Software, marketing, resources and training courses for accountants

Tax planning | business benchmarking | business advisory

Start generating fees from your client base today

AI acccounting consult

AI driven software, unmatched efficiency and accuracy. Consult smarter, not harder.

tax planning software engineer

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.

How do I get started with TaxFitness?

Recommended steps

Free trial

Sign up for a free trial.

  • 30 days free.
  • No strings attached.
  • No credit card is required.
  • Cancel anytime.

Book a demo

While demos are not compulsory they do make a huge difference. 95% of all subscribers book a demo to fast-track their understanding of our powerful platform’s capabilities.

It can also help you more confidently decide on whether TaxFitness is right for you and which subscription level suits your needs.

Test drive

Use your free trial to practice and explore the benefits of TaxFitness.

At any point during the trial, you can choose to subscribe to a paid plan to continue using TaxFitness. If you decide not to subscribe, your trial will simply end, and you won't be charged.

Can I just choose a subscription plan without a demo and trial?

Yes you can. A free trial and demo are recommended as part of research and building product knowledge. But if you know what you want and how you want to proceed make your subscription choice and welcome on board.

Subscriptions to suit your practice

Tax planning | business benchmarking | business advisory

Software only

$200 + GST / month

Software, marketing, resources and training

$1,200 + GST / year

Software, marketing, resources, training & results programme

$4,800 + GST / year

Not sure which subscription plan suits you?

How our AI driven software can help

Tax planning | business benchmarking | business advisory

Simplify, automate and create

Our AI driven software is packed with features to help accountants simplify, automate and create tailored reports for tax planning, business benchmarking and business advisory services.

Give clients options based on the facts

Choose the report type, import data, apply filters to refine selected strategies or content, perform automated calculations and produce a documented tailored pathway with options for your client.

Generate fees

Structured reports are the instrument for ongoing discussions with your client and can lead to further chargeable services for the implementation of strategies and additional compliance work.

Impress your clients

Brand our reports with your business’s logo, details and colours. Benchmarking reports can be created in minutes. Tax planning and business advisory reports take longer and our online resources, training options and built-in help can guide you.

AI acccounting consult

AI Driven

AI in the drivers seat

  • AI will analyse a client's financials, structures, and goals
  • AI will find tailored strategies to suit
  • AI will recommend the most relevant strategies
  • Let AI do the hard work for you

Xero Integration

Import and save time

  • Import client groups
  • Import unlimited client financials
  • Sync data with Xero anytime
  • Save time
  • Avoid data entry
  • Supercharge reports

Built-in strategies

We’ve done the hard work

  • 200  tax strategies
  • 350  business advisory strategies
  • 400 business benchmarks
  • Updated daily
  • Add custom strategies
  • Accessible database

Reports

Convert data into results

  • Tax planning reports
  • Business advisory reports
  • Business benchmarking reports
  • Pre-written strategies
  • Import financials from Xero
  • Choose your colours

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!

tax planning reports
client meeting

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 training 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

Concise online library

Our concise online library of resources is designed to empower, clarify and provide tools that complement tax planning, business benchmarking and business advisory services.

Self-paced learning

Suitable for self-paced learning and for those who want access to references that we have developed to support these services and the processes that have been shown to successfully impact how clients respond.

Annual and premium access

Annual and Annual Premium subscribers have access to resources including interview checklists, detailed self-paced tax planning manual, and price guides for charging clients.

Train me - I want to know more

Tax planning | business benchmarking | business advisory

Annual and annual premium subscriptions include training options.

We can train you to understand how powerful and capable our software is and exactly how to generate fees for your practice with it.

Annual premium

Our Annual Premium subscription is special and includes a 12-month results programme to help practices achieve expert status. This is the ultimate programme. It includes practical application with clients and proof of concept through fee generation.

We can train all practice staff and also include access to our self-paced tax planning manual and training videos.

Annual

Our Annual subscription includes a guided 3-hour Zoom session, self-paced tax planning manual and access to training videos.

It will help users understand more thoroughly various features and capabilities within our platform and bring processes together in a user-friendly way. Subscribers can ‘find their feet’ quickly and then further their learning independently through practice and access to additional resources that form part of their subscription.

tax planning accountant at computer
tax training course

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.

Outsourcing for accountants

TaxFitness Members