Your SmartPath membership combines:

On-demand training + Data-driven tools + Intelligent support

Simplify your client engagements, so you can stress less and enjoy more monthly cash flow. 


Taxes are complicated.

Onboarding clients should be simple.

Your SmartPath membership combines:

On-demand training

+

Data-driven tools

+

Intelligent support

Simplify your client engagements, so you can stress less and enjoy more monthly cash flow. 


What our members are saying:

1. Deep, On-Demand Training

Packages Training 

  • Bundle your services into the right packages, at the right price, combined with a simple workflow for any client scenario.

Pricing & Proposal Training 

  • Know which proposals equal the most value for different client types so you can quote the right price clients will be willing to pay.
  • Create an optimized Proposal Roadmap making client meetings simple, stress-free, and highly effective.
  • Communicate your value on your website so it becomes a profit center for your firm, instead of just a digital “business card”.

Onboarding & Delivery Training 

  • Create simple workflows that align with each of your pre-built packages.
  • Eliminate unnecessary work and neutralize scope creep with a simple action plan for every client engagement.

1. Deep, On-Demand Training

Packages Training 

  • Bundle your services into the right packages, at the right price, combined with a simple workflow for any client scenario.

Pricing & Proposal Training 

  • Know which proposals equal the most value for different client types so you can quote the right price clients will be willing to pay.
  • Create an optimized Proposal Roadmap making client meetings simple, stress-free, and highly effective.
  • Communicate your value on your website so it becomes a profit center for your firm, instead of just a digital “business card”.

Onboarding & Delivery Training 

  • Create simple workflows that align with each of your pre-built packages.
  • Eliminate unnecessary work and neutralize scope creep with a simple action plan for every client engagement.

 2. Data-Driven Tools

Packages Tools

  • Pre-designed marketing templates for each package. Ready to use.
  • Intelligent features built into each package you offer, based on years of real-world testing across the country.
  • Packages recommendations so you can align the perfect package options for any client. 

    Pricing & Proposal Tools

    • Optimized pricing recommendations for every package so you can account for your hard costs, time & expertise, and any custom needs.
    • Automated Proposal Roadmap so you can create and optimize your client proposals in minutes and get paid online.
    • Best Practice Templates for creating your perfect referral marketing system.
    • Marketing templates to attract clients at scale and begin building your ideal roster.

      Onboarding & Delivery Tools 

      • Email templates, client agreements & disclosures, and onboarding flow recommendations, all already done for you, so you can begin using right away.
      • Full delivery checklists, walk-through videos, and staff Policies & Procedures so you can systemize every step of delivering your work consistently, saving you 100’s of hours re-creating the wheel.

         2. Data-Driven Tools

        Packages Tools

        • Pre-designed marketing templates for each package. Ready to use.
        • Intelligent features built into each package you offer, based on years of real-world testing across the country.
        • Packages recommendations so you can align the perfect package options for any client. 

          Pricing & Proposal Tools

          • Optimized pricing recommendations for every package so you can account for your hard costs, time & expertise, and any custom needs.
          • Automated Proposal Roadmap so you can create and optimize your client proposals in minutes and get paid online.
          • Best Practice Templates for creating your perfect referral marketing system.
          • Marketing templates to attract clients at scale and begin building your ideal roster.

            Onboarding & Delivery Tools 

            • Email templates, client agreements & disclosures, and onboarding flow recommendations, all already done for you, so you can begin using right away.
            • Full delivery checklists, walk-through videos, and staff Policies & Procedures so you can systemize every step of delivering your work consistently, saving you 100’s of hours re-creating the wheel.

               3. Intelligent Support

              Starter Membership | D.I.Y (Do It Yourself)

              • Set your own priorities and work at your own pace. 
              • This level of support is perfect for firms on a budget or who just need access to the right resources with limited email support.

                  Plus Membership | Monthly Implementation Sessions 

                  • Monthly implementation sessions are included in your PLUS Membership.
                  • You meet via phone or video once a month with your dedicated implementation specialist to help you customize your resources, work on specific client scenarios, or get help with any implementation step.
                  • This level of support is perfect for firms who want additional help throughout the year for faster results from working directly with an expert.

                  Accelerator Membership | Weekly Implementation Sessions

                  • Weekly implementation sessions are included in your ACCELERATOR membership.
                  • You meet via phone or video weekly with your dedicated implementation specialist who will customize your resources, advise on specific client scenarios, and guide you through the Accelerator implementation process for the fastest possible results.
                  • This level of support is for firms that are ready to scale their monthly cash flow and client roster quickly and have the revenue to invest in the process. The number of available ACCELERATOR memberships is limited per year.

                       3. Intelligent Support

                      Starter Membership | D.I.Y (Do It Yourself)

                      • Set your own priorities and work at your own pace. 
                      • This level of support is perfect for firms on a budget or who just need access to the right resources with limited email support.

                          Plus Membership | Monthly Implementation Sessions 

                          • Monthly implementation sessions are included in your PLUS Membership.
                          • You meet via phone or video once a month with your dedicated implementation specialist to help you customize your resources, work on specific client scenarios, or get help with any implementation step.
                          • This level of support is perfect for firms who want additional help throughout the year for faster results from working directly with an expert.

                          Accelerator Membership | Weekly Implementation Sessions

                          • Weekly implementation sessions are included in your ACCELERATOR membership.
                          • You meet via phone or video weekly with your dedicated implementation specialist who will customize your resources, advise on specific client scenarios, and guide you through the Accelerator implementation process for the fastest possible results.
                          • This level of support is for firms that are ready to scale their monthly cash flow and client roster quickly and have the revenue to invest in the process. The number of available ACCELERATOR memberships is limited per year.

                              Make life easy with a SmartPath membership.

                              Just say “NO” to:

                              • Chasing leads with complicated “funnels” that don’t work.
                              • Software that doesn’t solve the real problems.
                              • Flavor-of-the-month “Gurus” that only offer vague concepts.
                              • Expensive “tax franchises” built for the ‘70s & ’80s, not today’s modern world.
                              • Annoying “marketing systems” that cost you, but don’t lead to more profit.
                              • Having to sell your firm for pennies-on-the-dollar because you’re just burnt out.

                               

                               

                              90-Day SmartPath Guarantee

                              We guarantee that after 90 days of utilizing your membership, you will love your results, or you’ll receive your enrollment fee back. No Risk. Guaranteed.

                              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.

                              CONTACT

                               

                              hello@smartpath.co 

                              800-926-5905 

                              28202 Cabot, Suite 300

                              Laguna Niguel, CA 92677

                              CONTACT

                               

                              hello@smartpath.co 

                              800-926-5905 

                              28202 Cabot, Suite 300

                              Laguna Niguel, CA 92677

                              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.