We provide a number of software products to help enhance your professional practice. You can susbcribe to these separately or consider Premium or Full ProActivTax membership where the software below is provided as part of the membership package.
No tie in periods - We believe in our software
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Links to access
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Pricing
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Value Based pricing is extremely difficult to achieve. However, you can come close with EffectivePrice.
This unique pricing software includes everything you need to provide professional pricing quotes and detail exactly what your services will include. You have the option of selecting 3, 2 or 1 level of service, as well as change all templates, upload your own documents or generate all documents in word allowing you to include final personalised changes for each client.
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Know clients
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Truly understanding clients is key to providing any advice and identifying ways to help them.
Our ‘Ask the Right Questions’ (ARQ-Pro) software helps you truly get to know their clients by asking the key questions. The software not only helps you get to know your clients it also includes.
Achieving aspirations – helping you provide a goal setting and review service. Wealth improvement – helping you provide a wealth review and improvement service. Identify Inheritance Tax – to help you identify client’s potential liability and provide recommended next steps. Internal action checklists – to help you quickly identify possible issues and opportunities to help clients.
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Tax planning
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BizReview instantly shows the impact of decisions on the business structure. The software performs complex calculations in an instant, showing how tax liabilities and finances can change under a restructuring of a sole-trader or partnership.
These and other questions can be efficiently explored with our new sleek software.
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Tax planning
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Coming this Autumn, RemReview, will instantly provide the financial implications of using different ways of taking money out of a company. The software will perform complex calculations in an instant.
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coming this Autumn |
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Diagnostic
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TaxBoost can help your firm be more proactive with clients, add real value and win new work. The software includes a tailored series of questions from which the the software will generate reports, action plans, guides and much more. You can edit all of the content and even add your own should you wish to include other services or topics.
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Click on one of the links above to subscribe and enhance your firm
Or
Click on www.BoostYourTax.co.uk to select a time for an online demo
All of our software
- are easy to use in front of clients,
- guide you through the required information,
- are ready to use with prepopulated reports, actions and much more,
- allow you to edit documents, actions and images,
- allow you to choose to generate pdf or word documents,
- allow you to add your own branding, and
- allow you to add your own content.
In addition
- Unlimited client reviews and pricing proposals.
- Unlimited users.
- There are no long tie in periods. You can stop at anytime.
- Subscriptions are fixed and payable monthly.
Large firms call 01246 488 200 or email info@ProActivTax.co.uk for more information and prices for you.
Struggling delivering tax planning
If you are out of your depth with tax planning, then ProActivTax membership can help
We provide resources, guidance and software to help you deliver the savings yourself,
and
We have a panel of tax experts we work with who can deliver the savings to your client.
Would you like to explore ProActivTax membership ?
If you are interested in finding out more, click here and book a time to suit you
