SmartScale is your all-in-one solution designed by a certified Management Accountant exclusively for finance and accounting professionals.

We're not just software, we're your trusted partner for success.

SMARTSCALE Funnel for CPAs and Accounting Firms

CAPTURE

Capture leads using our landing pages, surveys, forms, calendars, inbound phone system & more!

NURTURE

Automatically message leads via voicemail, forced calls, SMS, emails, FB Messenger & more!

CLOSE

Use our built in tools to collect payments, schedule appointments, and track analytics!

CAPTURE

Capture leads using our landing pages, surveys, forms, calendars, inbound phone system & more!

NURTURE

Automatically message leads via voicemail, forced calls, SMS, emails, FB Messenger & more!

CLOSE

Use our built in tools to collect payments, schedule appointments, and track analytics!

all your favorite softwares under 1-roof, for a fraction of the cost!

Running a business involves many tasks, but here's what you can stop worrying about:

Transform Leads into Loyal Customers

Managing Email and SMS marketing to turn leads into customers

Track all Leads with Ease

Monitoring new prospects and their journey through your sales pipeline

Client Communication Made Simple

Engaging in client communication

Unified Marketing Solutions

Juggling multiple marketing and sales tools that lack integration

What sets us apart from the crowd?

SmartScale simplifies everything. While our competitors might require extra apps and extra bucks, we've got it all under ONE roof.

  • No more spending a fortune on setups. You're in control.

  • From lead capture to messaging, payments to analytics, we've got you covered.

  • Create landing pages, set up automated follow-ups, and schedule appointments without breaking a sweat.

  • Manage your email, SMS, Calls, Facebook, Instagram, LinkedIn, TikTok, Google Business, from ONE inbox.

SmartScale Funnels for CPAs and Accountants.

SmartScale Approved

Offers

when the only way you can go is UP!

Expand Your Brand. Schedule More Qualified Calls. Consistently Get More Clients.

you're not on your own. 24/7 support. Complete done for you setup.

All the support needed so you can work smarter, not harder.

SmartScale STARTER

Perfect for Solopreneurs: simple solution to run marketing effortlessly!

$25 /monthly

no contract. billed monthly. Access to standard templates.

Up to 1 team member

  • the number of users, team members with access to your SmartScale software.

Up to 5 contacts

  • the number of leads and customers you will communicate with using your SmartScale software.

Email ticket support

  • we will support your with onboarding and provide you access to our FAQs and library for you to run your marketing effortlessly.

Standard template website integration

  • standard website and funnel design and integration for single-location businesses

Starters communication

  • inbox

    manage all your text, email, direct messages and phone calls directly on the platform. everything in ONE inbox.

  • email support

    beat your competitors with 24 hours a day and 7 days a week, live chat support.

  • automated text back all missed calls

    never miss a call from your ideal customer with 24/7 instant text message.

  • webchat

    chat with website visitors via textreviewscapture online reviews from your customers instantly

Secure and simply payment processing

  • text-to-pay and email-to-pay processing

    save card info for easy repeat purchasing. buy now, pay later processing

Support and Onboarding

  • ticket support via email

  • one-on-one onboarding

SmartScale PRO+

Perfect for Solopreneurs: All the Tools You Need to Start Scaling Now!

$297 /monthly

no contract. billed monthly. One-time setup fee $997

Up to 3 team members

  • the number of users, team members with access to your SmartScale software.

Up to 100 contacts

  • the number of leads and customers you will communicate with using your SmartScale software.

24/7 VIP support

YES! you read that correctly. We are here for you 24/7.

Alongside full setup support, we offer round-the-clock help to ensure seamless operation. You can reach out to us anytime through Live Chat, raise support tickets, or even schedule Zoom calls for in-depth assistance. Plus, you'll have access to our extensive Knowledge Base & Support Library, as well as interactive user guides. We're committed to making your experience with SmartScale as efficient and supported as possible, 24/7.

