Tax Professionals:
Perfectly price any client engagement!
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You deserve to be fairly paid.
#1 Client Fit Checklist
- Easy "Test" for new clients in less than 60 seconds.
- See if they're willing to let you diagnose their true needs.
- Eliminate "Tire-Kickers".
- Open the door for premium engagements.
- Set up your Free Discovery Calls for success.
- >> Learn How to Use This Worksheet
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#2 Client Guide Worksheet
- Give clients critical information about working with you before ever talking to them.
- Help them understand your different price levels.
- Show them why they should work with you over other firms.
- Eliminate "selling" and let clients choose the best level of service for themselves.
- >> Learn How to Use This Worksheet
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#3 | Discovery Worksheet
- Proven framework to make your Discovery Calls easier.
- Find out the exact price range clients should be paying.
- Quickly identify if they're a good match for your firm.
- Immediately stand out from the competition.
- Make your value clear so clients want to pay your fee.
- >> Learn How to Use This Worksheet
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Want to be fairly paid for all your tax work?
SmartPath Engage recommends the perfect price for any engagement based on the client's unique needs:
- Tax Prep Fees
- Accounting & Payroll Fees
- Strategic Advisory Fees
Price clients faster, with more accuracy, and with better margins.
Better Pricing
Better Pricing
21.6K
- Match clients with the perfect engagement level and defined scope.
- Accurately price clients yourself or send them a link to see pricing themselves based on your defined parameters.
- Never "guess" if you priced a client correctly again or suffer through razor thin margins.
Active Customers
Et has minim elitr intellegat. Mea aeterno eleifend antiopam ad.
Easier Client Onboarding
21.6K
- Clearly show and explain your engagement options so clients want to enroll without any selling or pressure.
- Automatically send proposals, collect e-signatures, and securely process recurring payments.
- Share a custom Onboarding Dashboard with clients so they can immediately see what documents and data you need to start delivering work.
Active Customers
Et has minim elitr intellegat. Mea aeterno eleifend antiopam ad.
Training, Tools, and
Support
Support
21.6K
- 99% of the pricing work is done for you.
- You get unlimited access to our tools and online training.
- You can start engaging ideal clients with better fees in as little as 15-minutes.
Active Customers
Et has minim elitr intellegat. Mea aeterno eleifend antiopam ad.
Money back guarantee
21.6K
Don’t see at least a 5% profit return in the first year? We’ll give you a full refund, no questions asked.
Active Customers
Et has minim elitr intellegat. Mea aeterno eleifend antiopam ad.
Money back guarantee
21.6K
Don’t see at least a 5% profit return in the first year? We’ll give you a full refund, no questions asked.
Active Customers
Et has minim elitr intellegat. Mea aeterno eleifend antiopam ad.
Money back guarantee
21.6K
Don’t see at least a 5% profit return in the first year? We’ll give you a full refund, no questions asked.
Active Customers
Et has minim elitr intellegat. Mea aeterno eleifend antiopam ad.
Get BETA Access to Engage Software.
Access the framework 1,000's small tax & accounting firms across the US
are using to perfect their pricing.
