This is exemplary text, to show you have this can look on the page
Use this template to invite existing clients to a tax diagnostic meeting.
Use this template to invite prospective clients to a tax diagnostic meeting.
Use this template email to confirm tax diagnostic meetings with existing clients.
Use this template email to confirm tax diagnostic meetings with prospective clients.
This checklist will help you to set the scene with your client at the beginning of a tax diagnostic.
This checklist outlines the key points to bear in mind as you complete the Tax Diagnostic Review with your client.
Use this template as a framework, to build an awesome action summary for your client.
This checklist provides guidance, to help you create a quality action summary follow up for your client.
This checklist includes the key points to cover, to ensure you close the meeting properly at the review stage of the tax diagnostic.