In partnership with
Pricing and client engagement, finally simple.
SmartPath is pricing and proposal software built exclusively for U.S. tax and accounting firms. It analyzes a firm's client roster, recommends the right price for every client based on pricing data from 1,800+ firms across the US, and automates the proposals, engagement letters, and onboarding that come after. In one recent roster analysis, SmartPath found $91,277 in revenue already sitting in a single firm's existing client list, work that was being done but never billed for.
What SmartPath does
- Client Roster Insights. Shows exactly where the pricing gaps are in an existing client list, client by client, instead of guessing which accounts are underpriced.
- Done-For-You Pricing. Recommends the right price for tax prep, accounting, payroll, and advisory work based on data from 1,800+ firms, so pricing doesn't rely on memory or gut feel.
- Magic Client Pricing Link. One link, sent by email or text, that shows the client up to three pricing options and lets them enroll or book time on the spot.
- Intelligent Proposals. Turns pricing into a clear, visual proposal so the client can see exactly what each option includes before they decide.
- Auto Engagement. Generates the engagement letter and locks in scope, so work outside the original agreement becomes a new paid service instead of free work.
- Auto Onboarding. A secure, no-login dashboard where clients pay, upload documents, e-sign, and finish onboarding tasks on their own.
Special offer for NATP members
- 30% discount on all plans
- A free Pricing Audit, a short session to see where a firm's fee schedule stands against current market rates. No cost, no obligation.