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Average Ratings 4 Ratings
Description
Hubbix is an online tool that business coaches, advisers and consultants can use to provide advice to clients.
It allows them to assess the business of their clients, identify their vulnerabilities and opportunities, and create action plans that reflect what is needed to achieve their goals.
Benefits:
1. You can save 45% of your time by not having to type up notes or actions after each meeting. You don't need to prepare before the meeting and you get straight to the point in the meeting.
2. It increases the Client LTV (Lifetime Value) by providing them with a structure that they can work on.
3. You can now offer exit strategy planning as a service to your customers.
4. Offers a HOLISTIC DIAGNOSTIC APPROACH for business advisory services, so that no matter what your background or experience is, you can guide clients in areas where you do not have any experience.
5. It provides a PROVEN framework for client sessions which gets results.
Description
TaxWise simplifies the entire E-filing and fee collection process from beginning to end. You can efficiently manage your clients' documents in a digital format while providing an extensive selection of affordable bank products. Returns can be processed swiftly and effortlessly, catering to both novice and seasoned professionals. The platform includes built-in error diagnostic tools that help save valuable time. Additionally, it offers guidance for resolving e-filing mistakes through direct links to the forms that require adjustments. Users can explore different tax scenarios for their clients using the “What if?” feature, and they can also save these scenarios for later use. With planning and advisory tools, you can effectively counsel clients on potential deductions or capital expenditures. TaxWise also promotes diversity within your staff and client base by offering a wide range of comprehensive Spanish features. You’ll have access to over 60 forms and schedules in Spanish, available both on-screen and in printed formats. Furthermore, the program provides bilingual product support, ensuring your team receives the necessary assistance whenever needed. This combination of features makes TaxWise an indispensable resource for tax professionals looking to enhance their services.
API Access
Has API
API Access
Has API
Integrations
Sagenext
SmartVault
TaxDome
Textellent
UltimateTax
Verito
Pricing Details
£96/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
Hubbix
Founded
2020
Country
United Kingdom
Website
www.hubbix.app
Vendor Details
Company Name
Wolters Kluwer
Founded
1987
Country
Netherlands
Website
taxna.wolterskluwer.com/professional-tax-software/taxwise
Product Features
Business Plan
Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Fundraising Management
Investor Management
Pitch Presentation
Social Sharing
Step-by-Step Wizard
Product Features
Tax Planning
Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning
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