Built for the way your firm actually works.
Whether you prepare taxes, run a bookkeeping practice, or offer advisory and CFO services, SmartPath fits the way you work and the clients you serve.
Stop leaving money on the table every filing season.
Tax preparation firms often price by form type and never revisit those fees year over year. SmartPath analyzes your roster, identifies underpriced clients, and gives you a clear path to updating fees without losing the clients you’ve built relationships with.
Price every engagement with confidence, not guesswork.
Accounting work varies widely by client and scope, which makes consistent pricing nearly impossible without a system. SmartPath scopes each client individually and builds proposals that reflect the actual value of the work, so you stop undercharging for complex engagements.
Stop giving away your best advice for free.
Clients ask the same question every year, how do I pay less tax, and most firms answer it for free because there’s never been a clean way to scope and price the work. SmartPath identifies which clients are the best fit for a tax planning engagement, builds a proposal around the specific strategies they need, and turns the advice you used to give away into a priced, year round engagement.
Turn your advisory relationships into predictable recurring revenue.
CAS and advisory work is high-value but hard to price and package without the right tools. SmartPath helps you define your advisory services, present them professionally, and move clients from one-off conversations into structured ongoing engagements.
Position your CFO offering at the value it deserves.
Fractional and outsourced CFO services command premium fees, but only when they are packaged and presented the right way. SmartPath gives you the scoping tools and proposal structure to close CFO engagements without underselling what you bring to the table.
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.