Resources
Everything you need to price, propose, and grow.
Webinars, guides, checklists, and templates built specifically for tax and accounting firm owners.
May 14, 2026
Revenue Automation for Tax Firms: A 5-Step Framework
The framework SmartPath has used with 1,800+ U.S. tax and accounting firms to surface dormant revenue already sitting in their existing client roster.
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March 17, 2026
How to Send a Fee Increase Email Without Losing the Client
The secret happens before the email. A fee increase sent to a client who feels well looked-after lands completely differently than one sent cold.
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March 17, 2026
How to Price New Clients Without the Guesswork
A repeatable pricing process so new client fees stop feeling like a negotiation and start feeling like the natural conclusion of a good conversation.
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March 17, 2026
How to Start Charging for Value You’re Already Giving Away
Tax firms give away advisory work because it has no name, no structure, and no price. Here is how to fix that without hard-selling clients.
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