the client journey - diagnostax.co.uk · the client journey tax issues prioritise tax issues &...
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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](https://reader035.vdocument.in/reader035/viewer/2022081616/5fe6c15eb6a53c6be543cc5a/html5/thumbnails/1.jpg)
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