AI powered tax planning

Game changing AI powered tax planning software for accountants

AI tax planning ensures your clients pay less tax—legally, strategically, and efficiently! As their trusted adviser, AI will help to unlock more savings than ever before.

  • Access 250+ proven tax strategies: AI scans a vast, legally compliant database to find the best ways to reduce the tax burden for your clients.
  • Custom-tailored and specific: no one-size-fits-all! AI analyses real financial data to match strategies to the goals, income, and business operated by your client.
  • More than just numbers – a smarter approach: Takes into account your clients' future ambitions, growth plans, and lifestyle needs to maximise benefits.
  • Crystal-clear reports, actionable insights: produce easy-to-read reports showing exactly how much your clients can save, what steps to take, and any implementation costs.
  • You stay in control: with full transparency, your client decides which strategies to use based on your recommendations and advice.

How it works – simple and powerful

  1. You import your clients’ data.
  2. AI scans for the best tax-saving strategies, and a custom report is generated to highlight savings opportunities.
  3. Your client chooses the preferred strategies. You provide consultative advice to help explain the report and findings.
  4. You take action to implement the strategies chosen.
  5. You charge the client for the implementation and service based on tax planning rates.

Don’t leave money on the table. Try our AI tax planning software for free today.

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Effortless tax planning: Let AI Do the work.Try it now!

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"I highly rate TaxFitness for their tax planning and business advisory /benchmarking solutions. This year, I’ll be including a module in my programme for those whom prefer to use TaxFitness software instead of spreadsheets, supporting my philosopy that tax planning isn’t just about minimising tax – it’s about delivering valuable insights, whether the client is in a profitable position or facing challenges"

- Amanda Gascoigne -

"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 -