the client journey - diagnostax.co.uk · the client journey tax issues prioritise tax issues &...
Post on 05-Sep-2020
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6
Invite your client to an annual tax
review
23
45
7 8
The Client Journey
Tax Issues
Prioritise tax issues & download a reportCreate an
action summary
Request a quote from a
tax expert
Deliver the proposal to the client
1Deliver the tax
diagnostic
Complete the preliminary questions
Complete specialist fact
finds
Tax Partner
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