June 30, 2024
Behind the Scenes: Kristal Schwartze
See How SmartPath Transforms Tax and Accounting Firms in the real world.
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Everything you need to price, propose, and grow.
Webinars, guides, checklists, and templates built specifically for tax and accounting firm owners.
June 30, 2024
Behind the Scenes: David Soloway
See How SmartPath Transforms Tax and Accounting Firms in the real world.
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February 12, 2024
Six Ways To Boost Your Tax Season Margins
Margins are the single biggest lever a small tax firm can pull. Here are six tested strategies that, used together, create a flywheel for real profitability this tax season.
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January 30, 2024
Increase Your Tax Season Margins in 90 Seconds
Tax season is the one time of year every client interacts with the firm. That makes it the highest-leverage moment to lift margins for the next twelve months, using three simple plays.
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January 18, 2024
3 Assets You Need To Increase Fees This Tax Season
Drawn from over 14,000 tax and accounting proposals, these are the three assets every firm needs before raising fees, so the conversation lands cleanly and clients say yes.
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December 8, 2023
What is a Proposal Software for Tax Firms? 3 Things You Need to Know
Most proposal tools focus on logistics like eSignatures and payments. The features that actually move margin are progress, options, and pricing.
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