Deprecated: Creation of dynamic property ET_Builder_Section::$_original_content is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Field_Border::$template is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/module/field/Border.php on line
48
Deprecated: Creation of dynamic property ET_Builder_Module_Helper_MultiViewOptions::$inherited_props is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/module/helpers/MultiViewOptions.php on line
686
Deprecated: Creation of dynamic property ET_Builder_Module_Field_Divider::$count is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/main-structure-elements.php on line
1498
Deprecated: Creation of dynamic property ET_Builder_Row::$_original_content is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Column::$_original_content is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Text::$text_shadow is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Text::$margin_padding is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Text::$_additional_fields_options is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Text::$_original_content is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Helper_MultiViewOptions::$inherited_props is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/module/helpers/MultiViewOptions.php on line
686
Deprecated: Creation of dynamic property ET_Builder_Module_Menu::$text_shadow is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Menu::$margin_padding is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Menu::$_additional_fields_options is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Menu::$_original_content is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Helper_MultiViewOptions::$inherited_props is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/module/helpers/MultiViewOptions.php on line
686
Deprecated: Creation of dynamic property ET_Builder_Module_Button::$text_shadow is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Button::$margin_padding is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Button::$_additional_fields_options is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Button::$_original_content is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Helper_MultiViewOptions::$inherited_props is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/module/helpers/MultiViewOptions.php on line
686
Deprecated: Creation of dynamic property ET_Builder_Module_Image::$text_shadow is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Image::$margin_padding is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Image::$_additional_fields_options is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Image::$_original_content is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Helper_MultiViewOptions::$inherited_props is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/module/helpers/MultiViewOptions.php on line
686
Deprecated: Creation of dynamic property ET_Builder_Module_Blurb::$text_shadow is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Blurb::$margin_padding is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Blurb::$_additional_fields_options is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Blurb::$_original_content is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Helper_MultiViewOptions::$inherited_props is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/module/helpers/MultiViewOptions.php on line
686
Deprecated: Creation of dynamic property ET_Builder_Module_Code::$text_shadow is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Code::$margin_padding is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Code::$_additional_fields_options is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Code::$_original_content is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Helper_MultiViewOptions::$inherited_props is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/module/helpers/MultiViewOptions.php on line
686
Quote tax fees
with confidence
Our pricing engine recommends the perfect price for any tax or accounting client, in seconds.
Pricing data from 1,000+ tax firms
Modern tax firms
use us to quote better fees.
70% of all our fees are now recurring
“Thanks to SmartPath Engage, clients are loving our monthly tax advisory services and we have year-round cash flow. Our margins have never been better.”
Wow. I’m super excited about this
“This is insane – this week we’ve had 1 Health pro bundle closed at $250/month and 3 Tax Prep+ bundles closed at $300/month. Wow.”
We’ve been able to create consistent dependable revenue
“And we’ve automated many tasks that my team can handle so everything isn’t just on me.”
Wow. I’m super excited about this
“This is insane – this week we’ve had 1 Health pro bundle closed at $250/month and 3 Tax Prep+ bundles closed at $300/month. Wow. I’m super excited about this.”
Wow. I’m super excited about this
“This is insane – this week we’ve had 1 Health pro bundle closed at $250/month and 3 Tax Prep+ bundles closed at $300/month. Wow. I’m super excited about this.”
How much are underpriced clients costing you?
Small tax firms lose an average $24,700 per year from underpriced clients.
You’re worth more than what you charge and need to update your fee schedule.
You want to raise fees but you don’t want to lose clients.
You give away too much free work answering a million “quick questions.”
You’re at capacity and need to increase margins so you can keep growing.
It feels awkward talking to clients about fees and you don’t want to “hard-sell” anyone.
Sending proposals feels too hard so you just “wing it”.
How we make quoting tax fees
easy and stress free.
Match your fees with the services your clients really want.
Get up to three recommended prices for your work.
Onboard clients 2 – 10x faster and get paid what you deserve.
Say goodbye to low-margin tax engagements.
Engage™ Software helps you increase your average tax & accounting margins by 20-50%
See the services your clients need…
but may not be telling you
Email or Text a client a link to find out what services they need as part of their engagement. Clients see up-to three pricing options based on your fee schedule, then auto-enroll into your onboarding process or book a time on your calendar.
Give the perfect price for any client scenario
Get pricing out of your head and get paid what you deserve. Our software asks simple – no-tax-jargon – questions about their life and business to automatically match their needs with one of your service packages.
Gather everything you need to onboard clients faster.
Secure “no-login needed” dashboard for clients to complete their assigned onboarding tasks – make payments, upload & e-Sign documents, answer questions, and see the status of their onboarding.
Eliminate Scope Creep. Create easy opportunities for more paid work.
Email or Text a client a link to find out what services they need as part of their engagement. Clients see up-to three pricing options based on your fee schedule, then auto-enroll into your onboarding process or book a time on your calendar.
Download the
Perfect Pricing Template for free
See how to nail the perfect price for any tax or accounting client in 3 simple steps.
Join the Top tax firms across the US getting paid what they’re worth and attracting better clients.
Get started for free. No credit card required.
“We’ve added $9,648 in new MONTHLY revenue. I’m feeling way less stressed. We finally have an easy way to handle people that call asking how much we charge.”
“I was giving away so much knowledge upfront without getting paid. Now we have more revenue outside of Jan-April. I can get new clients without selling and without pushing people. I know what’s to expect from client work and I’m not dealing with big messes. And we’re getting clients we really want to work with.”
“Our practice has more stable revenue and I didn’t have to create a bunch of new processes myself, we just used Engage. I have a structured way to proactively interact with our Advisory clients and we increased our margins by 200% on average with my current clients. I love that SmartPath only works with tax pros because they really understand our industry.”
Deprecated: Creation of dynamic property ET_Builder_Module_Social_Media_Follow::$child_item_text is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Social_Media_Follow::$text_shadow is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Social_Media_Follow::$margin_padding is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Social_Media_Follow::$_additional_fields_options is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Helper_MultiViewOptions::$inherited_props is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/module/helpers/MultiViewOptions.php on line
686
Deprecated: Creation of dynamic property ET_Builder_Module_Social_Media_Follow::$_original_content is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Social_Media_Follow_Item::$advanced_setting_title_text is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Social_Media_Follow_Item::$settings_text is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Social_Media_Follow_Item::$text_shadow is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Social_Media_Follow_Item::$margin_padding is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Social_Media_Follow_Item::$_additional_fields_options is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Social_Media_Follow_Item::$_original_content is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/class-et-builder-element.php on line
1331
Deprecated: Creation of dynamic property ET_Builder_Module_Helper_MultiViewOptions::$inherited_props is deprecated in
/www/smartpathco_275/public/wp-content/themes/Divi/includes/builder/module/helpers/MultiViewOptions.php on line
686