Custom website integration

  • custom website and funnel design and integration for multi-location businesses

Advanced communication

  • inbox

    manage all your text, email, direct messages and phone calls directly on the platform. everything in ONE inbox.

  • 24/7 live agent support

    beat your competitors with 24 hours a day and 7 days a week, live chat support.

  • automated text back all missed calls

    never miss a call from your ideal customer with 24/7 instant text message

  • webchat

    chat with website visitors via text

  • auto scheduling

    for instant appointment bookings in your calendar

  • reviews

    capture online reviews from your customers instantly

Secure and simply payment processing

  • text-to-pay and email-to-pay

    processing

    save card info for easy repeat purchasing. buy now, pay later processing

Omni channel marketing made simple

  • manage blogs and newsletter

  • text and email marketing

  • targeted campaigns based on the webpage visitors viewed

  • include image and videos in text-message marketing campaigns

Support and Onboarding

  • help centre 24/7

  • chat & text 12/7

  • one-on-one onboarding

API Integration

  • 100s of app integration with other business tools

SmartScale PREMIUM

For Growing Teams: Custom Solutions for Businesses Ready to Dominate!

$697 /monthly

no contract. billed monthly. One-time setup fee $997

Unlimited team members

  • the number of users, team members with access to your SmartScale software.

Unlimited contacts

  • the number of customers you will communicate with using your SmartScale software.

24/7 VIP support

YES! you read that correctly. We are here for you 24/7.

Alongside full setup support, we offer round-the-clock help to ensure seamless operation. You can reach out to us anytime through Live Chat, raise support tickets, or even schedule Zoom calls for in-depth assistance. Plus, you'll have access to our extensive Knowledge Base & Support Library, as well as interactive user guides. We're committed to making your experience with SmartScale as efficient and supported as possible, 24/7.

Custom website integration

  • custom website and funnel design and integration for multi-location businesses

Advanced communication

  • inbox

    manage all your text, email, direct messages and phone calls directly on the platform. everything in ONE inbox.

  • 24/7 live agent support

    beat your competitors with 24 hours a day and 7 days a week, live chat support.

  • automated text back all missed calls

    never miss a call from your ideal customer with 24/7 instant text message

  • webchat

    chat with website visitors via text

  • auto scheduling

    for instant appointment bookings in your calendar

  • reviews

    capture online reviews from your customers instantly

Secure and simply payment processing

  • text-to-pay and email-to-pay

    processing

    save card info for easy repeat purchasing. buy now, pay later processing

Omni channel marketing made simple

  • manage blogs and newsletter

  • text and email marketing

  • targeted campaigns based on the webpage visitors viewed

  • include image and videos in text-message marketing campaigns

Support and Onboarding

  • help centre 24/7

  • chat & text 12/7

  • one-on-one onboarding

API Integration

  • 100s of app integration with other business tools

Reporting on Website and Funnel data

  • analytics and reports in ONE place

    our dashboard keeps an overview of where the leads are, and how much money has been generated at each phase

AI powered review response suggestions

  • use SmartScale AI Assistant to generate personable and professional review response suggestions

Social media content scheduling in ONE place

  • manage and auto schedule all your social media content and posting directly in ONE place.

  • AI powered content writing for inspiration for your social media post.

  • facebook

  • instagram

  • tiktok

  • twitter

  • linkedin

  • google

  • whatsapp (coming soon)

Auto manage all Ads in ONE place

  • lead form/magnets

    manage all your lead forms and magnets directly on the platform. everything in ONE place

  • Facebook

  • TikTok

  • Google

  • LinkedIn

  • tracking

    track your traffic and engagement of Google Tag manager, Google Analytics, Google ads, and Facebook Pixel directly on the platform. everything in ONE place

Automations that streamline all manual tasks

  • no more manual tracking of leads and customers

  • we help you work smarter, not harder

Auto FAQ response to all frequently asked questions

  • instantly response to all frequently asked questions

Still got questions? Check out our FAQs

What makes SmartScale different than other CRM and Marketing softwares?

