Your people's hours should go to clients, not to re-keying their details.

Client details entered once rather than in three systems, and training that reaches the whole firm.

Talk to us See where to start

What's changing in professional services

No. 1
issue CPA firms of every size expect over the next five years: managing technology change and AI
AICPA and CIMA, June 2026
35%
of US financial advisors, who manage 40% of industry assets, plan to retire within 10 years
Cerulli Associates, August 2026
66%
of professionals in firms with an AI strategy say AI meets or beats expectations, against 22% where there is none
Thomson Reuters Institute, Future of Professionals Report 2026
18%
of US insurers say hiring got harder over the past year, up from 12% in July 2025
The Jacobson Group with Aon, August 2026

How we help professional services firms

Firms come to us for their people's skills and for the work around client work. Most begin with one of these, using software they already pay for.

Client setup, chasing and reports off your people's desks

A challenge you may be facing: Small accounting firms rank hiring experienced staff and managing workload among their top issues, and many struggle to fit new technology into how work gets done.
How we can help: Workflows that set up clients, chase documents and draft reports in the systems you already use, and a person on your team approves anything before it reaches a client.

Automate repetitive work with AI

AI your people know when to trust

A challenge you may be facing: Most professionals now use AI every week, yet training mostly covers what the tools do and rarely when to trust, check or override the output.
How we can help: AI training built around your own tools and policies, with practice in checking AI output before it reaches a client.

Lift team performance

Required training finished before the deadline

A challenge you may be facing: A securities regulator's new proficiency model took effect on January 1, 2026, and approved persons at investment dealers must finish its conduct training by December 31, 2026 or be suspended.
How we can help: Courses built from your policies and the rules you answer to, with each person's completions and deadlines tracked in SmarterU and reported when you need to show them.

Stay compliant and audit-ready

Programs we've built with some of the best teams in professional services

With SmarterU, we can change or revise courses and learning plans ourselves and do it quickly as needed. That was a big deal. We changed the system's setup for us and our customers since it was so flexible.

Nadine Wilbur, Software Support Manager, Core Business Solutions

Core Business Solutions

A consulting and software company for cyber and ISO compliance

Course and learning-plan changes made in-house on SmarterU, for the firm and for its customers.
Red River Mutual

A property and casualty insurance company protecting homes, farms and businesses

Training on SmarterU for the brokers who sell its policies.

A small selection of our client projects in professional services. Ask us for a reference from an organization like yours.

Where to start

Automate one process your staff do by hand

Start with a free 90-minute call about that process. If you want to go ahead, an assessment then prices each automation.
About Workflow Engineering
Start your team on AI with a free course

AI Prompting Essentials has six modules, 28 lessons and about 5.5 hours of material, with a certificate of completion.
Take the free AI course (opens in a new tab)
Get one course built

Our Custom eLearning Express service builds a single course for you at a fixed price in ten business days.
About Custom eLearning Express

FAQ

Will anything reach a client without our review?

Only if you decide they should. We build every process to wait for a person's approval before anything goes to a client, a member or a board, and the judgment calls stay with your people. You can make a process fully hands-off, but only you make that call.

Is this about replacing our people?

No. We automate the retyping and the chasing, the work that moves between people and systems without really needing a person. Your team keeps the work that needs thinking.

Do we have to buy new software?

Usually not. Most of what we build connects two or three systems you already pay for, such as Microsoft 365, Google Workspace, QuickBooks or HubSpot.

What does automation cost?

It starts with a free 90-minute discovery call. The full assessment is $3,500 USD, credited toward the build if you go ahead, and builds start from $10,000 USD on a fixed quote.

Can you track required training to its deadline?

Yes. SmarterU tracks each person's completions against their due dates and sends reminders before a deadline, escalating to a supervisor if needed.

Can you train our people to check AI output?

Yes. Our AI training is built around your own tools and policies, with practice in checking an AI answer before it reaches a client.

Do we have to replace the LMS we already use?

No. We deliver custom courses into the LMS you use, as SCORM, xAPI or cmi5, and you keep the source files. OttoLearn works on its own, alongside your LMS.