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Average Ratings 5 Ratings
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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
API Access
Has API
Integrations
Authorize.Net
Daylight
Google Analytics
InstaPayments
Khaos Control Cloud
Panacea
PayPal
Paymob
Plivo
Razorpay
Integrations
Authorize.Net
Daylight
Google Analytics
InstaPayments
Khaos Control Cloud
Panacea
PayPal
Paymob
Plivo
Razorpay
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
JungleWorks
Founded
2017
Country
United States
Website
jungleworks.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
Marketplace
Catalog Management
Category Management
Fee / Commission Management
Order Management
Payment Processing
Promotions Management
Returns Management
SEO Management
Shopping Cart
Vendor Portal
