Turn Your Tax Knowledge Into Revenue
SmartPath gives you the training, tools, & templates you need to turn your valuable tax knowledge into profitable client engagements.
Charge the right price for every business or individual client you work with. Use our proven pricing guidelines & calculators to take the guesswork out of your proposals and charge fees clients will be willing to pay.
Pre-Built Service Packages
Bundle your client work into monthly fee packages that compensate you year-round for your knowledge, not just your labor. Our expertly designed packages are already set up for you, so you can offer the right client, the right proposal in seconds.
Exclusive Marketing Library
Help clients see your value with fully customizable marketing templates. Drag and drop your logo and attract your ideal clients to stand out from the competition.
Automated Proposal Tools
Bring in revenue faster and drastically simplify your new client meetings. Our automated proposal tools combine meeting scripts, service options, and simple client visuals so you can eliminate stress when meeting with a new client and increase your realization rate.
Client Onboarding Kits
Everything you need to fully onboard your clients so you can get paid and start your relationship the right way. Payment forms, email templates, client disclosures, & more!
Eliminate scope creep and make sure nothing falls through the cracks. Our workflow templates are fully aligned with your service packages. Save hours creating your own from scratch and focus on delivering results (instead of managing expensive software).
Reach Your Revenue Goals Faster
You have the valuable knowledge and expertise - build the practice you’ve always wanted with SmartPath training, tools, & templates.
Exclusive NATP Member Discount
Receive 15% off your SmartPath Starter plan
for as long as you’re an NATP member. Use code: