoomer AI, your firm becomes an always-available powerhouse, handling inquiries, docs, and support without burning out your team.

The Hook: Boosting Client Satisfaction and Gaining Competitive Advantage

Gone are the days of “business hours only.” Clients rate firms higher when they get quick responses, even at midnight. Automation streamlines this, leading to happier clients who stick around and refer others. Competitively, it positions your firm as innovative and reliable, attracting more business in a market where traditional setups fall short. Smoomer AI makes this seamless, saving 15+ hours per week on repetitive tasks.

AI Receptionists: Handling Calls at All Hours

Missed calls during tax season or weekends? Not anymore. Smoomer AI’s receptionists answer 24/7 with your firm’s branding, booking appointments, qualifying leads, and taking messages. Syncs with your calendar for real-time scheduling. Starting at $300/month, it’s the entry point to automation that ensures no opportunity slips through.

After-Hours Document Processing: Efficiency Beyond the Clock

Documents don’t wait for 9-to-5. Automation processes intakes, reviews, and organizes files overnight, using intelligent workflows to flag issues or route approvals. Wake up to completed tasks, from client onboarding to compliance checks. This keeps projects moving, reducing delays and enhancing reliability.

Instant Confirmations: Speed and Assurance for Clients

Every interaction counts. Send automatic confirmations for appointments, document receipts, or payments right away. Clients get peace of mind with real-time updates via email or text, branded to your firm. This quick feedback loop builds trust and cuts down on follow-up calls.

Always-On Client Support: From First Call to Ongoing Needs

Support shouldn’t stop. Smoomer AI provides constant access through portals, chatbots, and automated reminders for deadlines or payments. Integrated system handles everything: onboarding, tracking, and follow-ups. Scale from receptionist to full automation as your practice grows.

Smoomer AI: One seamless system for CPA firms. Start with AI receptionists, expand to workflow automation for client management, document processing, and operations. 30-day trial available.

Your Automation Roadmap:

• AI Receptionist: 24/7 call answering, scheduling, and lead qualification.
• Workflow Automation: Onboarding, deadline tracking, and payments.

Ready to go 24/7? Call our live demo at (727) 739-2962 or email hi@smoomer.com. Get in touch at 1-727-346-6423.

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About Us: Smoomer AI delivers AI receptionists and automations built for CPA firms. Every call answered with your branding, prospects qualified, instant notifications 24/7, even during tax season. Streamline intake, scheduling, reminders, and alerts to save hours.