Membership Resources and benefits

Premium

Full

Planning

Our essential Company Car Review pack. A simple to use resource, which allows you to provide a company car review service and earn extra fees helping your clients. The resource includes marketing material, briefing notes, calculator and much much more.

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Property Impact Review pack to help you provide a review service to Residential Property Landlords. The resource provides technical briefings, and everything you need to market, and deliver the review service, help your clients and secure extra fees.  

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Dividend Impact Review pack that provides everything you need to raise awareness and offer a full review service to anyone receiving dividends. The resource will help you illustrate the options available to them, identify potential tax savings and help you sell value added services. 

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Pension Allowance Review helps you provide a pension review service and identify tax liabilities, and possible options. The resource is essential for any clients making pension contributions or recieving signigicant employer pension contributions. 

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Our SDLT/LBTT/LTT reclaim pack, provides everything you need to promote and deliver a new service helping clients reclaim their extra tax paid on the purchase of their new residential homes when moving. The resource covers Scotland, Wales and rest of UK

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Our Residential Property Gain Review helps you provide compliance and tax planning services in respect of Residential Property to clients, prospects and through other professionals.

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Our ARQ resources and systems to help you and your team really get to know your clients in a systemised way and increase the chances of spotting cross selling opportunities. This is the key starting point to our 4 dimensional system, and includes Inheritance Tax and Wealth trackers. 

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Pricing Light helps you price tax return services efficiently and effectively.

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Our Pricing Light - CGT Residential Property helps you price tax compliance and planning services in respect of Residential Property.

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Access to Budget Update system which includes everything you need to raise your firms profile at Budget time, including a Budget Update document which you can have personalised for a small fee.

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First Port of Call, a personalised marketing brochure highlighting your full range of tax services. 

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Access to our online marketing and tax systems to help you market tax planning services, help you approach tax planning in a professional low risk way. The systems include our Marketing System, Tax Planning System, and Tax Planning Risk System.

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Access to the latest low risk tax planning solutions and resources, and opportunities to earn payaways (Note 2). 

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Access to telephone (and email) support from the ProActivTax team on the tax planning solutions (Note 3) 

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Access to online update and training meetings for you and your team, to discuss the latest tax planning opportunities.

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Access to the member-only tax website giving you access to the latest news, training videos, details of all tax planning opportunities and more.

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Hot topic updates, regular tax and related email updates, and where appropriate client summaries to share with clients.

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Get clients and your firm ready for coming MTD changes with Making Tax Digital hub. The hub includes everything you need to raise awareness of the changes, as well get clients ready.

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Help your clients who are impacted by the basis period changes using our Basis Period hub The hub includes everything you need to raise awareness of the changes, as well help clients save money.

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BizReview software helps your sole trader and partnership clients and secure work for you (Note 4). Quickly identify and quantify potential tax savings for sole traders and partnerships in client meetings.

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Secure clients for life with ARQ-Pro software. The software ensures you and your team truly get to know clients, and regularly identify ways to help them, thereby increasing client loyalty and your firm’s profits. The software helps you easily provide additional value-added services which could prove extremely useful as MTD ITSA is phased in. (Note 4)

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RemReview software coming this Autumn to help your corporate clients and secure work for you (Note 4). Quickly identify and quantify potential tax savings for companies in client meetings.

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Our EffectivePrice Software (in the cloud) helps you price tax and accounting services efficiently and effectively while avoiding scope creep (Note 4).

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TaxBoost software provides tax diagnostic solution to help your clients save tax and boost their finances (Note 4).

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Our Year End planning pack for companies, which includes resources to help you encourage your client to consider tax saving options and where appropriate buy additional services from you.

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Our Year End planning pack for individuals, which includes resources to help you encourage your client to consider tax saving options before the end of the tax year and where appropriate buy additional services from you.  

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Our TaxAware Tax Tip brochure for clients. The Tax Tip brochures are in both plain text and fully designed versions, allowing you to add your own branding. The guide and brochures are for use with your existing client base to help increase client loyalty and increase your firm's bottom line profits. 

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Our Fresh Perspective Tax Tip brochure for your prospects and contacts to really set you apart from your competitors. The Tax Tip brochures are in both plain text and fully designed versions, allowing you to add your own branding. 

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Access to the Presentation Packs giving you everything you need to put on a tax presentation event, and win new clients. The resource includes a guide, slides on numerous tax topics and even scripts to help you get started.

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The Income & Accounts Tax System, which inlcudes everything you need to promote the enhanced compliance service, including checklists, guides and calculator to ensure tax returns are consistently prepared to a high standard, always looking for immediate tax savings and potential tax savings for the future.

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The Incorporation Tax System, which inlcudes everything you need to promote a service which truly adds significant value, and includes checklists, guides and documentation to ensure incorporations are consistently delivered to a high standard, always looking for immediate tax savings and potential tax savings for the future.

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The Company Tax System, which inlcudes everything you need to promote a service which truly adds significant value, and includes checklists, guides and documentation to ensure compliance services for companies are consistently delivered to a high standard, always looking for immediate tax savings and potential tax savings for the future.

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The Partnership System, which inlcudes everything you need to promote a service which truly adds significant value, and includes checklists, guides and documentation to ensure setting up partnerships are consistently delivered to a high standard, always looking for immediate tax savings and potential tax savings for the future.

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Regular online mentoring sessions to help you improve your tax practice. 

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Premium payaway, which is a 5% increase on top of the payaways received. 

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Personalised PayLessTax newsletter pdf copies to promote tax saving to your clients and prospects (Note 5). 

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Personalised Budget Update for your clients and prospects shortly after the Budget each year (Note 6).

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Provide personalised tax webinars for your clients and prospects (Note 7).

Help create personalised and branded promotional advertising tax videos to promote your firm to prospects (Note 8). 

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