SmartPath.co

Free Client Guide Template
FOR TAX & ACCOUNTING PROS

When you want better clients...

Use this template to get "pre-sold" clients who

want year-round engagements.

The Client Guide Template

> Increase your avg fee per client.

> Get clients ready to move forward before even talking to you.

> Engage more higher-paying year-round clients!

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Attract better clients.

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25%

Increase your average fee per client.

Use this template to show clients how your premium services will give them what they want.

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25%

"Pre-Sell" your services.

Have clients ready to move forward before you even talk.

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25%

Engage more year-round clients.

Show clients the importance of year-round planning if they want to lower their taxes.

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25%

Our surgeons are experts at what they do as well as being the best in their fields. You can trust you are in good hands with years of experience under their belts.

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25%

Our surgeons are experts at what they do as well as being the best in their fields. You can trust you are in good hands with years of experience under their belts.

Data set

Feature

25%

Our surgeons are experts at what they do as well as being the best in their fields. You can trust you are in good hands with years of experience under their belts.

Data set

Feature

25%

Our surgeons are experts at what they do as well as being the best in their fields. You can trust you are in good hands with years of experience under their belts.

Data set

Feature

25%

Our surgeons are experts at what they do as well as being the best in their fields. You can trust you are in good hands with years of experience under their belts.

Data set