We do your pricing and engagements for you.
Backed by the SmartPath ROI guarantee.
No long-term contract.
Making money as an accountant shouldn’t be hard.
No easy way to scope
You're doing the work but not capturing the full value of it. Without a clear scoping process, you're giving away hours you'll never bill for.
Your clients' needs have changed
A $500 1040 doesn't tell the story of what you actually do. Clients need to understand your value before they'll pay for it.
No time to execute client outreach
You know you should be reaching out to your roster. But between client work and everything else, it never happens.
You're using tools that weren't built for this
Spreadsheets and generic software weren't designed for how a modern tax firm actually prices and onboards clients.
The smart path to profitable engagements.
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We analyze your client roster
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We match the right pricing and send it
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Proposals, onboarding and follow-up happen automatically
Different from anything you’ve tried before.
Fees grounded in what the market actually supports
SmartPath pulls from pricing data across 1,800+ real tax and accounting firms so you're not guessing what to charge.
Clients self-select their own package, without a sales call
Send a single link. Clients see your services, pick what fits, and move forward on their own. No awkward fee conversations.
Every client gets scoped so firms stop giving work away
Every engagement is fully scoped based on what that client actually needs. No more underestimating the job before it's started.
Clients sign without the back-and-forth
Multi-option proposals with e-signature, built around your packages. Clients sign on their own timeline and you never chase paper.
Get paid upfront, automatically
Recurring billing and payment collection are built in. No more invoicing after the work is done or following up on late payments.
Nothing slips after a client signs
Once a client signs, SmartPath handles what comes next. Welcome sequences, intake forms, and next steps are automated so nothing slips through.
Firms like yours are already doing this.
$7,188 average annual fee per business client.
513% average fee increase after implementing structured pricing.
$9,844 in net new monthly revenue in her first 90 days.
Not ready to book a call? Start here.
Download the free pricing template used by tax and accounting firms across the country.
Common Questions
What is SmartPath?
SmartPath is a pricing, proposal, and client engagement platform built for tax and accounting firms. It helps firms price their services, send proposals, collect e-signatures and payments, and onboard new clients, all in one place. More than 1,800 U.S. tax and accounting firms use SmartPath.
How quickly can a firm get up and running?
Most firms are live within two weeks of signing. Concierge onboarding handles the setup.
Does SmartPath replace the firm's existing tax software?
No. SmartPath sits beside compliance tools and handles pricing, proposals, advisory, and outreach.
What happens if the firm does not see ROI?
SmartPath will work with the firm until enough new engagements are secured to equal the first annual subscription. No exceptions.
Is training included?
Yes. Every plan includes access to advisory training and the SmartPath community.
Can SmartPath integrate with existing CRMs?
Yes. Common integrations are supported, and the SmartPath team will scope custom connections during onboarding.
See what’s sitting in your client roster.
One firm found $91,277 in their existing client roster. That number looks different at every firm. Find out what revenue your roster is leaving behind.