How to Connect Bench with SmartOffice (2026)

Bench

★★★★ 4.2

Bookkeeping Finance Accounting

An online bookkeeping service combining proprietary software with human bookkeepers for small business accounting.

Full Review

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SmartOffice

★★★ 3.6

Crm Industry Specific Crm

A CRM solution for insurance and financial services professionals offering client management and policy tracking.

Full Review

About These Tools

Bench: An online bookkeeping service combining proprietary software with human bookkeepers for small business accounting.

SmartOffice: A CRM solution for insurance and financial services professionals offering client management and policy tracking.

Key Features

Bench

Dedicated bookkeeper
Monthly financial statements
Tax-ready financials
Catch-up bookkeeping
Year-end tax package
Dashboard

SmartOffice

Client management
Policy tracking
Activity management
Reporting
Document management
Workflow

Pricing

Bench

Subscription $299-$499/month

SmartOffice

Subscription Custom pricing

Detailed integration guide coming soon. We're researching the specific ways Bench and SmartOffice work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.

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