RemReview instantly shows the impact of different options extracting money from the company. The software includes everything you need to explore options with clients and identify possible tax savings.

RemReview software guide

Here is further guidance to help you exceed expectations

• Approaching client meetings

• Pricing your services

• Delivering the tax savings

• How to wow clients and increase client loyalty

• How to win more clients

Approaching client meetings

RemReview has been developed to use in front of corporate clients to explore the financial impact of different ways of extracting money from the company.

Here is our suggested approach to maximise the benefit from RemReview software in client meetings.

Before the meeting

Identify whether tax savings are possible? Open RemReview and enter some initial information to identify if tax savings possible for one or more scenarios.   

If meeting worthwhile, invite your client to meet to explore possible savings. Open RemReview, open client review and download the invitation letter for your client.

Follow up invitation with a call to your client to come for a meeting.  

Get documents ready for meeting from RemReview such as

• Agenda, and
• Relevant client summaries, which can all be downloaded from the software.

Make sure you are comfortable with RemReview software and the issues likely to be covered.

During the meeting

Provide a copy of the agenda to your client.

Enter the figures into RemReview software in the details section or go through the figures you have already entered with your client, so your client is aware of the information entered and can let you know of future changes.

Explore the various options available to your client in the “Options” section within RemReview software. They may be open to exploring all options or prefer to focus on 1 solution.

Discuss the issues covered in the client summaries relating to the option/s being considered.

Fine tune the preferred solution within the comparison section of RemReview. You can quickly make changes or even ask the software to calculate the most tax efficient combination.   

Provide a summary of the figures. Within RemReview you can generate “summary figures”, which restates the main on-screen figures.

Use the appropriate liability summaries to explain to your client the likely tax payments due as a result of the proposed changes.

Price and secure work.

Open link to EffectivePrice (if you have access) to produce price quote for work identified. EffectivePrice will allow you to price up to 3 levels of service which matches perfectly the ProActivTax systems. If you have access to your own pricing software then use this to provide a quote for services identified.

After the meeting

Provide a summary of your meeting discussions a couple of days after the meeting.

Open RemReview, open client review, and then produce Tailored report for client. If you generate the report in word format (switch is in General settings) you can personalise as you wish or you can email directly the report the software produces.

Deliver the tax savings.

ProActivTax Premium & Full members have access to systems, which include checklists, guides and much more to help you deliver the tax savings efficiently. 

All ProActivTax members have access to a panel of experts who can deliver the tax savings to your client on your behalf.

Pricing your services

There are various ways to price your services, including time based, fixed fees and value billing. Whilst it is very difficult to truly value bill, our pricing software EffectivePrice comes close by providing choices tailored to your client’s circumstances.

RemReview links to EffectivePrice* to allow you to instantly provide fee quotes specific to your client’s circumstances

* Link to EffectivePrice software and tax planning templates will be available early 2025.

(available to EffectivePrice subscribers, as well as Premium and Full ProActivTax members)

Delivering the tax savings

ProActivTax systems which compliment RemReview software

(available to Premium and Full ProActivTax members in early 2025)

• Bonus and salary
• Pension
• Dividend
• Rent
• Loan interest

All ProActivTax members have access to a panel of tax experts to deliver the tax savings to clients on your behalf.

How to wow clients and increase loyalty

To provide valuable advice, tax or otherwise, we would strongly recommend getting to know your client. It can be easy to think we know our clients; Do we fully know their families, assets, liabilities, or more importantly their longer-term goals and aspirations?

It is only by really knowing our clients can we truly provide awesome advice.   

Our Ask the Right Questions software (ARQ-Pro) can help you truly get to know clients by asking the key questions and allowing you to centrally record the information.

You can subscribe to ARQ-Pro software now or become a Premium or Full ProActivTax member to get free access to ARQ-Pro software and much more.

How to win more clients

One fantastic way of winning more clients is a recommendation from an existing client.

There are 3 ideal times to ask for a referral, when;

1. A client signs up to your services or extra services,
2. When you have just completed a piece of work (or identified possible tax savings using BizReview), or
3. When a client says ‘Thank you’.

Using your own words we would recommend asking, “Do you know anyone else that we can help save tax?”

Given that it is very effective and cheaper to build a business through personal recommendations, then it is worth making sure this questions is always asked at one of these suitable times by your team.

Rest assured, if you don’t ask, then it won’t happen.

Should you have any queries in relation to tax planning you can always contact the ProActivTax Team on 01246 488200 or perhaps email info@proactivtax.co.uk.