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 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.
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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.
2060618 AllofKeyfeatures2_Page_12

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.
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.
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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.
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.
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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.

Take a guided tour of Diagnostax

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.