Small tax firms lose on average $24,700/year from underpriced clients.
Our pricing engine
recommends the perfect price for any tax or accounting client, in seconds. The pricing data is from 1,000+ firms.
Get a recommended fee schedule
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, all through
pre-built checklists that align with the services the client enrolled in.
Eliminate scope creep: Use the Scope Enforcer™
- Completely
control scope for every client.
-
Visually display what’s included in their engagement and what’s not.
- Easily
add new paid services 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.
-
Click here to get a recommended Fee Schedule for FREE.
(Plus NATP Members get an
exclusive 30% discount on
Engage Software™).
Get a recommended fee schedule