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What is Refernet?

Refernet is a secure online platform for managing referrals, specifically designed for local use by a variety of organizations, including Citizens Advice teams, Councils, Charities, and healthcare services across the UK, showcasing its cost-effectiveness. The system enables safe referrals among Advice Agencies and their partners in their communities, whether they are in towns, cities, or broader regions. Adhering to GDPR guidelines, Refernet also offers insightful reports on activities and outcomes, ensuring transparency and accountability. We are committed to empowering even the smallest charities to leverage Refernet alongside larger national entities, which is why our pricing model is designed to accommodate your financial situation and the level of service you need. Furthermore, in addition to our primary urban user base, we are actively collaborating with several Citizens Advice groups to synchronize referral initiatives across entire boroughs and counties, thereby amplifying the impact of local support services. By utilizing Refernet, the objective extends beyond simply improving referral processes; it aims to cultivate a more interconnected network of support for individuals seeking assistance in their communities. Ultimately, our vision is to create a seamless web of resources that enhances the quality of life for those in need.

What is Diagnostax?

Business owners often find it challenging to differentiate between tax consultancy and advisory services, which can lead to confusion in selecting the right support. Are you equipped to define, price, market, and roll out a successful tax advisory and consultancy offering tailored to your clients? Start by clearly articulating the various tax services you provide, along with the distinct levels of advisory and consultancy options that cater to their needs. Investigate sources that will aid you in determining the appropriate pricing for your newly developed tax advisory and consultancy service tiers. Utilize available templates and content to enhance your marketing efforts and drive more tax-related clients to your business. It is essential to evaluate the specific tax advisory requirements of your clients and ensure you have the requisite expertise to meet those demands effectively. Diagnostax presents a trustworthy and profitable tax advisory and consultancy service that aligns seamlessly with your business framework. Our all-encompassing services, tools, products, and tax specialists cover every facet of tax consultancy, from engaging clients in discussions about their tax situations to diagnosing their advisory needs and implementing the necessary tax advice with precision. Furthermore, we offer ongoing support to guarantee that your clients achieve optimal results in their tax planning and compliance strategies, ensuring a lasting partnership built on trust and success. By prioritizing client needs and providing exceptional service, you can build a reputation that attracts even more business in the future.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$275 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Refernet

Company Website

www.refernet.co.uk

Company Facts

Organization Name

Diagnostax

Date Founded

2016

Company Location

United Kingdom

Company Website

www.diagnostax.co.uk

Categories and Features

Referral

Affiliate Marketing
Campaign Management
Contact Management
Employee Referral Management
Feedback Management
Lead Engagement
Loyalty Program
Referral Tracking
Rewards Management

Categories and Features

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

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