SmartPath
Curated by SignalDigital tools enhancing efficiency for tax professionals and accountants.
Overview
SmartPath is a fintech company that offers digital tools aimed at accountants, with a particular emphasis on improving the efficiency of tax firms. Its main product, SmartPath Engage, is designed to streamline pricing and fee schedules for tax professionals, potentially enhancing profitability and attracting higher-quality clients. The platform features tools such as the Magic Client Pricing Link™, Smart Package Creator™, and Automated Onboarding Dashboard, which are intended to assist with client onboarding and operational processes. SmartPath utilizes data from over 1,000 tax firms to provide insights that may aid users in making informed pricing decisions. The solution is targeted at tax professionals and small firms that are looking to optimize their practices and improve profit margins.
Key facts
- Founded
- 2018
- Headquarters
- Irvine, United States
- Stage
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- Industry
- Financial Technology
Business model
- GTM channel
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- 2 products and services
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- Commercial model
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Contact
- Primary office
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