Which ProActivTax membership level meets your needs?

We have three levels of ProActivTax membership to meet your needs and budget.


 Which ProActivTax membership meets your needs?

 

All levels of membership will provide you with access to tax experts and some fantastic tax planning resources to help your practice grow, with the Full membership providing awesome software and more tax planning resources to help you even more, with the Premium membership providing even more support, resources and focus on improving your Tax services. 

 

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
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.
Our ARQ and ARQ-LYFE 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. 
 
Our ARQ-SAFE system helps you identify potential issues, and problems when taking on new clients as well as possible actions.
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.
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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Our cloud based ProActivTax Potentials Software, which takes a holistic approach to helping you identify tax savings in various areas for clients and prospects, and easily secure great work and fees from them. The first modules include incorporation reviews for self-employed and property reviews for residential property landlords and remuneration reviews for company shareholders, directors and employees. The software provides all reports and supporting material to help you and your clients understand the options, issues, as well as ensure you can price and secure extra value added work. New modules covering various areas are continually being added (Note 4).
 
 
 
Our EffectivePrice Software (in the cloud) helps you price tax and accounting services efficiently and effectively while avoiding scope creep (Note 5).
 
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TaxBoost software provides tax diagnostic solution to help your clients save tax and boost their finances (Note 5).
 
 
 
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.
 
 
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.  
 
 
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. 
 
 
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. 
 
 
Access to the ProActivTax 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.
 
 
The ProActivTax 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.
 
 
 
The ProActivTax 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.
 
The ProActivTax 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.
 
 
Regular online mentoring sessions to help you improve your tax practice. 
 
 
Premium payaway, which is a 5% increase on top of the payaways received. 
 
 
 
Personalised PayLessTax newsletter pdf copies to promote tax saving to your clients and prospects (Note 6)
 
 
 
Personalised Budget Update for your clients and prospects shortly after the Budget each year (Note 7).
 
   
Provide personalised tax webinars for your clients and prospects (Note 8).
     
Help create personalised and branded promotional advertising tax videos to promote your firm to prospects (Note 9)
 
 
 
Three FREE places at each round of BluePrint to a Successful Practice Tax events at your preferred venue. 
 
 
   
     
 

 

 Notes

  1. There is no minimum number of months and therefore no commitment. You can cancel ProActivTax Membership at any time by stopping using and returning all the Tax tools, software, systems and other intellectual property and notifying us that you wish to stop paying.
  2. You will be entitled to receive payaways should your client go ahead with a piece of tax planning through one of our third-party providers. Subject to meeting certain conditions you will also be entitled to receive a loyalty payaway of up to 25% more. You will need to follow your professional bodies’ ethical guidelines.
  3. The ProActivTax Team provide support by advising you and your team about the full range of Tax Planning opportunities available. They can explain the planning opportunities and ensure you understand the issues. Whilst they do not provide tax advice and do not offer a telephone helpline for general tax advice, they can point you to suitable solutions to help your clients.
  4. ProActivTax Potentials is available in Windows. Software covers Scottish, Welsh and rest of UK tax rates and generates all documentation needed to deliver a review service and secure extra fees.
  5. EffectivePrice and TaxBoost are both cloud-based software tools. The software works with all main internet browsers. An internet connection is required to access the software. Both software tools are provided free of charge for Premium and Full ProActivTax members. Otherwise you can subscribe for EffectivePrice or TaxBoost.
  6. Personalised PayLessTax newsletter in pdf format to help you cross-sell your tax services to existing clients and attract new prospects.
  7. Personalised Budget Update in pdf format to raise your firm’s profile each and every Budget.
  8. Personalised recorded tax webinars for premium members – After 6 months of paid premium membership we will provide a tax topical webinar every 6 months with your firms branding, and help you broadcast it to win new clients and new value added work.  
  9. Personalised tax videos for Premium members – After 6 months of paid premium membership we will put together a personalised tax advertising video every 6 months, to help promote your firm.

 

Price Freeze for next 12 months

 

 

Yes please. Sign me up to a more successful tax practice

 

Find out more about Premium ProActivTax membership

Find out more about Full ProActivTax Membership

Find out more about Planning ProActivTax Membership

 

Find out more about EffectivePrice software

Find out more about TaxBoost software