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Average Ratings 0 Ratings

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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

Refernet is an online referral management platform that is safe, secure, and tailored for local use by various organizations such as Citizens Advice teams, Councils, Charities, and Health care services throughout the UK, demonstrating its cost-effectiveness. This system facilitates secure referrals among Advice Agencies and their partners within their respective areas, whether they be towns, cities, or regions. Compliant with GDPR regulations, Refernet also provides valuable reports on activities and outcomes. We aim to empower even the smallest charities to access and utilize Refernet alongside larger national organizations, thus our pricing structure is designed to reflect both your financial capabilities and the extent of coverage you require. In addition to our primary user base operating in urban settings, we are now collaborating with multiple Citizens Advice groups to coordinate referral efforts across entire boroughs and counties, enhancing the collective impact of local support services. With Refernet, the goal is not just to streamline referrals but to foster a more connected network of assistance for those in need.

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 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 No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
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

Refernet

Website

www.refernet.co.uk

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

Referral

Affiliate Marketing No 
Campaign Management No 
Contact Management No 
Employee Referral Management Yes 
Feedback Management No 
Lead Engagement No 
Loyalty Program No 
Referral Tracking No 
Rewards Management No 

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