Getting Started

If you’re raring to go with Diagnostax, take a look at our subscription packages to find out which one is best suited to your business.

Complete the form and we’ll be in touch to get your started on your journey to win new clients and drive your tax advice profits.

Would you like to book a 1-1 to get started with Diagnostax?

The purpose of the 1-2-1 is:

– to understand your business
– for you to understand Diagnostax
– to discover the benefits, challenges
– to map out an implementation roadmap for your business
– 30 mins

Prior to the call, you’ll receive an email with a 55 min in-depth overview of Diagnostax, please watch this before the call.

Onboarding Waves:
Due to recent exciting developments to the Diagnostax services, we have changed the way we onboard new customers. We’re now onboarding new customers into Diagnostax in waves.

We have now filled the February 2021 entry. The next available wave is March 2021, and spaces are limited.

To secure your spot on the next wave, sign up before the end of January 2021, ready to begin your onboarding experience at the beginning of March 2021. Please note, new customers will only be billed from the 1st of the month, for the allocated onboarding month.  

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Here’s what our tribe say…


    “Tax diagnostics have plugged the tax gap in our service, and now we can add even more value to our clients.”

    Alasdair McGill,
    Co-Founder, Ashton McGill
  • Marie Donaldson - Diagnostax testimonial

    “It’s a great tool for engaging your clients to talk about tax properly, and the systematic approach means you draw out even more tax advisory opportunities. Clients have thanked me for raising things they may not have normally considered”

    Marie Donaldson,
    Director, Fresh Clarity
  • Jamie Williams - Diagnostax testimonial

    “One of the first times I used Diagnostax, I won a new client. Job done. If you’re trying to grow your business, it’s an absolute no-brainer”

    Jamie Williams,
    Tax Manager, Gerald Thomas
  • ©Diagnostax - testimonial - Paul Barnes

    “Diagnostax is far more than software. It’s a philosophy about the way that clients tax affairs should be dealt with in an unrivalled and pro-active way.”

    Paul Barnes,
    Director, My Accountancy Place

    “We’ve worked with Diagnostax from the beginning and in this time the software has changed significantly. The Customer Success Team have been fantastic at listening to our feedback and making changes to make our experiences even better “

    Daniel Morgan,
    Partner, Haines Watts

    “For any small practices that do not have a tax specialist within the team, Diagnostax is the solution to enable you to ensure clients receive a high level tax advisory service.

    It allows you to identify a clients’ key issues now and also in the future, enabling you yo deliver the right level of service when it’s needed.

    By using Diagnostax we don’t just restrict our tax planning to a business review 9 months into the financial year, we make sure we cover off the relevant tax issues at the right time.”

    Mark Telford,
    Owner, Telfords Accountants

    “Diagnostax lets our small firm behave like a big firm, by taking our tax services to the next level.”

    Jason A Holden,
    Owner, Holden Associates
  • Nick Kay

    “Diagnostax gives us the ability to have tax conversations with our clients and prospects that we wouldn’t have previously felt comfortable having. We can now say with confidence that we can provide a world-class tax review service in a way that is consistent and in-line with all technical updates, across all areas of tax. We have already found areas of tax savings that would have normally gone unseen by us or the client.”

    Nick Kay,
    Founder, Pavillion Accountancy
  • Richard

    “Diagnostax isn’t just a software tool that can be used to save tax. It;s a complete system that can unlock the value that clients need to achieve their personal and business goals, by closing the ‘other tax gap’, and delivering them both cash savings and peace of mind.

    It also gives me the confidence that all areas that are relevant to them have been covered and explored, and that I’m serving them to the highest possible level.”

    Richard Sykes,
    Founder, Create

    “It’s added a new dimension to boring old tax season. I did 38 diagnostics in January, it became a lead generation season. I must admit – I have enjoyed it!”

    Diana Stalioraitiene
    Owner, Euro Contacts GB Ltd