Built for the most helpful people on the planet.
If you’re a tax pro, you’re the person clients call when something big happens. SmartPath exists to make sure that trust is matched by a firm that gets paid for the full scope of the work it does.
You’re the person clients call when life happens.
Tax pros are some of the most helpful people on the planet. Clients turn to you whenever something big shifts:
- They get married or divorced
- They buy a house or win the lotto
- They have a baby or lose someone they love
You show up. Your clients trust you. That trust is the whole business.
Running a profitable firm keeps getting harder.
- The media says robots will take your job (wrong).
- Tax law changes and reverts every year, right in the busiest season.
- The IRS keeps making firms the scapegoat for its own shortfalls.
- Client questions are more complex than ever.
Pricing and fee schedules for small firms need a renovation, one that creates a smarter, easier, more profitable way to do things.
17+ years of patterns, built into one system.
The frameworks behind SmartPath Engage Software were created 17+ years ago. Since then, 1,800+ U.S. firms have used them to perfect their pricing, surfacing a repeatable pattern any firm can follow.
That pattern became Engage software, with 99% of the pricing work already done for you, so every client gets priced right and you get paid for the full scope of your work.
You deserve to get paid for all your work.
Engage Software was built exclusively for tax and accounting firms, so you can get back to the part of the job that actually matters: helping the clients you care about.
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.