Built by accountants. Backed by a guarantee.
SmartPath is more than software. It is a complete system that finds revenue already sitting in a firm’s client roster, packages it into proposals clients accept, and handles the engagement so nothing falls through the cracks.
A complete system, not another tool to manage.
Built by accountants, for accountants.
Every workflow, default package, and pricing model in SmartPath was designed by people who have run firms. There is no guesswork about how accounting work actually gets sold and delivered.
Revenue starts with the clients already in the firm.
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.
The heavy lifting is already done.
16 default packages, pricing intelligence, complexity bumps, engagement letters, and onboarding flows are ready out of the box. Firms launch with a complete system, not a blank canvas.
A guaranteed path to a return.
SmartPath is backed by an ROI guarantee. Firms know what they are getting before they start, and the platform is structured to deliver it.
One system that already knows how a firm runs.
| Capability | Typical stack | SmartPath |
|---|---|---|
| Pricing built in | Not included | Included |
| Done-for-you outreach campaigns | Not included | Included |
| Engagement letters and eSign included | Not included | Included |
| Client education before the fee conversation | Not included | Included |
| Roster revenue analysis | Not included | Included |
| ROI guarantee | Not included | Included |
Firm owners talk about what changed after working with SmartPath.
Inside the Firm with Krystal Schwartze at Carter Schwartze CPA
More margin, less write-offs. Get paid for the full scope of the work, not just what the client expected.
Inside the Firm with Aquaila Barnes at Barnes Financial Concierge
No more fee confusion. Clients know exactly what they're getting before work begins.
Inside the Firm with Michael McGovern at Modern Financial Care
From tax preparer to trusted advisor, without being limited to local clients.
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.