SmartPath now connects directly with Zapier, giving tax and accounting professionals a simple way to automate communication with their clients throughout the engagement process, from the moment a roadmap is created to the day a service package is signed.
What This Integration Does
With the SmartPath–Zapier integration, tax pros can automatically trigger emails and notifications at key moments in the client journey, without any manual follow-up. Specifically, the integration allows you to:
Notify clients automatically when:
A roadmap is created for them
A proposal is sent
They sign their engagement documents
Keep tax pros in the loop by sending a notification when a client:
Signs their documents
Selects their service package
This creates a direct, real-time line of communication between the firm and its clients, reducing manual outreach while keeping everyone informed at every stage of the engagement.
Availability
This integration is currently available by invitation only. SmartPath is rolling it out gradually, so firms interested in enabling it should reach out to their SmartPath contact or [email protected] to request access.
How to Set It Up
Requirements:
An active Zapier account
An invitation from SmartPath to enable the integration on your account
Steps:
Log in to your SmartPath account.
Go to Set Up > Integrations > Zapier.
Follow the prompts to connect your Zapier account to SmartPath.
Once connected, choose which events should trigger notifications (roadmap created, proposal sent, documents signed, package selected).
Confirm your automation and start receiving/sending automatic updates.
Note: Since this feature is invitation-only at launch, the Zapier option in your Integrations menu will only be active once SmartPath has enabled it for your account.