SmartFirm

Marketing Services • 2852 Willamette St #363, Eugene, United States • 1-10 Employees

Company overview

Headquarters	2852 Willamette St #363, Eugene, Oregon 97405, US
Website	smartfirm.io
NAICS	5418
Keywords	Lead Generation Systems, Appointment Booking Automation, Ai Chat And Voice Response Tools, Automated Client Follow-Up, Crm Solutions For Accounting Firms, Client Retention And Upsell Automation, Client Review & Reputation Management, Done-For-You Funnels For Bookkeepers And Cpas, Email & Sms Nurture Campaigns, Growth Systems For Small Accounting Firms, Marketing Automation For Accountants, Recurring Revenue Strategy, Revenue Growth Systems For Accounting Firms, Turnkey Systems To Increase Firm Profitability
Founded	2025
Employees	1-10

Key Contact at SmartFirm

Katie Steele

CEO

About SmartFirm

We help accounting, bookkeeping, and tax firms grow faster with less manual effort. SmartFirm installs simple, powerful systems into your practice so you can focus on doing great work while automation handles the rest. We provide done-for-you tools that: ✔️ Attract and follow up with leads automatically ✔️ Book more appointments without chasing people ✔️ Gather and promote 5-star reviews from happy clients ✔️ Boost retention and referrals with smart nurture campaigns Most firms lose business every week due to slow response times, poor follow-up, or no system to stay top-of-mind. SmartFirm fixes that. We combine: 🔹 AI-powered chat and voice follow-up 🔹 Client review automation 🔹 Text/email campaigns that feel personal 🔹 CRM tools customized for accounting practices 🔹 Pre-built marketing funnels You’ll never wonder where your next client is coming from again. SmartFirm is perfect for small to midsize firms that want: ➡️ More clients ➡️ Better client experience ➡️ A marketing system that runs itself Let’s help you work smarter not harder. 📩 Message us to schedule your free SmartFirm Marketing Audit.

SmartFirm revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Marketing Services industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

SmartFirm has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

SmartFirm has never raised funding before.

Frequently asked questions

SmartFirm is located in 2852 Willamette St #363, Eugene, US.

SmartFirm was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.

SmartFirm has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at SmartFirm

Katie Steele

CEO

4.8

40,000 users