SmartScale is the go-to software that makes things easy! You can quickly build full websites and eye-catching pages to draw in customers—all in one spot. PLUS, it's a breeze to collect customer info with simple surveys and forms, which fit right into the pages you create or your current website. SmartScale saves you precious time by handling the repetitive stuff, like setting up meetings, chatting with potential customers, and keeping track of your sales process. And the best part? You get all the tools you need—like tools for making sales funnels and emails, without any limits. It's all there to help you boost your business without the hassle.

Do you offer a free trial?

while we don't offer a free trial, we invite you to check out our free Demo. It's a great way to get a sneak peek of what our software can do for you without any commitment.

Do I need to pay when sending sms and emails messages on the platform?

each customer gets $25 in complimentary credits to start. After that, phone calls are charged approximately between $0.010/min and $0.021/min, and sending sms will cost approximately just $0.0079 per message. It's a small investment for big returns in customer engagement and financial outcomes.

Is this white labeled ghl?

absolutely! SmartScale is a white-labeled version of ghl software, meaning you get all the great features with the flexibility to brand it as your own.

Do you offer support setting up the platform?

definitely! alongside full setup support, we offer 24/7 help to ensure seamless operation. You can reach out to us anytime through Live Chat, raise support tickets, or even schedule Zoom calls for in-depth assistance. Plus, you'll have access to our extensive Knowledge Base & Support Library, as well as interactive user guides. We're committed to making your experience with SmartScale as efficient and supported as possible, 24/7.

Our goal is to help you work smarter, not harder, maximizing your efficiency and financial gains.

Creating New Possibilities

Are you tired of ...

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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed maximus arcu vel sodales pharetra. Nunc sit amet massa nisl. Sed ullamcorper, nibh ut bibendum gravida, sapien nunc viverra dolor, id pellentesque odio orci sit amet lectus. Nulla ultrices ut mi in elementum. Fusce vulputate eleifend elit, in egestas velit dignissim vitae.

SmartScale Funnels for Finance & Accounting Firms!

Look, we get it.

Running your Finance and Accounting business is not easy.

You're the boss, the numbers guru, the paper-shredder, and sometimes even the office mood-lifter. That's where SmartScale steps in. We're here to lighten that load (but don't worry, you're still the king or queen of your business).

We automate the boring stuff, reel in clients like a magnet, and make you look so put-together, you'll consider trading in your calculator for a briefcase.

Ready to swap that multitasking mayhem for a streamlined, client-winning, profit-boosting operation? SmartScale's got your back!

Build Your Sales Funnel

The "Love at First Swipe" Experience

We make sure that when customers first "swipe right" on your business, they're hooked. We set up your entire sales funnel so that your customers go from "Who's that?" to "Shut up and take my money!"

Craft Your

Unique Message

The "Mic Drop" Moment

We'll help you find that one-liner that makes you unforgettable. We're talking about a message so good, you'll want to tattoo it on your forehead. But please, don't actually do that.

Traffic That

Converts

The Party Bus to Profits

We find the people who are already looking for your services—and get them on board. No crashers, no freeloaders, just high-quality clients who are ready... all the way to a purchase.

Data-Driven

Decisions

The "No BS, Just ROI" Approach

We'll show you the numbers that matter and help you make smart decisions. No more shooting in the dark; it's time for your business to become the Einstein of profitability.

HOW TO BUILD YOUR DREAM FINANCE & ACCOUNTING FIRM

01

Speak with a SmartScale Advisor

02

Become a SmartScale Leader

03

Smart Scale your Business

Nunc sit amet massa nisl. Sed ulla

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed maximus arcu vel sodales pharetra. Nunc sit amet massa nisl. Sed ullamcorper, nibh ut

Nunc sit amet massa nisl. Sed ulla

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed maximus arcu vel sodales pharetra. Nunc sit amet massa nisl. Sed ullamcorper, nibh ut

Nunc sit amet massa nisl. Sed ulla

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed maximus arcu vel sodales pharetra. Nunc sit amet massa nisl. Sed ullamcorper, nibh ut

when the only way you can go is UP!

