In today’s fast moving accounting world, there’s definitely no shortage of client meetings, partner reviews, and team check-ins. But what often goes unnoticed is the time and mental energy lost after the meeting ends, and the hours spent summarising conversations, copying and pasting parts of transcripts, formatting notes, and chasing the next steps and actions. 

SmartFlo changes that! 

SmartFlo sits directly inside Microsoft Teams and turns messy transcripts into customised, structured, branded, and ready to send documents in minutes. It captures tone, decisions, and action points automatically so your team can move from conversation to execution in rapid time.   

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Here’s how SmartFlo empowers every role within the modern accounting firm: 

For the Client Manager 

As the client’s go-to advisor, your time is best spent managing relationships and answering complex questions not formatting meeting notes. 

Impress Without the Admin 

With SmartFlo: 

Transcripts from Teams meetings are turned into clear, client-ready summaries with your firm’s branding in minutes. 

You focus on the client and SmartFlo handles the follow-up. 

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For the Practice Manager 

Bring Order to the Chaos 

You’re juggling deadlines, team output, and quality control, so when each person documents meetings differently, consistency falls apart. 

With SmartFlo: 

Every meeting, internal or external, is converted into a clean, standardised document using your firm’s templates and branding. 

No more guesswork, just consistent, high-quality documentation. 

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For Junior Accountants 

Confidence in Every Follow-Up 

Early career professionals often stress about missing something important during meetings. 

With SmartFlo: 

Key takeaways, action points, and decisions are automatically highlighted in an easy-to-review document which isa perfect for learning and client communication. 

Better learning, less pressure and stronger outcomes. 

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For the Admin Team 

Save Hours on Manual Tasks 

You’re coordinating schedules, managing documents, and formatting notes, often under pressure. 

With SmartFlo: 

Manual tasks are cut to a fraction of what they were and in just a few clicks, meeting recordings become structured, shareable documents. 

Free your time to focus on people, not paperwork. 

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For the Partner Group 

Stay in Control Without Micromanaging 

You need visibility across the firm, without constantly chasing updates. 

With SmartFlo: 

Every meeting results in a clear, trustworthy record with no longer waiting for notes and no risk of missed details. 

Stay strategic without losing sight of the details. 

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For Everyone 

Workflows That Just Work 

No switching tools and no steep learning curves as SmartFlo lives inside Microsoft Teams, right where your team already works. 

With SmartFlo:

One platform and structured output, built for accountants. 

Easy to adopt with immediate impact. 

Bonus  

It Works for Any Workload 

Whether you’re in ten meetings a week or just one, SmartFlo adapts to your workflow. 

Flexible subscription plans start at just £4.99 per month, with a 7-day free trial so you can see the difference for yourself risk-free.  

Ready to Let SmartFlo Take It From Here? 

Less admin, more clarity, better meetings, from start to finish. 
Start your free trial today. 

🔗 Start Your Free 7-Day Trial

🔗 Learn More About SmartFlo

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