Explore what Diagnostax
can do for your firm.

Explore what Diagnostax
can do for your firm.

Key features

Follow the journey of features below to get a feel for how our software will help you win new client’s, grow your firm and boost your tax advisory pipeline.
If you are more of a video person, watch our 4-minute demo of all the key features.

©Diagnostax - Key Features

Suitable for SMEs, OMBs & Individuals

Use Diagnostax with private, corporate,
or unincorporated clients.
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Client profile

Create a client profile adding personal and financial details, and at the click of a button generate a tax diagnostic personalised to your client.
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Xero integration

Effortlessly sync client details from Xero to Diagnostax.
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Personalised tax diagnostic

Starting with over 260+ tax issues, the software uses the client’s personal and financial details to narrow down tax areas only applicable to the client.
2060618 AllofKeyfeatures2_Page_01

Client interested toggle

Switch the toggle if a client is interested. This will be highlighted as a priority area in the final report and in the client’s account.
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Show/hide explanations

Reveal helpful question explanations, to help the client understand why you are asking a question and talk tax confidently.
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Add extra notes

Add extra information about your client, or from the meeting to inform a quality follow up action plan.
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Leave / resume tax diagnostic

Save time, partially complete a tax diagnostic before you meet the client. When you resume, you’ll return back to where you left it.
2060618 AllofKeyfeatures2_Page_02

Time sensitive toggle

Switch the toggle if a tax issue is time sensitive. This will be highlighted as a priority area in the final report and in the client’s account.
2060618 AllofKeyfeatures2_Page_03

Review tax diagnostic

Take a moment to review the tax diagnostic before you submit. Expand and hide the questions to easily navigate the review, checking the toggles and notes.
2060618 AllofKeyfeatures2_Page_04

Prioritise tax issues

Drag and drop tax issues to create a priority list, ready to add to a template client action plan.
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Specialist fact finds

Complete a simple fact find and gather the necessary info on a specific tax issue, before bringing in a tax expert to quote.
070818 AllofKeyfeaturesNew - 18

List of tax issues

Access a complete list of all tax advisory issues identified, specific to the client and spot tax
issues you wouldn’t normally consider.
2060618 AllofKeyfeatures2_Page_08

Tax issues tracker

Track a client’s tax issues from identification, to getting a quote, and delivering a proposal.
2060618 AllofKeyfeatures2_Page_06

Comprehensive tax diagnostic report

Download a comprehensive tax diagnostic report, detailing all areas of advice to be considered. Example calculations and quick wins help demonstrate value to the client.
2060618 AllofKeyfeatures2_Page_09

Expert advisory panel

Access an expert professional advisory panel to request a quote and fill your skills gaps.
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Template action plan

Personalise a branded template action plan and automatically populate it with priority tax issues, ready to send to your client.
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Export reports

Export reports in excel for detailed analysis of client tax diagnostics and tax issue trends. Plan workload management and make informed marketing decisions.
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Free downloads

Access the online help centre, for template emails, guidance and videos to get your team up and running quickly.

Follow the journey of features below to get a feel for how our software will help you win new client’s, grow your firm and boost your tax advisory pipeline.
If you are more of a video person, watch our 5-minute whistle-stop guided tour of all the key features.

©Diagnostax - Key Features

Suitable for SMEs, OMBs & Individuals

Use Diagnostax with private, corporate,
or unincorporated clients.
2060618 AllofKeyfeatures2_Page_14

Client profile

Create a client profile adding personal and financial details, and at the click of a button generate a tax diagnostic personalised to your client.
2060618 AllofKeyfeatures2_Page_12

Xero integration

Effortlessly sync client details from Xero to Diagnostax.
2060618 AllofKeyfeatures2_Page_13

Personalised tax diagnostic

Starting with over 260+ tax issues, the software uses the client’s personal and financial details to narrow down tax areas only applicable to the client.
2060618 AllofKeyfeatures2_Page_01

Client interested toggle

Switch the toggle if a client is interested. This will be highlighted as a priority area in the final report and in the client’s account.
2060618 AllofKeyfeatures2_Page_16

Show/hide explanations

Reveal helpful question explanations, to help the client understand why you are asking a question and talk tax confidently.
2060618 AllofKeyfeatures2_Page_17

Add extra notes

Add extra information about your client, or from the meeting to inform a quality follow up action plan.
2060618 AllofKeyfeatures2_Page_15

Leave / resume tax diagnostic

Save time, partially complete a tax diagnostic before you meet the client. When you resume, you’ll return back to where you left it.
2060618 AllofKeyfeatures2_Page_02

Time sensitive toggle

Switch the toggle if a tax issue is time sensitive. This will be highlighted as a priority area in the final report and in the client’s account.
2060618 AllofKeyfeatures2_Page_03

Review tax diagnostic

Take a moment to review the tax diagnostic before you submit. Expand and hide the questions to easily navigate the review, checking the toggles and notes.
2060618 AllofKeyfeatures2_Page_04

Prioritise tax issues

Drag and drop tax issues to create a priority list, ready to add to a template client action plan.
2060618 AllofKeyfeatures2_Page_07

Specialist fact finds

Complete a simple fact find and gather the necessary info on a specific tax issue, before bringing in a tax expert to quote.
070818 AllofKeyfeaturesNew - 18

List of tax issues

Access a complete list of all tax advisory issues identified, specific to the client and spot tax
issues you wouldn’t normally consider.
2060618 AllofKeyfeatures2_Page_08

Tax issues tracker

Track a client’s tax issues from identification, to getting a quote, and delivering a proposal.
2060618 AllofKeyfeatures2_Page_06

Comprehensive tax diagnostic report

Download a comprehensive tax diagnostic report, detailing all areas of advice to be considered. Example calculations and quick wins help demonstrate value to the client.

2060618 AllofKeyfeatures2_Page_09

Expert advisory panel

Access an expert professional advisory panel to request a quote and fill your skills gaps.
2060618 AllofKeyfeatures2_Page_05

Template action plan

Personalise a branded template action plan and automatically populate it with priority tax issues, ready to send to your client.
2060618 AllofKeyfeatures2_Page_10

Export reports

Export reports in excel for detailed analysis of client tax diagnostics and tax issue trends. Plan workload management and make informed marketing decisions.
2060618 AllofKeyfeatures2_Page_11

Free downloads

Access the online help centre, for template emails, guidance and videos to get your team up and running quickly.

Watch our demo

What better way to get to know Diagnostax than a whistle-stop tour of the main features. You’ll get a good feel for what the software can do for you and your clients.