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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$275 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Product Features

360 Degree Feedback

Dashboard
Feedback / Surveys
Progress Tracking
Question Library
Rater Selection
Self Service Portal
Supports External Reviewers

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