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…
Weโre committed to making our platform faster, simpler, and more valuable for your real client work. To keep our subscribers in the loop, weโve just updated our Product Roadmap with some massive upgrades coming in 2027! ๐๐ฒ๐ฟ๐ฒ ๐ถ๐ ๐ฎ ๐๐ป๐ฒ๐ฎ๐ธ ๐ฝ๐ฒ๐ฒ๐ธ ๐ฎ๐ ๐๐ต๐ฎ๐ ๐๐ฒโ๐ฟ๐ฒ ๐ฏ๐๐ถ๐น๐ฑ๐ถ๐ป๐ด ๐ณ๐ผ๐ฟ ๐๐ผ๐: ๐๏ธ ๐๐ฎ๐ป๐๐ฎ๐ฟ๐ ๐ญ๐ฑ, ๐ฎ๐ฌ๐ฎ๐ณ | ๐๐ฑ๐๐ฎ๐ป๐ฐ๐ฒ๐ฑ ๐ง๐ฎ๐ ๐ฃ๐น๐ฎ๐ป๐ป๐ถ๐ป๐ด…
ย Huge congratulations to Darren Gleeson and the entire team at TaxFitness for being named Customer and Client of the Year at IntuitiveIT(opens in new tab)! This recognition means a great deal to all of us. At TaxFitness, we are continually innovating to provide the best possible tools and strategies to help accounting professionals build…
We are excited to announce our latest updates, focused on delivering deeper tax-planning functionality and stronger, comprehensive trust reporting. In this webinar, we will walk you through the latest platform enhancements designed to streamline your workflow, improve your reporting, and provide greater flexibility for your clients’ tax strategies. What we will cover in this session:…
The 2026โ27 Federal Budget introduced significant changes affecting individuals, businesses, investors and discretionary trusts. TaxFitness has translated these changes into eight practical tax-planning strategies: TS 203 โ Review discretionary trusts before the proposed 30% minimum tax TS 272 โ Access refundable losses for eligible start-ups TS 34 โ Obtain asset valuations at 1 July 2027…
Yesterday marked the official launch of The Accounting Profit Blueprint 2026, and we are absolutely thrilled by the amazing response! Thank you to everyone who has already grabbed their copy and supported the release. A massive thank you to TaxFitness, who proudly funded and launched this incredible project. The book brings together 9 industry…
Providing a complete year-end summary of a business clientโs family taxation position just got incredibly fast. TaxFitness now includesย Annual Tax Summary Reports, a streamlined, professional way to demonstrate your value, wrap up the financial year, and unlock high-value advisory opportunities. In just a few clicks, you can generate a comprehensive report covering: Key Financials:ย Taxable income,…
July 1, 2026 โ Today marks a significant milestone for the TaxFitness team: our 10-year anniversary. Since our inception, we have been dedicated to empowering accounting firms to move beyond compliance and into the world of profitable business advisory. To celebrate this decade of growth, we are proud to announce the most significant infrastructure upgrade…
Weโve rebuilt TaxFitness to remove the friction that was slowing you down. Whatโs changed: Tax planning โ now runs onย one screen Benchmarking โ now runs onย one screen Faster workflow, fewer clicks Improved usability and design Export reports to Word Access update: When you log in, youโll need toย reset your password No changes to your MFAย (this…
The Business Jemma Aesthetics Pty Ltd operates two premium cosmetic injectables clinics under the Skin Sociรฉtรฉ brand in Perth. Revenue: $1.06M Net profit: $200,641 (~19%) Multi-site operation (Karrinyup & Ellenbrook) On paper, this is a strong business, already outperforming industry averages. The Reality Average performance is not the benchmark. Top 20% clinics operate at:…
"Youโd be stupid not to try to cut your tax bill and those that donโt are stupid in business"
- Bono: U2