SmartVault acquires SmartPath, learn more.

Get Started

DONE-FOR-YOU REVENUE ACTIVATION

There’s money already sitting in your client roster.

SmartPath Automate goes and gets it for you.

SmartPath analyzes your existing client base, identifies who is ready for more, writes the outreach, and runs the campaigns. Appointments land on your calendar. You take the calls.

This is not a software tool to learn. It is a managed service that runs inside your firm.

Book a Free Client Roster Review
No obligation. SmartPath will show you what your roster is worth before you decide anything.

1,800+

Firms served across all 50 states

17 Years

Working directly with tax & accounting firm owners

$91,277

Found in one firm’s existing client roster

Sound familiar?

01

Your roster is full. Your margins aren’t.
You can name three clients right now who should be paying twice what they are.

02

Advisory revenue keeps getting pushed back.
Every time you try to build it, real client work fills the calendar first.

03

Tax season pays the bills. Nine months don’t.
The revenue to fix that is already in your client base. There’s just no system to go get it.

What SmartPath Automate actually does

Four things, every month. Nothing else to buy. Nothing to figure out on your own.

 

SmartPath Setup

Your branding, your voice, your service tiers, configured once.

Client Roster Analysis

We review your full roster and tell you who is ready to upgrade, who is not, and why.

Automated Outreach

We write and send the campaigns to the right clients at the right moments.

Booked Appointments

Clients who reply land directly on your schedule, ready to talk about upgrading.

How SmartPath Automate builds revenue inside your firm

Every Automate firm moves through three phases. Each one builds on the last.

 

Phase 1

Revenue Baseline

SmartPath confirms the right offers are in place, at the right prices, going to the right clients at the right time. This is the foundation. Nothing else works without it.
Phase 2

Revenue Jump

Higher-tier advisory engagements get introduced: money flow analysis, strategic tax planning, CFO-level services for business clients who are ready. 
Phase 3

Revenue Scale

The practice gets refined around the most profitable client types. Long-term growth channels are identified and activated. SmartPath Automate handles the execution at every phase.

What the first 30 days look like

You will not be guessing what is happening or when.

Week 1

Kickoff

SmartPath maps your roster, captures your firm’s voice, and confirms your service tiers. One call. Done.

Week 2

Roster Analysis Delivered

You see exactly who is ready. Clients get ranked with the reasoning behind each one. No guesswork.

Weeks 3 to 4

First Campaign Out

The first campaign goes to the right segment of your clients. First appointments start landing on your calendar.

Month 2 and Beyond

Steady monthly cadence.

Booked calls, conversion tracking, monthly revenue reporting. You don’t write a thing. You take the calls that land on your schedule.

Simple pricing. One plan.

Automate

$660/month
  • Everything included in our Advise and Growth Plans plus:
  • Full client roster analysis, delivered in week one
    • All campaign infrastructure built inside your firm
    • Monthly outreach campaigns, written and sent for you
    • Dedicated SmartPath advisor 
Book a Free Client Roster Review

Questions worth asking before you book

This sounds like a lot of work. I'm already stretched thin.

That is exactly why this plan exists. Most firm owners spend about an hour a week on it once it is running. SmartPath handles the analysis, the writing, the sending, and the scheduling.

Will my clients push back on paying more?
Some will not need more. That is fine. The roster analysis exists to find the 10 to 30 percent who are ready. Firms running this process regularly convert 12 to 30 clients into upgraded engagements within the first 90 days.
How do I charge for work I've been giving away?
This is a conversation SmartPath has already solved across 1,800+ firms. The language used repositions the upgrade as expanding what you already do well, not correcting a billing mistake.
What if I have fewer than 300 clients?
Automate is built specifically for established practices. If your roster is below 300, a different SmartPath plan likely fits better right now. Book a roster review anyway and a SmartPath expert will tell you exactly where you stand.
What do I actually have to do once this is running?

Segment your client list into the right buckets at the start. Review campaign performance monthly with your SmartPath advisor. Take the calls that land on your schedule. That is the list.

Find out what’s already in your roster.

SmartPath will run the analysis on your existing client list and show you exactly where the revenue is before you commit to anything.

Book a Free Client Roster Review