Software
Tax planning, business advisory and business benchmarking
Supported by marketing, resources and training courses
AI driven software, unmatched efficiency and accuracy. Consult smarter, not harder.
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
Annual premium
Software, marketing, resources, training & results programme
$4,800 + GST / year
Annual
Software, marketing, resources and training
$1,200 + GST / year
Monthly
Software only
$200 + GST / month
Not sure which subscription plan suits you?
How our AI driven software can help
Tax planning | business benchmarking | business advisory
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!
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
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.
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.
TaxFitness Members
