tax planning software upgrade

We have updated our software in September with increased usability and some new features.

September updates now live:

  • Tax Agent Directory – Now includes office locator.
  • TaxFitness Newsletter – Practices can now personalise the newsletter by adding their own content (if they wish).
  • My Subscribers migrated to My Clients – Practices need only maintain one client database instead of two.
  • Auto save function on Tax Optimiser.

Major upgrade coming in Feb 2018 - Full Automation:

  • Step 1 - Enter client details.
  • Step 2 - Select automation option.
  • Step 3 - Tax Planning Report is instantly prepared.