Turn compliance meetings into paid advisory
Without extra prep, unpaid work, or relying on memory
TaxFitness helps accounting practices deliver tax planning, Top 20% benchmarking and advisory inside the compliance meeting, using one connected system.
Five minutes to insight. Twelve months of advisory
Built specifically for accounting practices.
Advisory shouldn’t be accidental
Advisory, delivered on purpose
TaxFitness is not another calculator, report, or bolt-on tool.
It’s a connected advisory system that allows your firm to:
- Run advisory inside real client meetings
- Deliver it consistently across the firm
- Generate advisory fees without extra hours
- Stop relying on goodwill, memory, or manual prep
One system, everything connected
TaxFitness brings together what firms normally try to manage separately:
- Live data from Xero, MYOB and QuickBooks
- Built-in tax planning and advisory strategies
- Top 20% business benchmarks across hundreds of industries
- Training, resources and marketing support for your team
So advisory becomes repeatable, not optional.
What you can deliver
Tax planning
Structured tax planning delivered earlier, explained clearly, and charged for with confidence.
Top 20% business benchmarking
Compare clients to the top performers, not industry averages and translate gaps into real dollar opportunities.
Business advisory
Turn insight into structured, repeatable advisory conversations your whole team can run.
This is advisory that fits inside the work you already do.
How it works in practice
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Import
Pull client financials directly from Xero, MYOB or QuickBooks. No spreadsheets, no double handling.
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Analyse
Benchmark performance, identify tax planning opportunities, and assess advisory gaps using built-in tools and strategies.
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Advise
Run advisory inside the meeting.
Five minutes to insight. Twelve months of structured advisory.No unpaid prep. No follow-up chaos.
AI that supports professional judgement
TaxFitness uses AI to analyse client data and surface relevant tax and advisory strategies.
You decide what applies. You control the advice. You remain the adviser.
AI doesn’t replace accountants; it removes the prep work that stops advisory from happening.
We’ve done the hard work so you don’t have to
TaxFitness includes:
500+ occupations with built-in deduction guidance
350+ business advisory strategies
400+ Top 20% business benchmarks
400+ Top 20% business benchmarks
Custom strategies are supported and the system is updated regularly, so your advice stays current and relevant.
Designed for accounting firms that want more
TaxFitness is built for firms that want to:
- Generate advisory revenue without adding hours
- Stop relying on partners to “remember” advisory
- Deliver consistent advice across the team
- Turn compliance meetings into higher-value conversations
It’s not for firms that only want to do compliance.
Get started
Book a demo
Most firms do. It’s the fastest way to see how advisory fits inside your existing workflow.
Try it free
Experience TaxFitness with a 14-day free trial:
- No credit card.
- No lock-in.
- Cancel anytime.
TaxFitness members - trusted by 500+ accountants
