Automated tax planning software that creates a tax savings report for your clients in minutes.
Easily create a tax savings report for your clients in only 5 minutes to maximise their tax savings.
Free tax planning training for all your staff. We can train your team to become tax planning experts.
Preview one of our strategy videos here...
With over 220 carefully selected tax planning strategies, our strategy database is constantly revised and updated. This empowers you with the latest tax planning information to benefit your clients and grow your fees.
Preview one of our tax strategies here...
Generate reports that explain your client’s actual tax savings from implementing the chosen tax strategies, what those strategies actually mean, and the implementation process and cost involved.
See an example report here...
Expand your services and offer a free tax savings report to all new and existing clients. Charge for implementing the advantageous tax saving strategies your client's elect to implement and benefit from.
See our Tax Planner Directory here...
Inbuilt marketing tools to keep you in touch with your clients, inform, educate and create new business. We can send your clients a monthly newsletter on strategies that save tax. It's branded with your own logo and practice details, and you can add your own additional content.
See our February 2018 newsletter here...
'I send a tax savings report to every one of my clients. It's a way of adding value to my services'.