CX · Customer experience
The moments clients feel.
The moments a smsf accountant client feels looked after. Keep these with people, and let an agent prepare, remind and follow up.
Business type · Finance & Accounting
AI agents for SMSF Accountants
What should stay human at a smsf accountant, what an agent can take on, and the roles that make it run.
How the work splits.
SX · Staff experience
People not buried in admin.
Less admin for the people who work at a smsf accountant, so they can stay present in the work that needs them.
BX · Business experience
A healthier business.
Leads, bookings and the numbers behind a smsf accountant. Agents can surface the gaps; the owner still decides.
Main roles
The people a smsf accountant usually employs. Each card is written for this business, then links out to the full role page.
Role
Owner-Operator
Sets prices and services, oversees quality, and handles hiring, suppliers and the overall direction of the sMSF Accountant.
Role
Accountant
Handles day-to-day accountant work for the sMSF Accountant.
Role
Administrative Assistant
Handles scheduling, documents, follow-ups and day-to-day admin so the sMSF Accountant stays organised.
Role
Client Services Manager
Handles day-to-day client services manager work for the sMSF Accountant.
Freelancers & agencies you might hire
Specialists a smsf accountant often brings in. These sit in the same roles database, with a short note written for this business.
Agency
Law Firm
Advises on contracts, employment, leases or regulatory issues affecting the business.
Agency
Managed IT Provider
Maintains computers, networks, backups and cybersecurity, and supports the software the business relies on.
Agency
Digital Marketing Agency
Plans and runs digital marketing, including search and paid campaigns, and reports on leads and results.
Want this set up for you?
If you would like someone to build these flows for a smsf accountant, tell us a little and we can match you with an agency. We don’t list agencies on this site.
Related
Other business types in Finance & Accounting.