Pricing and client engagement, finally simple.
SmartPath helps modern accounting firms price, propose, and grow with confidence. Concierge onboarding and an ROI guarantee on every plan.
The tools to price, propose, and get paid, on your own timeline.
- Pricing and proposal software
- Magic Client Pricing Link
- Engagement letter automation
- Concierge onboarding + ROI guarantee
Coaching, frameworks, and group support to help you grow faster.
- Everything in Advise
- Advisory platform and certification
- Tax planning toolkits and client reports
- Monthly group coaching sessions
SmartPath runs your revenue campaigns. You deliver the work.
- Everything in Growth
- Done-for-you client outreach campaigns
- Pre-built content library (emails, flyers, landing pages)
- Dedicated SmartPath advisor
For established firms ready for a fully custom revenue growth engagement.
- Everything in Automate
- Custom campaign strategy and scope
- Dedicated implementation support
- Flexible pricing based on firm size
See what’s included in each plan.
| Feature | Advise | Growth | Automate |
|---|---|---|---|
| Increase Revenue | |||
| Client Roster Insights | Included | Included | Included |
| Done-For-You Pricing | Included | Included | Included |
| Magic Pricing Link | Included | Included | Included |
| Intelligent Proposals | Included | Included | Included |
| Auto Engagement | Included | Included | Included |
| Auto Onboarding | Included | Included | Included |
| Client Education Templates | Not included | Included | Included |
| Done-For-You Client Outreach Campaigns | Not included | Not included | Included |
| Upgrade Services | |||
| Advisory Platform and Certification | Included | Included | Included |
| Tax Planning Toolkits and Client Reports | Included | Included | Included |
| Tax Planning Framework with AI Prompts | Not included | Included | Included |
| Upgrade Marketing Template Library | Not included | Included | Included |
| CFO Framework | Not included | Included | Included |
| Guaranteed Success | |||
| ROI guarantee | Included | Included | Included |
| Email/Chat Support | Included | Included | Included |
| Live Growth Community Strategy Calls | Not included | Included | Included |
| Dedicated SmartPath Advisor | Not included | Included | Included |
| Concierge onboarding | Not included | Included | Included |
| Done-For-You Implementation | Not included | Not included | Included |
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. Firms can upgrade at any time and billing is prorated. Most firms start on Advise/Engage to get pricing under control, then move to Growth or Automate as advisory and outreach become priorities.
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.
Can SmartPath integrate with existing CRMs?
Yes. Common integrations are supported, and the SmartPath team will scope custom connections during onboarding.
See what’s sitting in your client roster.
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.