Follow the journey of features below to get a feel for how our software will help you win new client’s, grow your firm and boost your tax advisory pipeline.
#1 SYSTEMATIC APPROACH, REVEALING HIDDEN GEMS & GIVING PEACE OF MIND
Diagnostax is for people who are always looking for something better. Offer something completely different to your clients and stand out from everyone else.
End to End Tax Service
Raise the bar, deliver a systematic end to end tax advisory service from tax diagnosis to delivery of invaluable advice.
Build a custom fit tax diagnostic
Build a tax diagnostic perfectly fitted to your client and have confidence that all relevant areas will be explored, peace of mind. for you and your client.
Ask every relevant question
Let the system guide you through the relevant questions, to reveal every tax issue for your client’s ambitions – leave no stone unturned.
Access a list of clients tax issues
Together with the client, work through the tax diagnostic results, sharing the hidden gems that would have normally gone unseen by you, or your clients.
Create & download an action plan
Create an action plan in line with your client’s ambitions, to cover off the relevant tax issues at the right time, helping them to thrive