New TaxFitness upgrades are now live ๐ฅ
Weโve released five new features designed to strengthen privacy, improve client meetings and streamline your tax planning workflow.
Private Client Mode
Restrict access to selected private clients so other practice staff cannot access or review their data, reports or other confidential information.
Agenda Page
Create a clear, professional agenda for each tax planning meeting.
Action Page
Record the actions agreed with your client, including responsibilities and due dates.
Tax Compliance Page
Review and document important tax compliance matters as part of the tax planning process.
Trust Distribution Minutes
Prepare trust distribution minutes directly within TaxFitness, reducing duplication and saving time.
These upgrades are available now and can be used in your next tax planning engagement.
Want to see the new features in action?
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"Youโd be stupid not to try to cut your tax bill and those that donโt are stupid in business"
- Bono: U2