If you are a fully digital accountancy business, then sure, it’s easy to pick up lower bracket clients, right? They buy into “digital” straight away; they are easily referred to you from other similar clients; hell, even Quickbooks and Xero throw them at you! But, if you wanna start playing “big” and really want to […]
As time goes by, it’s valuable to look back on some decisions and just think “that was totally unnecessary”. It’s a cringy exercise, but essential for well-rounded progress. On that note, we have decided to remove some of the ‘Add New Client’ questions. Why? Well, first of all… they’re totally unnecessary. And secondly… no. That’s […]
We had a three-month incentive, giving you all unlimited usage between Nov – Jan. Loads of you stepped up and got plenty of extra diagnostics in. Bravo! 😎 But a small group went above and beyond the majority. A few of you got to 20+ and 30+. One of those legends was Diana Stalioraitiene. If […]
There’s a LOT to do before you start pack your suitcases and sip cocktails in the sun. The countdown for Summer is the time for ‘doing’. Between Easter and Summer, accountants will be attending events and hammering their projects – it’s open season and we want Diagnostax to be an attribute to this period. To […]
You deliver lots of services. How many of them include your client? Taking part creates an opportunity to get a client involved in their finances, goals and their future. A tax diagnostic review is that kind of service. Here’s the process, step-by-step… Book in a prospective meeting Use the ‘Build Your Own Diagnostic’ tick […]
I’ve got a feel good, short but sweet story for you. It’s all about how Mark Telford – one of our customers – made enough money to pay for his Diagnostax subscription in month one, and even with a little extra to spare. How? All he did was book 3 meetings. He’d made that money, […]
Another milestone, in the bag! We connected with Xero last year and now we’re integrated with QuickBooks. 🙌 After a great deal of testing, API matching and coordinating with our dedicated developers… ‘Connect to QuickBooks’ is here! So, what’s it all about and how can it help our customers? Key points Click ‘Connect to QuickBooks’ […]
Welcome to an advanced tax diagnostic service. Hidden from the main Diagnostax website… the Help Centre serves you – our customers. The 1%. This practical section-by-section guidance and it’s top tips ensure you deliver and smash those tax diagnostic meetings out of the park – when playing with your shiny new toy… (Pick a button… […]
When you bring an opportunity to your client’s attention, just before their tax return deadline, and ensure they get the advice they need – you’re a big-time hero(ine) 😲. That’s what you can do with ease, with Diagnostax. You would have the power beyond your industry. We have listened to our customers, making some changes, […]
