Create your SmartPath Account
Start Creating Your SmartPath Account
2 articles
Set Up Your SmartPath Account
6 articles
Learn How to Price Clients
6 articles
Price Your First Client
3 articles
Adding Users
3 articles
Auto-Reminders
1 article
Buy Subscription
1 article
Roadmaps
1 article
Package Features
2 articles
Documents
docs
2 articles
Packages
Packages
2 articles
E-signature
E-signature
4 articles
Tax Pro Clients
Learn the Tax professional Processes
1 article
Growth Community
Growth Community
1 article
Packages
Price points for each package
2 articles
Policy
Policy
1 article
Releases
Here you will find the last updates on your SmartPath account.
2 articles
SmartPath Fundamentals Course
The SmartPath Fundamentals Course is your step-by-step playbook to build a more profitable, value-driven firm. Designed specifically for solo and small firm CPAs, EAs, and tax professionals, this course teaches you how to stop selling tax prep and start selling progress.
26 articles
New Release
March 02 - 2026
4 articles
