Software, marketing, resources and training courses for accountants
Tax planning | business benchmarking | business advisory
Start generating fees from your client base today
Do more for your clients and generate more practice fees
TaxFitness is a dedicated environment for software, marketing, resources and training courses targeting tax planning, business benchmarking and business advisory.
Just imagine producing outstanding reports using software that clearly shows your clients a range of savings and benefits to revolutionise their business or investment journey. You raise the bar and take their services beyond just tax returns, financials and BAS and seriously show them a range of improvement strategies, protective measures, wealth generation and what their competition is doing differently or better than they are.
You take their services to a whole new level. These services are chargeable services. We can show you how to create, analyse and explain reports, sell the benefits of the services and charge correctly.
At TaxFitness we know that software is only part of the picture to achieving this. Depending on an accountant’s knowledge of tax planning, business benchmarking and business advisory our subscribers have access to support covering start to finish services. This is why we provide software, marketing, resources and training.
Our subscribers can choose the level of support they need.
Subscriptions to suit your practice
Tax planning | business benchmarking | business advisory
Monthly
Software only
$99 + GST / month
Annual
Software, marketing, resources and training
$1200 + GST / year
Annual premium
Software, marketing, resources, training & mentoring programme
$4,800 + GST / year
How our software can help
Tax planning | business benchmarking | business advisory
Market to your clients and lock in services
Tax planning | business benchmarking | business advisory
It is the actual benefits achieved through these services that practitioners sell to their clients. Benefits largely sell themselves providing an accountant can clearly show their client exactly what those benefits are.
Reports that spell out the benefits
The ability to generate reports and have access to our strategies and benchmarks databases is a huge advantage.
You will be providing a structured, professional and chargeable service and presenting it to your client in a way that the benefits are clear and validated.
Compare this to vague, incomplete and undocumented free advice that many accountants try to ‘throw in’ occasionally and wonder why it is rejected by their client. So with a Software Only or Annual/Annual Premium subscription, you are on your way!
Helping your clients understand the benefits is important
At TaxFitness we have developed and fine-tuned step-by-step guides on how to lock in the service by using reports and other platform tools. Our tips, recommendations and processes are a valuable accompaniment to the reports produced through our software platform.
Become an Annual/Annual premium subscriber and receive access to our enhanced marketing content to expand your marketing reach.
This includes:
- Marketing manual
- Quality control checklists
- Newsletter templates
- Email to client templates and examples
- Electronic leaflet examples
- Support and mentoring to work with your clients and successfully explain report content
- And more ……..
Need some help? Check out our resources section
Tax planning | business benchmarking | business advisory
Train me - I want to know more
Tax planning | business benchmarking | business advisory
Not a subscriber
Enrolling in one of our courses is a great way to ‘find your feet’ and appreciate what is possible when you add one or more of these services (tax planning | business benchmarking | business advisory) to your practice’s offering to clients.
At present you can choose from:
- 3-hour tax planning course (guided and delivered through Zoom)
- 3-hour business advisory course (guided and delivered through Zoom)
Our courses often require access to our software and as a course participant, we will make arrangements for this to coincide with your course.
One of these courses might just be what you need to take the next step to becoming an ongoing subscriber.
Already a subscriber
Depending on your Taxfitness subscription (Software only, Annual or Annual Premium) you will already have access to various training materials and resources. However, enrolling in one of our courses can help you gain a deeper understanding of the software, support tools available to you and the processes.
Our 3-hour Zoom courses are guided course. This means a real human will be working with you to broaden and deepen your knowledge. What’s more you will work with actual clients in your client base which makes the training practical and real.
- 3-hour tax planning course (guided and delivered through Zoom)
- 3-hour business advisory course (guided and delivered through Zoom)
Courses to suit your practice
Tax planning | business benchmarking | business advisory
Tax planning
3-hour
$500 + GST
Business advisory
3-hour
$500 + GST
Outsourcing - It's always an option!
Tax planning | business benchmarking | business advisory
It’s true that you do not have to do everything yourself to be an industry player and benefit.
Outsource directly to us. We’ll do the work.
You keep control of your client.
50/50 service fee split.
TaxFitness Members
