Let’s look at your pricing together.
In 30 minutes, SmartPath will take a close look at your current fee structure and show you exactly where you’re leaving money on the table. No pitch. No pressure.
One of our pricing experts will help you:
- Uncover where fees are below market
- Identify clients ready for a higher-tier engagement
- Calculate what a realistic revenue increase looks like for your roster
Here is what we cover in 30 minutes.
We review your pricing structure.
We find where margin is being left behind.
We walk through what better looks like.
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.
Answers to the questions firms ask most.
Is SmartPath only for large firms?
No. SmartPath is built for solo practitioners, small firms, and growing mid-sized firms alike. The smallest SmartPath customers have one owner and a handful of clients. The largest have dozens of staff. The platform scales with the firm.
What is included in concierge onboarding?
A dedicated SmartPath specialist works with your firm to load the service catalog, build the first proposals, set up engagement letters, and roll the platform out to the team. Most firms are sending live proposals within two weeks.
What does the ROI guarantee actually mean?
SmartPath keeps working with your firm until you secure enough new engagements through the platform to cover your first annual subscription. If the firm does the work and follows the SmartPath playbooks, the investment is earned back.
Can I upgrade my plan later?
Yes, and it’s easy to do. Most firms start on Growth to take advantage of the coaching and get set up with the right foundation. From there, upgrading to Automate is a natural next step once the firm is ready to hand off outreach and campaigns entirely. Billing adjusts automatically when you upgrade.
What makes Automate different from the other plans?
Automate adds done-for-you client outreach. The SmartPath team builds and runs campaigns on the firm’s behalf using a content library of emails, flyers, landing pages, and webinars, with a dedicated advisor to plan and review growth.
How quickly can a firm get up and running?
Most firms are live within two weeks of signing. Concierge onboarding handles the setup.
Does SmartPath replace the firm's existing tax software?
No. SmartPath sits beside compliance tools and handles pricing, proposals, advisory, and outreach.
Is training included?
Yes. Every plan includes access to advisory training and the SmartPath community.
Is there support to help me get set up?
Yes. Every plan includes concierge onboarding. SmartPath works with the firm directly to handle setup on Engage Software so there’s nothing to figure out alone. Growth and above also include advisory training and monthly group coaching sessions.