Our receptionists can accept credit, debit, and ACH payments from your financial planning firm's clients over the phone through CPACharge, a leading payment solution for CPAs known for its ease of use, security, and reasonable cost.
"Smith.ai is our inbound sales team. Having a trained and personable voice has transformed our ability to answer the phone and convert callers to clients."
Jeremy Treister
CMIT Solutions of Downtown Chicago
Affordable monthly plans for every budget
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