Smarty – Your Client Knowledge Partner
Access client-specific accounting answers instantly and help your CPA team work consistently, confidently, and efficiently.
Trusted by US Accounting Practices
Trained in US GAAP & IRS Compliance
QuickBooks | Xero | Sage Intacct
Find the Right Accounting Answers Without Searching
Accounting teams often spend too much time looking for answers.
Client policies sit in documents, accounting decisions are buried in emails, and previously agreed treatments are not always easy to find. This slows down work and can lead to inconsistent handling across client accounts.
Smarty works alongside your CPA firm, keeping client-specific accounting knowledge organized and accessible in one place. It gives your team clear answers based on each client’s established accounting practices, helping work move faster and remain consistent.
Enterprise-Grade Data Security & Compliance
We protect vendor bank details, tax IDs and payment files with controlled access and documented processes.
Independent Audit Reports
SOC 2 Type II and/or ISO 27001 status and report date.
US Tax and Privacy Alignment
Processes aligned with IRS recordkeeping expectations and applicable data-protection requirements.
Infrastructure Safeguards
Encryption standard, multi-factor authentication, role-based access, logging.
Payment Fraud Controls
Call-back verification of vendor bank-detail changes and dual approval on payment runs.
What Smarty Handles for Your Team
Smarty keeps your client knowledge organized and easy to access. It helps your team find answers quickly and apply them consistently across client accounts.
Stores Client-Specific Policies and Procedures
Smarty keeps each client’s accounting policies, rules, and procedures in one place, so your team doesn’t have to search through multiple files or email conversations.
Gives Quick Answers to Accounting Queries
When a question comes up, Smarty provides clear guidance based on the client’s existing accounting approach, helping your team resolve routine queries faster.
Captures Past Decisions and Treatments
Smarty records how transactions and accounting matters have been handled previously, helping your team follow established decisions when similar situations arise.
Keeps Accounting Treatment Consistent
With documented guidance available, your team can apply the same accounting approach to similar transactions across client accounts.
Supports Day-to-Day Work Without Delays
Your team spends less time asking colleagues for information or waiting for clarifications. Relevant client knowledge is available when they need it.
Keeps Knowledge Easy to Update and Access
As client requirements and accounting decisions change, Smarty helps keep the relevant information updated and accessible to your team.
Built for Firms Managing Multiple Clients
Smarty works best for CPA firms and accounting practices managing different client requirements, accounting policies, and transaction treatments. It provides a structured way to retain and access client knowledge across the firm.
CPA firms managing accounting and bookkeeping for multiple clients
Practices handling clients with different accounting policies and procedures
Teams managing complex or client-specific accounting treatments
Bookkeeping teams that need quick answers during daily processing
Firms experiencing delays because of missing or unclear information
Teams looking to maintain consistent and structured client knowledge
Consistent Work, Less Searching, More Clarity
When your team can find the right answers quickly, work becomes easier to manage. Smarty helps CPA firms maintain consistency without relying on individual memory or scattered information.
Reduces Time Spent Searching for Answers
Your team can find relevant client information quickly instead of checking multiple documents, emails, and internal sources.
Improves Consistency Across Client Accounts
Everyone can follow the same established approach using documented client policies, procedures, and past decisions.
Helps New Team Members Get Up to Speed
New employees can understand how each client is handled without relying entirely on repeated instructions or constant guidance from experienced colleagues.
Keeps Knowledge Within the Firm
Important client information and accounting decisions remain documented and accessible, even when team members leave or responsibilities change.
Supports Accurate Decision-Making
Your team can refer to previously agreed accounting treatments and client-specific guidance when handling similar transactions or queries.
Brings Clarity to Complex Client Requirements
Detailed or unique client requirements become easier to understand and follow when the relevant information is organized and readily available.
Stop Searching, Start Working with Clarity
Give your team quick access to the right client-specific answers. Smarty keeps your firm’s accounting knowledge organized, helping your team work consistently and keep client work on track.
Ready to Put
Smarty
to Work?
Let’s discuss how CorientBS can help you streamline operations, strengthen financial control and achieve better outcomes.