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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

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 

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