Every tool your firm needs to price, propose, and grow.
SmartPath handles the pricing, proposals, engagement letters, and client onboarding so you can stay focused on delivering work.
Find and activate the revenue already sitting in your firm.
Client Roster Insights
See exactly what your existing client base is worth and where the pricing gaps are. No guesswork, just a clear picture of the revenue opportunity in front of you.
DFY Pricing
16 default packages built with full pricing intelligence and complexity bumps already factored in. Your pricing is done before you start.
Client Education
Help clients understand the value of what you do before the fee conversation starts. Makes every proposal easier to accept.
DFY Outreach
Done-for-you client outreach campaigns built and run by SmartPath. Booked appointments show up on your calendar without you writing a single email.
Magic Pricing Link
Clients build their own engagement by answering a few questions about their situation. No back-and-forth fee conversation required.
Intelligent Proposals
White label proposals with custom branding, dynamic add-ons, and three-tier subscription packages that make it easy for clients to say yes.
Auto Engagement
Engagement letters, eSign, fair scope agreements, and automated payments all triggered automatically once a client accepts a proposal.
Auto Onboarding
Client onboarding steps fire automatically after signing so nothing falls through the cracks and every new client gets the same experience.
The tools to start offering more to the clients you already have.
Advisory Training
Step-by-step certification that teaches you and your staff how to deliver tax planning, cashflow analysis, and CFO-level services with confidence. No guesswork on what to say or how to structure the work.
Advisory Toolkit
Ready-to-use worksheets, client reports, and templates for every major advisory engagement. Tax planning, business planning, cashflow, and threats analysis are all built out so you're not starting from scratch.
Tax Planning Framework with AI Prompts
A structured framework for delivering tax planning engagements, with AI prompts built in to speed up the process. Spend less time on setup and more time on the conversations that actually move clients forward.
Upgrade Marketing Template Library
A library of pre-written emails, flyers, and campaign content you can customize and send to your existing clients. Ready-made templates for the upgrade conversations most firms never get around to having.
CFO Framework
A repeatable delivery system for CFO-level client engagements. Covers money flow analysis, business planning, and strategic advisory work, structured so it's scalable beyond just the firm owner.
Support at every step of the process.
Community
Connect with other tax and accounting firm owners who are going through the same process. Share what's working, get answers to real questions, and build alongside a peer group that understands the work.
Advisor Strategy Tickets
Submit a strategy question to the SmartPath team and get a specific answer back. When you're working through a client scenario and need a second opinion, you don't have to figure it out alone.
Full Outsourcing Option
SmartPath builds, loads, and runs your client outreach campaigns for you. Roster analysis, targeted email sequences, and booked appointments on your calendar without you writing a single email.
Concierge Onboarding
SmartPath's onboarding team sets everything up with you. Data migration, roster analysis, and pricing your first client group through the software so you start with confidence, not a setup backlog.
Live Support
Direct access to the SmartPath team for implementation questions, client pricing scenarios, and strategy help. Real conversations when you need them, not just an email queue.
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.