Quote tax fees
with confidence
Modern tax firms
use us to quote better fees.
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Michael McGovern, EA
70% of all our fees are now recurring
“Thanks to SmartPath Engage, clients are loving our monthly tax advisory services and we have year-round cash flow. Our margins have never been better.”
Nicole Odeh, EA
Wow. I’m super excited about this
“This is insane – this week we’ve had 1 Health pro bundle closed at $250/month and 3 Tax Prep+ bundles closed at $300/month. Wow.”
Laurie Johnson, EA
We’ve been able to create consistent dependable revenue
“And we’ve automated many tasks that my team can handle so everything isn’t just on me.”
Nicole Odeh EA
Wow. I’m super excited about this
“This is insane – this week we’ve had 1 Health pro bundle closed at $250/month and 3 Tax Prep+ bundles closed at $300/month. Wow. I’m super excited about this.”
Nicole Odeh EA
“This is insane – this week we’ve had 1 Health pro bundle closed at $250/month and 3 Tax Prep+ bundles closed at $300/month. Wow. I’m super excited about this.”
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How much are underpriced clients costing you?
Sound familiar?
Small tax firms lose an average $24,700 per year from underpriced clients.
You’re worth more than what you charge and need to update your fee schedule.
How we make quoting tax fees
easy and stress free.
Step 1
Match your fees with the services your clients really want.
Step 2
Get up to three recommended prices for your work.
Step 3
Onboard clients 2 – 10x faster and get paid what you deserve.
Say goodbye to low-margin tax engagements.
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Magic Client Pricing Link™
See the services your clients need…
but may not be telling you
Email or Text a client a link to find out what services they need as part of their engagement. Clients see up-to three pricing options based on your fee schedule, then auto-enroll into your onboarding process or book a time on your calendar.
Smart Package Creator™
Give the perfect price for any client scenario
Get pricing out of your head and get paid what you deserve. Our software asks simple – no-tax-jargon – questions about their life and business to automatically match their needs with one of your service packages.
Automated Onboarding Dashboard
Gather everything you need to onboard clients faster.
Secure “no-login needed” dashboard for clients to complete their assigned onboarding tasks – make payments, upload & e-Sign documents, answer questions, and see the status of their onboarding.
Scope Enforcer™
Eliminate Scope Creep. Create easy opportunities for more paid work.
Email or Text a client a link to find out what services they need as part of their engagement. Clients see up-to three pricing options based on your fee schedule, then auto-enroll into your onboarding process or book a time on your calendar.
Download the
Perfect Pricing Template for free
See how to nail the perfect price for any tax or accounting client in 3 simple steps.
Join the Top tax firms across the US getting paid what they’re worth and attracting better clients.
Get started for free. No credit card required.
Chris Henson, CPA
“We’ve added $9,648 in new MONTHLY revenue. I’m feeling way less stressed. We finally have an easy way to handle people that call asking how much we charge.”
Christine Johnson, CPA
“I was giving away so much knowledge upfront without getting paid. Now we have more revenue outside of Jan-April. I can get new clients without selling and without pushing people. I know what’s to expect from client work and I’m not dealing with big messes. And we’re getting clients we really want to work with.”
Kristal Schwartze, CPA
“Our practice has more stable revenue and I didn’t have to create a bunch of new processes myself, we just used Engage. I have a structured way to proactively interact with our Advisory clients and we increased our margins by 200% on average with my current clients. I love that SmartPath only works with tax pros because they really understand our industry.”
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