Fee Sharing |
Creates extra fee earning opportunities from new and existing clients |
Planning questionnaire
in a format to suit you
(software-based, hard copy,
or HTML) |
Questions have been tailored specifically to identify tax planning needs |
Quarterly Solutions newsletter |
News and views to keep you informed about the tax planning market |
Tax tools |
Handy tools to perform basic tax calculations so you don't have to |
Two new Cracking Ideas every month |
A regular stream of planning ideas gives you a reason for regular client contact, lending strength and depth to your client relationships |
Seminars for clients and advisers |
We will provide speakers for seminars to which you can invite your clients, differentiating the TaxCracker IFA from the competition |
Web-based information resource about tax rules, tools and planning ideas |
Enables you to talk knowledgeably about tax, enhancing your standing as a trusted adviser |
Regular upgrades and new releases |
New services will be developed as your business grows |
