Get paid more per client. Guaranteed.

Our new platform matches every tax client with the perfect price and automatically increases your margins.

Increase margins with new and existing clients.

Send clients 1-link to choose their own engagement options.

98% of the work is done for you.

Does this sound familiar?

  • You feel like your margins are just too thin for the amount of work you’re doing.
  • You want to increase fees but don’t want to jeopardize your client relationships (or your brand in the community).
  • You don’t know what to say so clients understand why they should pay more.
  • Fee conversations always feel awkward and you would rather get rid of them altogether.
  • You don’t want to send out your organizers and engagement letters this year without adjusting your fees first.

If it does, you’re not alone…

This tax season put an end to giving away your time & knowledge for free.

The SmartPath Engage platform gives you everything you need to increase your margins with new and existing clients

“Magic” Client Pricing Link

  • Let clients choose their own package. Increase your margin no matter which one they pick.
  • Add your link to your website or send your link to existing clients or new prospects via email or text.

9 Pre-built Client
Service Bundles

  • Expertly designed “packages” designed & tested by over 1,300+ small firms. Clients can choose from up to three options for working with you.
  • Each option is already optimized. You never have to waste time designing proposals again.

    Customizable Pricing

    • Match any client with the perfect price based on the specific value items they’re happy to pay for.
    • All pricing elements are already created and fully customizable so you’re guaranteed to increase profits with every client you engage.

      This isn’t dumb proposal software.
      This is a profit machine.

      See each critical component of working with a client.
      Have full control of engagement scope and protect your margins.

      Fully Automated Client Onboarding

      • Clients pay, eSign, and submit documents.
      • Then submit answers to the key questions tied to their work, all without you having to be involved.

          Ready-to-Use Templates

          • Use our pre-built onboarding templates.
          • Enroll clients in premium engagements in seconds.

              Client Dashboard

              • You and the client share a digital checklist of what needs to be provided so you can deliver work.
              • Automatically send text and email reminders so you can stop chasing critical data.

                    Easier Pricing.
                    Easier Packages.
                    Easier Profit.

                    1,300+ Tax & Accounting firms across the US are already using the SmartPath Engage Method to increase their margins.

                    “I was able to generate $96,000 in Monthly Revenue in the first 7 months of using the SmartPath Platform.”

                    – Minimum Business Fee Before = $650/Year

                    – Minimum Business Fee After = $249/Month

                    Fee Increase = 359%

                    Nicole Odeh EA

                    Thorndale PA

                    “70% of all fees are now auto-recurring each month thanks to SmartPath. Clients are loving it and we have year-round cash flow.”

                    – Minimum Individual Fee Before = $350/Year

                    – Minimum Individual Fee After = $179/month

                    Fee Increase = 513%

                    Michael McGovern EA

                    Garnerville NY

                    “We’re now able to easily charge $7,188 per year for every Business Bundle client.”

                    – Minimum Business Fee Before = $1,950/Year

                    – Minimum Business Fee After = $599/month

                    Fee Increase = 268%

                    Joseph Conrad

                    Renton WA

                    Important Details You Need to Know:

                    We don’t believe in “fine print” and we’re not the platform for every firm. Here are answers to some key questions.

                    Why would my clients pay more than they’re already paying?

                    Data shows at least 30% of clients would pay for a higher-priced engagement when offered year-round strategic help. Firms that include tax planning and other strategic advisory services in their packages vs. “adding it on” later, increase their margins by simply offering that level of help to clients.

                    How much are my profit margins going to increase?

                    The average individual client fee collected from non-business owner clients is $89/month. This is an increase of 256% compared to the average tax prep fee of approximately $300 per year.

                    The average business client fee collected is $399/month. An increase of 584% compared to the average tax prep fee of approximately $700 per year.

                    What if my existing clients don’t want a new engagement and just leave?

                    SmartPath packages are expertly designed to include the basic services your clients are already receiving, so they’ll always have an option to stay where they are as long as they’re paying your “minimum fee”. This ensures existing clients won’t leave.

                    How easy is it to get started with SmartPath?

                    All engagement packages are pre-built for you so you can be set up and ready to send your link in less than 15 minutes. If you want to customize your packages, you can take as much time as you need to fully adjust any feature or price you would like.

                    Next Steps

                    We’re inviting a limited number of firms to gain early access to the new Engage Platform.

                    • Early access to the new Engage Platform
                    • Exclusive 50% off on annual plans
                    • Concierge setup, training, and dedicated support

                      SmartPath Engage Price (Monthly)

                       1st User $95/Month ($40/mo. per additional user) 

                      Total: $1,140/Year

                      • “Magic” client pricing link
                      • Pre-built Client Service Bundles
                      • Customizable Fair-Market Pricing
                      • Fully Automated Client Onboarding
                        (with eSignatures & payments)
                      • Client-Facing Dashboard (with auto-text & email reminders)
                      • Email & Chat Support

                      SmartPath Engage Price (Annual)

                      1st User $1,140/Year ($480/year. per additional user)

                      Private Beta Firms (Save 50%) Total: $570/Year

                      • “Magic” client pricing link
                      • Pre-built Client Service Bundles
                      • Customizable Fair-Market Pricing
                      • Fully Automated Client Onboarding
                        (with eSignatures & payments)
                      • Client-Facing Dashboard (with auto-text & email reminders)
                      • Email & Chat Support

                      Join Our Private Beta Launch

                      Act now for early access and exclusive discount.

                      SmartPath boosts profits for small Tax & Accounting firms. We provide tools that target higher-paying clients and unlock firm productivity by moving to a simple subscription pricing model.

                      Copyright 2022 | SmartPath.Co LLC

                      CONTACT

                      hello@smartpath.co 

                      800-926-5905 

                      262 Veneto
                      Irvine, CA 92614