Pricing

Software, marketing and resources

Monthly subscription
software only

  • First 30 days free
  • No credit card required
  • Unlimited clients
  • Unlimited users
  • Unlimited reports
  • Tax planning software
  • Business advisory software
  • x
  • x
  • x
  • x
  • x
  • x
  • x
  • x
  • x
  • x

$99 / month

Free trial

Annual subscription
software, marketing and resources

  • First 30 days free
  • No credit card required
  • Unlimited clients
  • Unlimited users
  • Unlimited reports
  • Tax planning software
  • Business advisory software
  • Marketing emails - to sell the service
  • Marketing plan
  • Marketing materials and point of sale brochures
  • How to market webinars
  • How to sell the service webinars
  • How to price the service webinars
  • Checklists
  • Pricing guides
  • Tax planning webinars - to deliver the service
  • Business advisory webinars - how to deliver the service

TBD / year

Free trial
Coming soon

Training courses

Generate tax planning and business advisory fees for your practice from day one, by enroling in the course that most suits your needs. Our courses are practical and hands on and work one-to-one with you and your existing clients to get results.

BRONZE
Self-paced tax planning course

  • Generate tax planning fees.

  • X
  • Self-paced course:

    Work with real clients, produce tax planning reports, learn how to market, and integrate the services into your practice.
  • One extra participant is complimentary (Learn with a friend or work colleague).
  • Access core course content (videos, checklists, PDF summaries, marketing materials, marketing emails).
  • Full course manual.
  • X

  • Unlimited phone calls and emails for 28 days.

  • Course certification - includes 20 hours of CPD.
  • 30-day free software trial.

$600 + GST

Book now

SILVER
1 day tax planning course

  • Generate tax planning fees within 7 days.

  • X
  • Online course – 6 hour Zoom session:

    Work with real clients, produce tax planning reports, learn how to market, and integrate the services into your practice.
  • One extra participant is complimentary (Learn with a friend or work colleague).
  • Access core course content (videos, checklists, PDF summaries, marketing materials, marketing emails).
  • Full course manual.
  • X

  • Unlimited phone calls and emails for 28 days.

  • Course certification - includes 6 hours of CPD.
  • 30-day free software trial.

$990 + GST

Book now

GOLD
8 week tax planning course

  • Targeting a minimum of $50,000 in tax planning fees within the first 12 months.
  • Fee guarantee – T & C apply.
  • Online course - 6 hour Zoom session.

    Work with real clients, produce tax planning reports, learn how to market, integratte the services into your practice.
  • One extra participant is complimentary (Learn with a friend or work colleague).
  • Access core course content (videos, checklists, PDF summaries, marketing materials, marketing emails).
  • Full course manual.
  • Weekly 1-on-1 coaching mentoring and training (1 hour Zoom sessions).
  • Unlimited phone calls and emails.


  • Course certification - includes 200 hours of CPD.
  • 8 week software subscription included.

$3,600 + GST

Book now

"I have been a user of this tax planning software for many years now and I'm extremely happy with this product.
With xero linking with tax fitness, tax planning can be done easily and cost effectively for clients"

- Nishan Senaratne -

"I highly recommend TaxFitness to all tax accountants and business owners. have used TaxFitness for many years now and have found it to be a fantastic software that assists tax agents efficiently".

- Phuong Dang -