About SmartPath
SmartPath is a company based in Irvine (United States) founded in 2018. It operates as a SaaS (Software-as-a-Service), and Subscription Services. SmartPath offers products and services including Engage Software, Magic Client Pricing Link, Smart Package Creator, Automated Onboarding Dashboard, and Scope Enforcer. SmartPath operates in a competitive market with competitors including FloQast, Canopy, Suralink, SafeSend and Silverfin, among others.
- Headquarter Irvine, United States
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Technology
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Products & Services of SmartPath
SmartPath offers a comprehensive portfolio of products and services, including Engage Software, Magic Client Pricing Link, Smart Package Creator, Automated Onboarding Dashboard, and Scope Enforcer. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Software for pricing and onboarding tax clients efficiently.
Tool to identify client needs and suggest pricing.
Tool to customize pricing for client service packages.
Dashboard for streamlined client onboarding and task management.
Tool to prevent scope creep in client engagements.
Funding Insights of SmartPath
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by SmartPath
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - SmartPath
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Smartpath Comparisons
Competitors of SmartPath
SmartPath operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as FloQast, Canopy, Suralink, SafeSend and Silverfin, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Automated account reconciliation is facilitated by a cloud-based platform.
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| domain | founded_year | HQ Location |
Practice management software is offered for accounting professionals.
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| domain | founded_year | HQ Location |
Workflow management software is provided for accounting firms' document handling.
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| domain | founded_year | HQ Location |
Tax automation solutions are provided for accountants' digital return delivery.
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| domain | founded_year | HQ Location |
Cloud-based accounting workflow and practice management solutions for businesses
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| domain | founded_year | HQ Location |
AI-powered platform offering solutions for accountnats
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about SmartPath
When was SmartPath founded?
SmartPath was founded in 2018.
Where is SmartPath located?
SmartPath is headquartered in Irvine, United States. It is registered at Irvine, California, United States.
What does SmartPath do?
SmartPath is engaged in developing software solutions for tax and accounting professionals. The company operates within the technology sector, specializing in tools that assist with pricing, client onboarding, and engagement management. Solutions offered include Engage Software, Magic Client Pricing Link, and Automated Onboarding Dashboard, which are designed to improve margins and streamline operations for tax firms across the United States. The focus is placed on delivering value through automation and data-driven pricing recommendations.
Who are the top competitors of SmartPath?
What products or services does SmartPath offer?
SmartPath offers Engage Software, Magic Client Pricing Link, Smart Package Creator, Automated Onboarding Dashboard, and Scope Enforcer.