Take 'being proactive' to the next level, and provide a truly proactive tax planning service to clients and prospects alike.

The software

• is easy to use in front of clients,

• is ready to use with prepopulated questions, guidance and much more,

• is continually being added to with new questions,

• allows you to edit all documents and images,

• allows you to add your own branding, and

• allows you to add your own questions.

TaxBoost Guide

Training videos

Brief overview of TaxBoost

How to add your own questions

Standard templates

Standard agenda - ideal for initial prospect meetings

Standard letter - ideal for intial contact with prospects

Blank question template to help you structure your own questions

Free to Premium and Full members

The great news for Full and Premium ProActivTax members is you can access the software for free as part of your membership.  

If interested in considering

ProActivTax membership book a date

and

we will be happy to show you what you could have access to