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Our pricing engine recommends the perfect price for any tax or accounting client in seconds. The pricing data is from 1,000+ firms.
How much are underpriced clients costing you?
- You’re worth more than you charge and need 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”
Use Engage Software to price clients with confidence
See what services your clients need: Use the Magic Client Pricing Link™
- Email or text a client one link to find out what services they need
- 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
Perfectly price any client: Use the Client Services Calculator™
- Get pricing out of your head and get paid what you deserve
- Our software asks simple, “no-tax-jargon” questions about the client’s life and business to automatically match their needs with one of your service packages
Onboard clients 2-10x faster: Use the Automated Onboarding Dashboard™
- Secure “no-login needed” dashboard for clients to speed through onboarding tasks
- Collect payments, upload & e-sign documents, and answer questions through pre-built checklists, aligning with the client's services
Eliminate scope creep: Use the Scope Enforcer™
- Completely control the scope for every client
- Visually display what’s included in their engagement and what’s not
- Easily add new paid servicees on the fly and protect your margins
Want help with your fee schedule?
Two ways we can help:
- Download our Perfect Pricing Template©. See how to perfectly price any client in 3 simple steps.
- Get a recommended Fee Schedule for FREE. (Plus NATP Members get an exclusive 30% discount on Engage Software™).