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  • Writer's pictureJoe Gibson

Shrink their tax bills, from home.

Updated: Feb 16, 2021

We’re all stuck at home for the foreseeable.

We’re all affected, and your client’s businesses are hurt. Our attention is focused on what we can do to help clients.

It’s a testing time for all of us, but we still have the tools to make a client smile. With Diagnostax… unlimited usage… and Zoom… it’s just a click away.

Uhu… you have unlimited Diagnostax usage until June. 🎉

By using Diagnostax, you can demonstrate what can be done to make things better. Reduce their costs and make them savings. You can ensure your clients are in a more efficient tax position, with more money in their business. And you can do it all from the comfort of your own home.

Here’s a plan:

  1. Offer a free review as a good will gesture in these difficult times. (You’ll make back the money on work delivered)

  2. Use this template invite to… invite them.

  3. Start with those that need you most. That’s one conversation in their day that improves finances and peace of mind.

  4. Complete the Preliminary Questions & Questions, behind the scenes (45min)

  5. Invite the client to review your responses, on the Review page (15min)

  6. Create your action plan (30min)

  7. Invite the client to propose your plan (30min)

Host super ‘human’ meetings with video chat software, like Zoom. It’s perfect for those problem-solving talks, often more focused than face to face.

Get those Zoom calls in 🦹🦹‍♂️

Business photo created by drobotdean –

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