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6 Invite your client to an annual tax review 2 3 4 5 7 8 The Client Journey Tax Issues Prioritise tax issues & download a report Create an action summary Request a quote from a tax expert Deliver the proposal to the client 1 Deliver the tax diagnostic Complete the preliminary questions Complete specialist fact finds Tax Partner

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Page 1: The Client Journey - diagnostax.co.uk · The Client Journey Tax Issues Prioritise tax issues & Create an download a report action summary Request a quote from a tax expert Deliver

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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