Our ‘Ask the Right Questions’ professional software helps accountants and advisers truly get to know their clients by asking the key questions.
The software not only helps accountants and advisers get to know their clients it also includes.
Achieving aspirations – helping accountants and advisers provide a goal setting and review service.
Wealth improvement – helping accountants and advisers provide a wealth review and improvement service.
Identify Inheritance Tax – to help accountants and advisers identify client’s potential liability and provide recommended next steps.
Internal action checklists – to help accountants and advisers quickly identify possible issues and opportunities to help clients.
You can sign up and start using ARQ-Pro straight away.
Large firms call 01246 488 200 or email info@ProActivTax.co.uk for more information and prices for you.
Add all of your team and ensure they all proactively help clients.
Create as many client reviews for as many clients as you wish without limit.
The software provides everything you need to really get to know clients, be proactive with tax planning and add real value to clients.
You can securely sign up online and set up a monthly payment plan, which you can cancel at any time without penalty. We use GoCardless to ensure your payment details remain confidential and secure.
There is no minimum subscription period. You can cancel payments and access at any time. We hope you continue using ARQ-Pro because you are getting awesome results for your clients with it.
If you are out of your depth with tax or wish to raise the bar, then ProActivTax membership can help.
We provide resources, guidance and software to help you market, price and deliver tax services yourself,Would you like to explore ProActivTax membership?
If you are interested in finding out more, click here and book a time to suit you.
(ProActivTax Premium and Full members receive full access to the ARQ-Pro software and much more as part of their membership)