Help your business clients unlock Tax Savings with BizReview
BizReview helps accountancy firms be proactive, add real value to their clients and win new clients by exploring the business structure options available for unincorporated businesses.
Key features to enhance your client’s finances
Proactive Tax Savings
Proactive service – The software allows accountants to provide a truly proactive tax saving service to business clients and prospects alike.
Logical approach – Users are guided through the process to identify and quantify possible tax savings.
Easy to use – The systemised approach and clear criteria make it very easy to use.
Tailored advice – The carefully crafted reports and action plans are tailored to each client’s circumstances.
Client buy in
Client facing – The software is designed to be used with clients, including them as a key part of the process, and generates various documents to inform clients.
Secure work quicker – The systemised approach guiding both the accountant and client, enhances conversations, makes decisions easier and secures the valuable tax planning work quicker.
Simple and ever ready
Ready to use – The software is pre-populated with tax rates, reports, and guidance based upon years of tax knowledge to allow you to instantly start using the software.
Easy to understand – The system is streamlined, and language kept simple to make it easy for anyone to use and understand.
Accountants companion
Full guidance – The software includes guidance for clients to assist accountants provide value to their clients, be truly proactive, and really help clients.
Accountants in control – All of the documents can be edited by the accountant.
Accountants branding – The software allows accountants to brand the software and documents generated with their own logo and contact details.
Full integration – The BizReview software also integrates with our pricing software (www.EffectivePrice.co.uk).
For ProActivTax members the BizReview software works seamlessly with the ProActivTax delivery systems, and panel of tax experts allowing ProActivTax members to deliver exactly the services requested to a high standard every time (see below).
Data and security
Secure – All data is fully encrypted before being communicated and stored securely on BizReview servers.
GDPR compliant – Data communication and storage conforms to GDPR regulations.
Pricing
You can sign up and start using BizReview straight away.
- There is no tie in period
- Unlimited users
- Unlimited reviews
- Fixed monthly fee of £85.00 + VAT(£102.00) for full access to the software
Large firms call 01246 488 200 or email info@ProActivTax.co.uk for more information and prices for you.
No long tie in periods;
There is no minimum subscription period. You can cancel payments and access at any time. We hope you continue using BizReview because you are getting awesome results for your clients with it.
Unlimited users;
Add all of your team and ensure they all proactively provide tax savings to clients.
Unlimited client reviews;
Create as many client reviews as you wish without limit.
Fixed monthly fee;
The software provides everything you need to 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.
Struggling delivering tax planning
If you are out of your depth with tax planning, then ProActivTax membership can help.
We provide resources, guidance and software to help you market, price and deliver tax services yourself,and
We have a panel of tax experts we work with who can deliver the savings to your client.
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 BizReview software and much more as part of their membership)