Average Ratings 0 Ratings
Average Ratings 5 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
Clients have the ability to connect with specialists in real-time via audio and video calls, while also benefiting from end-to-end encrypted messaging and a screen-sharing feature within your consulting marketplace. Administrators can manage expert service provider information efficiently from a centralized dashboard on your consultation platform, allowing for easy additions, edits, and updates. Both service providers and clients receive immediate notifications regarding bookings through chat messages and reminders facilitated by your online consultation marketplace. You can establish your preferred consultation fees and effortlessly process payments from clients using various payment gateways integrated into your consulting platform. Clients can schedule their appointments based on mutual availability with service providers through your online consultation marketplace. Enhance your on-demand consultation service and outpace your competitors by utilizing our sophisticated analytics and reporting tools, ensuring you make informed decisions for growth and performance optimization. This comprehensive approach to online consultations not only improves user experience but also streamlines the overall operational process.
API Access
Has API
No
API Access
Has API
No
Integrations
Authorize.Net
No
Daylight
No
Google Analytics
No
InstaPayments
No
Khaos Control Cloud
No
Panacea
No
PayPal
No
Paymob
No
Plivo
No
Razorpay
No
Integrations
Authorize.Net
Yes
Daylight
Yes
Google Analytics
Yes
InstaPayments
Yes
Khaos Control Cloud
Yes
Panacea
Yes
PayPal
Yes
Paymob
Yes
Plivo
Yes
Razorpay
Yes
Pricing Details
$275 per month
Free Trial
No
Free Version
No
Pricing Details
Contact to get a quote
Free Trial
No
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
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
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
JungleWorks
Founded
2017
Country
United States
Website
jungleworks.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
Marketplace
Catalog Management
No
Category Management
No
Fee / Commission Management
No
Order Management
No
Payment Processing
No
Promotions Management
No
Returns Management
No
SEO Management
No
Shopping Cart
No
Vendor Portal
No