SmartPath Fundamentals

Start here to master the SmartPath software. Learn core features, workflows, and best practices to productize your services and create a streamlined, scalable, and profitable client experience.

Enroll for free

Course curriculum

1. Navigating to Firm Financials
1. Goals
1. Expenses
1. Client Base
1. Pricing
1. Business Incubator
1. Business Bundle
1. Tax Planning and Advisory
1. Accounting Success
1. Payroll
1. Reporting Only
1. Individual bundle
1. IRS Rapid Relief
1. Reporting Only - Indivuals
1. Pricing table
1. Firm Pricing
1. Pricing Customization
1. Pricing Bumps
1. Branding
1. Documents Templates
1. Onboarding Checklist
1. Magic Client Pricing
1. Adding Clients
1. Roadmap

About this course

Free
24 lessons
0.5 hours of video content

Discover your potential, starting today

Enroll today

SmartPath Fundamentals

Course curriculum

Navigating to Firm Financials

Goals

Expenses

Client Base

Pricing

Business Incubator

Business Bundle

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

Roadmap

About this course

Discover your potential, starting today