Expand Your Brand. Schedule More Qualified Calls. Consistently Get More Clients.

SmartScale Approved

Offers

SmartScale PRO

Perfect for Solo Entrepreneurs: All the Tools You Need to Start Scaling Now!

$297

charged monthly. 6 months agreement

Up to 3 team members

  • the number of users, team members with access to your SmartScale software.

Up to 100 contacts

  • the number of leads and customers you will communicate with using your SmartScale software.

Get these additional PRO features:

Custom website integration

  • custom website and funnel design and integration for multi-location businesses

Advanced communication

  • inbox

    manage all your text, email, direct messages and phone calls from 1-single inbox

  • 24/7 service

    beat your competitors with 24/7 access and information for your ideal customers

  • missed call - text back

    never miss a call from your ideal customer with 24/7 instant text message

  • webchat

    chat with website visitors via text

  • auto scheduling

    for instant appointment bookings in your calendar

  • reviews

    capture online reviews from your customers instantly

Secure and simply payment processing

  • text-to-pay and email-to-pay processing

  • save card info for easy repeat purchasing

  • buy now, pay later processing

Omni channel marketing made simple

  • manage blogs and newsletter

  • text and email marketing

  • targeted campaigns based on the webpage visitors viewed

  • include image and videos in text-message marketing campaigns

Support and Onboarding

  • help centre 24/7

  • chat & text 12/7

  • one-on-one onboarding

API Integration

  • 100s of app integration with other business tools

SmartScale PREMIUM

Built for Growing Teams: Custom Solutions for Businesses Ready to Dominate!

$497

charged monthly. 6 months agreement

Unlimited team members

  • the number of users, team members with access to your SmartScale software.

Unlimited contacts

  • the number of customers you will communicate with using your SmartScale software.

All of the PRO features, and:

Website and funnel data reporting

  • analytics and reports in ONE place

  • our dashboard keeps an overview of where the leads are, and how much money has been generated at each phase

AI powered review response suggestions

  • use SmartScale AI Assistant to generate personable and professional review response suggestions

Social media content scheduling in ONE place

  • manage and auto schedule all your social media content and posting directly in your SmartScale software.

  • AI powered content writing for inspiration for your social media post.

  • facebook

  • instagram

  • tiktok

  • twitter

  • linkedin

  • google

  • whatsapp (coming soon)

Auto manage all Ads in ONE place

  • Facebook Ads

    easily create and manage facebook lead form in your SmartScale software

  • TikTok Ads

    easily create and manage tiktok lead form in your SmartScale software

  • Google Ads

    easily create and manage google lead form in your SmartScale software

  • LinkedIn Ads

    easily create and manage linkedin lead form in your SmartScale software

  • Tracking

    SmartScale tracking setup with Google Tag manager, Google Analytics, Google ads, and Facebook Pixel

Automations that streamline all manual tasks

  • no more manual tracking of leads and customers

  • we help you work smarter, not harder

Auto FAQ response to any frequently asked questions

  • instantly response to all frequently asked questions

Hear From Our Clients

James L.

SmartScale has been a game-changer for my business. The automated messaging alone has saved me hours each week. Highly recommend, it has been a game-changer for my business. The automated messaging alone has saved me hours each week. Highly recommend it.

Emily S.

Simply erfect for our team. The dashboard and reporting features make it easy to track our growth. They really delivers on its promise to simplify and scale.

Carlos R.

I opted for the Premium Plan and couldn't be happier. The white-label app and membership area have given us new revenue streams we never thought possible. SmartScale is the real deal

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