Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
For business owners seeking tax services, understanding the distinctions between tax consultancy and advisory can be quite perplexing. Do you possess the capability to outline, price, promote, and implement a viable tax advisory and consultancy service for your clientele? Begin by clearly defining your tax services and the various tiers of advisory and consultancy options available to your clients. Seek out resources that will help you establish pricing for your newly structured tax advisory and consultancy service levels. Utilize downloadable templates and content to attract and convert more tax-related work. Assess the specific tax advisory needs of your clients and ensure you have access to the necessary expertise to fulfill those requirements. Diagnostax offers a reliable and lucrative tax advisory and consultancy service that seamlessly integrates with your business operations. Our comprehensive services, tools, products, and tax professionals encompass every aspect of tax consultancy, from initiating conversations with clients regarding their tax situations to accurately diagnosing their advisory needs and executing the necessary tax advice effectively. Additionally, we provide continuous support to ensure that your clients receive the best possible outcomes in their tax planning and compliance efforts.
Description
Created by a knowledgeable team with extensive experience in both corporate environments and consultancy, the OPTM360 aims to assist managers in swiftly recognizing and modifying behaviors to enhance their leadership and management abilities. The survey features a distinctive "Do More/Do Less" scale that simplifies the process while ensuring that valuable insights are delivered. The behavioral elements included in this survey are meticulously sourced from academic studies that pinpoint the factors most strongly associated with effective leadership. By concentrating on the three behaviors that respondents deem most crucial, the OPTM360 equips leaders with clear guidance on what changes are necessary. Once the report is received, leaders gain immediate clarity on which behaviors to adjust and the methods for making those adjustments. Furthermore, this tool provides tailored advice for behavioral change directly from colleagues who are intimately familiar with their work. Unlike conventional 360-degree feedback assessments that inundate managers with extensive reports filled with complex visuals and statistics, the OPTM360 emphasizes actionable recommendations, making the path to improvement straightforward and practical. Ultimately, this innovative approach transforms the feedback process into a valuable experience that fosters real growth.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$275 per month
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Diagnostax
Founded
2016
Country
United Kingdom
Website
www.diagnostax.co.uk
Vendor Details
Company Name
OPTM360
Country
United States
Website
www.optm360.com
Product Features
Tax Practice Management
Approval Process Control
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
Scenario Planning
No
Tax Filing
No
Tax Forms
No
Workflow Management
No
Product Features
360 Degree Feedback
Dashboard
Yes
Feedback / Surveys
Yes
Progress Tracking
No
Question Library
Yes
Rater Selection
No
Self Service Portal
No
Supports External Reviewers
Yes