Recover $50k-$200k+ in lost revenue.
SmartPath Automate finds it, prices it, and gets it in front of clients. Done for you.
- Finds the revenue hiding in your roster
- Reaches out to clients under your firm name and brand
- Handles the proposal and the signup
See what Automate could recover for your firm
Book 30 minutes with a SmartPath advisor.
You know the money’s there.
Fees haven't kept up with inflation
You've thought about raising them. Something always talks you out of it.
Clients call all year for advice you never bill for
Five minutes here, ten minutes there. It adds up to real hours nobody pays for.
A dozen clients have outgrown their engagement
A divorce, a new business, a rental property. The engagement never caught up.
Growth depends entirely on you being in the room
Every deal, every call, every signature runs through one calendar. Yours.
Three steps. Zero manual work.
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01
Analyze. SmartPath scores the roster against pricing data from 1,800+ firms.
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02
Reach out. Branded campaigns go out under the firm's name.
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03
Close. Clients pick a package, sign, and onboard automatically.
The Revenue is Already There. Nobody’s Looked Yet.
What stops most firms from doing this, already solved.
Branded Outreach
Every message looks like it came from you. Campaigns run under your brand and your domain. Clients see their own accountant reaching out, never a third party vendor.
Done For You
You don't run this. SmartPath does. SmartPath builds the campaigns, loads the roster, and sends the outreach. You show up for the calls that get booked.
Pricing Data
Pricing built on what firms actually charge. Every package pulls from data across 1,800+ U.S. firms, so you're never guessing.
ROI Guarantee
Backed by a guarantee, not a hope. Automate is built to deliver a return. You know what to expect before you start.
One plan. Starting at $660/month.
Billed annually. $825/month if billed monthly. Campaign content, automation, and advisor support included.
How fast can we get running?
A few weeks from intake to live campaigns.
Does this replace our tax software?
No. It runs alongside it and handles outreach, pricing, and proposals.
What if we don't see a return?
You’re covered by the SmartPath ROI guarantee.
Will clients know it's automated?
No. Every message comes from the firm’s own brand.
Are we too small for this?
Automate is built for 300+ client firms. Smaller firms usually fit other SmartPath plans better.
Every month without this is revenue that doesn’t come back.
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.