SmartPath Engage

🚀 Goals

💵 Expenses

🗃️ Client base

🧾 Pricing

💡 Business Incubator

💡 Business Bundle

✒️ Navigating to Firm Financials

🗓️ Tax Planning and Advisory

🎉 Accounting Success

💰 Payroll

📈 Reporting Only

👤 Individual bundle

🏛️ IRS Rapid Relief

📊 Reporting Only - Individuals

📋 Pricing table

💼 Firm Pricing

✏️ Pricing Customization

✨ Pricing Bumps

🎨 Branding

📑 Document Templates

✅ Onboarding Checklists

🪄 Magic Client Pricing

❇️ Adding Clients

⚙️ Client Enrollment process

📍 Roadmap

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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.

SmartPath Fundamentals Course

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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