Turn compliance into paid advisory on purpose
TaxFitness helps accounting practices deliver tax planning, Top 20% benchmarking and advisory using one connected system
Run advisory inside the compliance meeting
Built for accounting practices
TaxFitness is designed for firms that want advisory to run:
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Consistently
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Inside real client meetings
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Without unpaid prep or manual work
This isn’t another report or calculator. It’s a system.
Why advisory breaks down
The TaxFitness system
TaxFitness brings everything together:
- Connected software (Xero, MYOB, QuickBooks)
- Built-in tax and advisory strategies
- Top 20% business benchmarks
- Training, resources and marketing support
So advisory can be delivered on purpose, not by accident.
What you can deliver
Tax planning
Structured planning, delivered earlier and explained clearly.
Top 20% business benchmarking
Compare clients to top performers, not averages and translate gaps into dollars.
Business advisory
Turn insight into structured, repeatable advisory conversations.
How it works in practice
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Import
Pull client financials directly from Xero, MYOB or QuickBooks.
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Analyse
Benchmark, plan and assess using built-in tools and strategies.
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Advise
Run advisory inside the meeting. Five minutes to insight. Twelve months of advisory.
AI that supports judgement
TaxFitness uses AI to analyse client financials and surface relevant strategies. You decide what applies. You remain the adviser.
We’ve done the hard work so you don’t have to
200+ tax strategies
350+ business advisory strategies
400+ Top 20% business benchmarks
Custom strategies are supported and updated regularly.
Getting started
1. Book a demo
Most firms do. It fast-tracks understanding and confidence.
2. Free trial
Try TaxFitness free for 14 days:
- No credit card.
- No lock-in.
- Cancel anytime.
Advisory doesn’t fail because accountants lack insight
It fails because there’s no system. TaxFitness gives you the system.
TaxFitness members - trusted by 500+ accountants
