Average Ratings 0 Ratings
Average Ratings 25 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
Pointerpro, is a software platform that allows you to create your own online assessments with personalized reports and auto-generated reports. It lets you turn your expertise into a tool that delivers customized advice at scale.
Discover why experts such as coaches, consultants, HR professionals, and marketers worldwide use Pointerpro for automated personalized advice delivery. Pointerpro is a great tool for automating your advisory business and generating leads.
Seeing is believing. Get a 7-day trial of Pointerpro with all functionality to see how automation can help you automate your advice delivery
API Access
Has API
No
API Access
Has API
No
Integrations
Emailable
No
Facebook
No
Formstack
No
Formstack Documents
No
Google Analytics
No
Google Sheets
No
Mailchimp
No
Maintenance Care
No
Make
No
MindCloud
No
Integrations
Emailable
Yes
Facebook
Yes
Formstack
Yes
Formstack Documents
Yes
Google Analytics
Yes
Google Sheets
Yes
Mailchimp
Yes
Maintenance Care
Yes
Make
Yes
MindCloud
Yes
Pricing Details
$275 per month
Free Trial
No
Free Version
No
Pricing Details
$33 per month
Free Trial
Yes
Free Version
Yes
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
Yes
Live Rep (24/7)
Yes
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
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Diagnostax
Founded
2016
Country
United Kingdom
Website
www.diagnostax.co.uk
Vendor Details
Company Name
Pointerpro
Founded
2012
Country
Belgium
Website
pointerpro.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
Assessment
Certification Management
No
Individualized Assessments
Yes
Multi-User Collaboration
Yes
Proctoring
No
Scoring
Yes
Skill Testing
Yes
Surveys
Yes
Test / Quiz Creation
Yes
Lead Generation
Contact Discovery
Yes
Contact Import/Export
No
Lead Capture
Yes
Lead Database Integration
No
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
Yes
Prospecting Tools
No
Visitor Identification
No
Pre-employment Testing
Aptitude Testing
Yes
Candidate Comparison
Yes
Candidate Management
Yes
Customizable Tests
Yes
Online Testing
Yes
Personality Testing
Yes
Pre-made Test Library
No
Real Time Reporting
Yes
Skill Testing
Yes
Test Authoring
No
Workflow Management
No
Survey
Custom Survey URLs
Yes
Data Analysis Tools
Yes
Email Marketing
Yes
Mobile Survey
Yes
Offline Response Collection
Yes
Paper Survey
No
Question Branching
Yes
Question Library
Yes
Site Intercept Survey
No
Skip Logic
Yes
Supports Audio / Images / Video
Yes
Training
Academic / Education
Yes
Asynchronous Learning
No
Blended Learning
Yes
Built-In Course Authoring
No
Built-in LMS
No
Certification Management
Yes
Corporate / Business
No
Learner Portal
No
Mobile Learning
Yes
Simulation
No
Synchronous Learning
No
Training Companies
Yes
eCommerce
No