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SmartPath
(800) 926-5905
www.smartpath.co

SmartPath allows you to perfectly price any tax or accounting client in seconds. Our pricing engine helps you onboard clients 2-5x faster and get paid for all the work you do throughout the year.

Archived Webinars

6 WAYS TO BOOST YOUR MARGINS DURING TAX SEASON
Recorded Date January 22, 2025  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm     
THE EASIEST WAY TO GET PAID FOR TAX PLANNING
Recorded Date September 25, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm     
HELP WANTED: WINNING THE WAR FOR TALENT DURING THE ACCOUNTING HIRING CRUNCH
Recorded Date June 26, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Personnel/Human Resources  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
HOW TO RETIRE WITH MORE INCOME: "NO-HASSLE" ALTERNATIVE TO SELLING YOUR PRACTICE
Recorded Date December 6, 2019  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm     
MORE REVENUE, FEWER CLIENTS: PROFIT MORE & STRESS LESS IN 3-SIMPLE STEPS
Recorded Date June 12, 2018  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm     
GETTING READY FOR NEXT TAX SEASON - WHAT TO DO NOW FOR BETTER RESULTS IN APRIL
Recorded Date December 18, 2014  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
CLIENT OBEDIENCE TRAINING: GETTING YOUR CLIENTS TO DO WHAT YOU WANT EVERY TIME
Recorded Date October 2, 2014  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
HOW TO INCREASE CLIENT REFERRALS & RETENTION
Recorded Date August 25, 2014  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
FEELING BURNT OUT? 5 STEPS TO RE-ENERGIZE YOUR PRACTICE AND PROFITS
Recorded Date July 25, 2014  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
THE KEY TO GENERATING POST-TAX SEASON REVENUE
Recorded Date May 16, 2014  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Communications & Marketing  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
THE "SECRET SAUCE" TO ADDING FINANCIAL SERVICES (TO YOUR TAX PRACTICE)
Recorded Date January 6, 2014  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Communications & Marketing  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
MAKE THIS TAX SEASON EASIER (3 SIMPLE TOOLS YOU CAN USE IMMEDIATELY)
Recorded Date December 12, 2013  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Communications & Marketing  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other