Turn Your Tax Knowledge Into Revenue.
Simplify your pricing, proposals, & client onboarding. Get paid for what you do best.
SmartPath membership gives you the training, tools, & templates to make it easy.
Simplify Your Pricing & Packages
Onboard Clients Faster
Increase Your Revenue
Taxes are hard. Your job is hard.
Onboarding clients should be simple.
Your revenue stops growing when you’re overwhelmed by pricing, proposals, and client onboarding.
A SmartPath Membership gives you access to proven tools & training used by thousands of firms across the country, so you can onboard clients easier, stress less, and accelerate your revenue growth.
Taxes are hard. Your job is hard.
Onboarding clients should be simple.
Your revenue stops growing when you’re overwhelmed by pricing, proposals, and client onboarding.
A SmartPath Membership gives you access to proven tools & training used by thousands of firms across the country, so you can onboard clients easier, stress less, and accelerate your revenue growth.
“As a traditional Tax and Accounting firm, we saw the writing on the wall. Technology was getting better and we are tired of having to prove our value to clients. Our SmartPath membership was the catalyst for changing our business to what it is today. We have deeper relationships with clients that provide us with consistent revenue, even during COVID-19.”
–Michael McGovern, EA
“As a traditional Tax and Accounting firm, we saw the writing on the wall. Technology was getting better and we are tired of having to prove our value to clients. Our SmartPath membership was the catalyst for changing our business to what it is today. We have deeper relationships with clients that provide us with consistent revenue, even during COVID-19.”
–Michael McGovern, EA
Your Membership includes:
1. Pre-Built Service Packages
Bundle your tax, accounting, payroll, advisory, and IRS resolution services, into simple, profitable packages. All options are tested, optimized, and ready to use so you never have to guess what “package” you should offer a client again.
2. Done for You Pricing
Leverage 10+ years of proprietary pricing data to identify the right price for any client in seconds. Your pricing calculators will identify the perfect price for you, so you can protect your margins and get paid for your knowledge, not just your labor.
3. Intelligent Client Proposals
Proposal templates and expert scripting help you simplify every client meeting and educate prospects about your pricing with confidence and zero stress.
4. Easy Client Onboarding Materials
Fully built, digital onboarding templates and workflows eliminate confusion, make your value clear, protect your margins, and decrease liability with clients & staff.
5. Fully Customizable Marketing Library
Drag and drop your logo into pre-designed and tested marketing materials with all the copywriting done for you. These proven materials will start attracting the right clients to your practice in minutes.
6. Powerful Visual Reports
Track your results and profits as you increase your personal compensation and build the practice you’ve always wanted.
7. Strategic Advisory Tools
A simple strategic advisory framework you can use to automate and streamline client help throughout the year. Follow a defined process to guarantee the best possible client results and make your advisory work as comfortable as preparing a tax return.
8. Step-by-Step Training
No more wasted time trying to figure out how to offer your tax, accounting, or advisory work. Access step-by-step training based on real-world data from 1,000+ tax, accounting, & advisory firms.
Unlimited Access
No limits on the number of clients you can work with, packages you create, or proposals you send.
Your membership fee gives you complete access to use your SmartPath tools, templates, and training as much as you need.
“Our SmartPath Membership has been extremely helpful to myself and my firm. We are now able to focus on the areas of our business that are the biggest revenue makers and implement processes that will enable us to realize the most efficient workflows at the highest profit levels.”
–David Soloway, Soloway Advisory Port Jefferson Station, NY
“It would have taken years for me to implement what SmartPath helped me do in weeks. Myself and Andrea are about to take an 18-day vacation to Paris & Europe, right before tax season. That would have never been possible in the past before the SmartPath training.”
–Fred Gartenlaub, EA, CFP Garden Leaf Financial | Mason, OH
“SmartPath helped me immediately dive into my why and my purpose for what I was building and helped me see the bigger picture for myself and my clients. I highly recommend this program to any and all tax professionals who are ready to have a thriving practice!”
–Jamie O’Kane, CPA, Denver, CO
You deserve to enjoy your work and create meaningful relationships with clients while getting paid for your knowledge.
Membership that makes you money.
– 1 –
Pick Your Plan
Choose your membership level. Enroll online in 90-seconds.
– 2 –
Use Your Resources
Access pre-built tools, marketing materials, and step-by-step training.
– 3 –
Get Paid
Remove friction from your service packages, pricing, proposals, & client onboarding.
SmartPath Results
+1000
Firms Helped
50
States
$1,068
Average Rev. per Individual Client
$4,788
Average Rev. Per Business Client
Take Back Control
Your job continues getting harder as tax law becomes more complex. Your clients require your attention all year long, bogging down your day with questions you answer for free.
Your job is chaotic and it can feel like you’re just surviving in this business.
You already help your clients in so many ways. That help deserves to be fairly compensated. You shouldn’t have to put up with the chaos without reaping the benefits.
As a SmartPath Member you gain access to the proven training, tools, & templates you need to future-proof your firm. You’ll have everything you need to provide extreme value to clients while working less and getting back on track with your own goals.
90-Day SmartPath Guarantee
We guarantee that after 90 days, you will love your results from being a SmartPath Member, or you’ll receive your enrollment fee back. No Risk. Guaranteed.
3 Things You Need to Know About Resetting
Your Client Engagements
Take our FREE mini-course and learn how to reset your engagements with clients to:
- Increase your fees without risking the relationship.
- Align the right client with the right service.
3 Things You Need to Know About Resetting
Your Client Engagements
Take our FREE mini-course and learn how to reset your engagements with clients to:
- Increase your fees without risking the relationship.
- Align the right client with the right service.
With a SmartPath Membership for your tax & accounting firm, you get the training, tools, and templates you need to remove friction from your client engagements so you can stress less and be fairly paid.