Turn tax planning opportunities into commercial reality, with the help of TolleyProactive applications
Would you like some additional advice when looking to sell tax planning opportunities to clients?
Would you like to increase your service offering?
Would you like to increase turnover by selling extra services and value pricing?
TolleyProactive can help.
Download the TolleyProactive opportunity brief for FREE
By using these applications you will:
- Have access to a tax saving calculator so you can easily highlight the possible tax saving to your clients.
- Save time on amount of research required on a particular tax planning issue
- Pro-actively promote and implement tax planning opportunities to clients and prospects.
To help you do this a range of help documents are contained in each application, these include an opportunity brief, marketing brief, software brief, technical brief, pricing brief
Once you have identified an opportunity, each application includes a range of documents to help you deal with it effectively, these include a Pre meeting letter, Meeting agenda, Client engagement clarification, Sample Tax engagement letter, Completion letter.
How to buy
Click here to find out more about pricing or purchase any of the tax applications.
Download the TolleyProactive opportunity brief for FREE
What our customers say about us ...
“We have used the Sleeping Partner system to successfully reclaim Class 4 National Insurance Contributions for clients. In the first instance we encountered a determined enquiry from HMRC but the system helped to ensure we defended our client’s position with a positive outcome.” Paul Bulpitt, Bulpitt Crocker Taxation Limited
“We have been having great success with the Sleeping Partner system to help our clients reclaim Class 4 National Insurance Contributions where partners have been inactive in the business and paid National Insurance in error.” Paul Lomas, Lomas & Co Chartered Accountants
“We used the Sleeping Partner system to help three small clients submit claims and recover £21,700 of NI paid by their sleeping partners – generating £4,000 in contingent fees. The system took away all the hard work, and allowed us to concentrate on being really proactive with clients. That means that our clients are delighted with the refunds generated at no risk and therefore happy to pay us the negotiated contingent fee.” Stead Robinson
“In the first couple of months we have earned an extra £11,000 by using the Sleeping Partner system, spending a total of around 10-15 hours to earn those fees. So at the equivalent of close to £1000 per hour it is very rewarding work. But clients see that as fair because we have been proactive, we are doing all the work and taking all the risk, and they are banking a very sizeable amount of cash they wouldn’t otherwise have got and without having to do anything to get it. So everyone wins.” Gavin Taylor, Mayes Business Partnership
