SmartPath

10 years ago we started working with tax & accounting professionals every single day - you know the biggest thing we've learned? Growing a small firm and preparing for retirement is way harder than it needs to be. So, we launched SmartPath to share the intelligent growth and retirement processes we discovered by working with 1,000's of small firms across the country. With a few intelligent adjustments in the right place, any firm can get better results and feel way less stress. We want as many people as possible to experience the benefits of this process, so we made the SmartPath Client Exchange Platform simple and effective. We hope you give us a look and see for yourself.