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Average Ratings 5 Ratings

Total
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features
design
support

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 

Screenshots View All

Screenshots View All

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 
Stripe No 
Xero 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 
Stripe Yes 
Xero 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 

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