SmartPath: An Intelligent, Automated Pricing Tool
Price With Confidence & Increase Margins
Data-driven pricing engine recommends the perfect price for any tax or accounting client in seconds, so you can stop guessing and start earning.
How much are underpriced clients costing you?
Tax accountants lose on average $24,700/year from underpriced clients. SmartPath is for you if:- You’re worth more than you charge and want to update your fee schedule.
- You want to raise fees, but you don’t want to lose clients.
- You’re giving away too much free work, answering a million “quick questions.”
- It feels awkward talking about fees, and you don’t want to “hard-sell” clients.
- Sending proposals feels too hard, so you just “wing it.”
See how to perfectly price any client in 3 simple steps
Download our free Perfect Pricing Template:
- One simple framework that’ll help you perfect your fees and increase margins with new and existing clients.
- Get paid for your knowledge, not just your time and labor.
- Give ideal clients a simple price they’ll want to pay!
- Automate the entire process.
Eliminate Pricing Doubts and Delays with Effortless Pricing Precision
Automate needs assessment, deliver precise pricing, maximize revenue, and streamline client enrollment — all without time-consuming consultations.
See what services your clients need
Understand what your clients really want without the back-and-forth communication.- Share a single link via email or text for instant needs assessment
- Enable clients to self-select services based on their needs
- Present up to three tailored pricing options automatically
- Streamline enrollment with direct calendar booking or auto-onboarding
Perfectly price any client
Share competitive prices without second-guessing yourself.- Convert client information into precise service recommendations
- Ask simple, jargon-free questions to understand client needs
- Match clients to your pre-set service packages automatically
- Price confidently knowing every engagement will be profitable
Onboard clients up to 10x faster
Set the foundation for successful relationships from day one.- Provide a secure, no-login dashboard for client convenience
- Collect payments, share docs, and request eSignatures
- Use pre-built checklists aligned with the client’s enrolled services
- Track progress and prioritize tasks systematically
Strategic Advisory Worksheets & Certification
Access advisory tools to make your client advisory work second nature.- Firms that offer more than just “tax prep” have higher margins and better client satisfaction.
- Step-by-step training to offer strategic advisory services.
- Checklists, Templates, and simple 1-page reports proven to show the value of your work.
- Don’t reinvent the wheel when you don’t have to.
Maximize revenue and minimize scope creep
Eliminate scope creep and create opportunities for additional paid work.- Set clear boundaries for service inclusions and exclusions
- Display service scope visually for client understanding
- Add new billable services efficiently as needed
- Reduce unpaid “quick questions” with clear engagement terms
**COMING IN 2025**
What our SmartPath customers are saying
We increased our margins by 200% on average with my current clients. I love that SmartPath only works with tax pros because they really understand our industry.Kristal Schwartze, CPA
70% of our fees are now recurring. Clients love our monthly tax advisory services, and we have year-round cash flow. Our margins have never been better. Our firm has increased our client fees, on average, by ~513%.Michael McGovern, EA
Want to automate pricing?
Book a call and get help pricing a client for FREE. (Plus, get an exclusive 30% Discount on Engage Software™)
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