Say Goodbye to Low-Margin Tax Engagements.
Traditional fee schedules don’t capture all the work you do.
Explore the features of SmartPath.co
See Engage™ Software In Action
Engage™ Software shows you all the items not usually listed on your invoice, and turns them into billable services.
All Features
Client Services Calculator™
Our software asks simple – no-tax-jargon – questions about the client’s life and business to automatically match their needs with one of your service packages.
- Finally have 100% confidence when you quote a price.
- Never spend more than 90 seconds pricing a tax client.
- See and select the perfect price for any client scenario with 87 core features already built to fit any client need.
Magic Client Pricing Link™
One “magic” link you can email or text a client. Analyze their engagement needs and eliminate wasted time on “Free Consultations.”
- Your Magic Client Pricing Link dynamically presents their 3 best options for any engagement.
- Clients can auto-enroll into your onboarding process or book a time on your calendar.
- Easily collect payment details for every client.
- Automatically collect payments and get rid of painful receivables.
Dynamic Fee Schedule™
Standardize fees so anyone in your firm can price. Ensure every client has the right margin.
- Pre-built services allow you to match client needs to the perfect price.
- Fully customize each engagement to the specific client.
- Automatically trigger “bumps” to your base fees based on the client’s situation.
Scope Enforcer™
Eliminate Scope Creep. Create easy opportunities for more paid work.
- Control scope for every client by displaying the services included in their engagement.
- Clients can easily see the status of each service.
- When clients ask for something outside of scope, they can see it’s not included and request it as a new paid service.
Automated Pricing Triggers and Bumps
Automatically increase the price of certain services based on the client’s scenario.
- Rental properties, number of employees, number of bank or credit card accounts in QuickBooks – account for all client customizations in your pricing.
- Make the pricing strategy in your head available to your entire staff so anyone can present a high-value proposal.
This isn’t dumb proposal software.
Engage makes it easier for clients to say “yes.”
Interactive Client Roadmaps
Visually present pricing options so clients understand your value.
- Give clients up to three options for every engagement so they can choose the best option for them
- Never feel like you’re hard-selling or trying to force a client to pay you.
- Show step-by-step how enrolling in your package will give the client what they care about most.
Smart Package Creator™
Provide accurate, “Quick Quotes” in seconds.
- Just start typing what help the client needs and see the services that match.
- Business and Personal Tax Prep, Tax Planning, Accounting, Payroll, Tax Resolution, Advisory work – anything the client needs.
- The Engage Pricing Engine calculates a recommended price in real time.
- Build out the perfect engagement or send a quick quote that’s guaranteed to be profitable.
Automated Onboarding Dashboard
Get the client data you need 2-10x faster.
- Pre-built checklists to match the services a client signed up for.
- Share the same 1-to-1 list of onboarding steps so you and the client can see the same list of what needs to get done.
- Show the specific priorities the client cares about so they are motivated to act quickly.
Profitability Management
Track and manage profitability for every client.
- Manage key performance indicators with visual performance reports.
- See how long it takes for clients to engage.
- See what your average engagement size is.
- See which services clients are actually buying.
- Get the insights you need to boost profits and get paid what you deserve.
Onboarding clients should be easy.
Engage makes onboarding faster with one simple tool.
Strategic Advisory Worksheets &
Certification
Access advisory tools to make your client advisory work second nature.
- Firms that offer more than just “tax prep” have higher margins and higher client satisfaction.
- Step-by-Step training to offer strategic advisory services.
- Checklists, Templates, and simple 1-page reports that are already proven to work.
- Don’t reinvent the wheel when you don’t have to.
E-Signatures & Payments
Automate “busy work” with built-in e-signatures and secure payments.
- Ready-to-use engagement letters, templates, and agreements.
- Allow clients to digitally sign on any device
- Automatically collect payment upfront, monthly, quarterly, or annually so you’ll never have to chase receivables again.
Custom Branding
Show clients you care with beautiful design.
- Impress your clients with a beautiful, modern interface.
- Stand out from the competition with simple, easy to understand client proposals.
- Fully customize the look and feel with your logo and colors in 3 clicks.