Software, marketing, resources and training courses for accountants

Tax planning | business benchmarking | business advisory

Start generating fees from your client base today

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 service to your clients, 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

Software only

$99 + GST / month

Software, marketing, resources and training

$1200 + GST / year

Online access

Software, marketing, resources, training & mentoring programme

$4,800 + GST / year

Includes live mentoring

How our software can help

Tax planning | business benchmarking | business advisory

Simplify, automate and create

Our 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.

Built-in strategies

We’ve done the hard work

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

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

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 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

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

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:

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.

tax planning accountant at computer
tax training course

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 1-day 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.

TaxFitness Members