“Data is not information, information is not knowledge, knowledge is not understanding, understanding is not wisdom.” – Clifford Stoll Too many accountants are doing tax planning without providing a formal, client-ready report. If that’s you, here’s the problem: You’re giving away valuable advice without packaging it in a way that demonstrates your expertise, builds trust, and justifies…
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We’ve just launched one of our most powerful upgrades yet. You can now import financial data directly from QuickBooks and MYOB into TaxFitness. No more manual entry Reports in minutes, not hours More time for strategy, clients, and billable work If you’ve been waiting for the right moment to return, this is it. Book a free demo…
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Still relying on memory and manual research to select tax strategies for clients? Here’s how TaxFitness AI transforms the process, used by 500+ accountants nationwide: Manual (traditional) TaxFitness AI (smart Selection) ❌ Slow & time-consuming ✅ Instant recommendations from full database ❌ Missed strategies likely ✅ Comprehensive, nothing overlooked ❌ Inconsistent advice ✅ Consistent, top-tier strategy every time ❌ Requires deep manual knowledge…
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Used by 500+ accountants with TaxFitness. Tax planning isn’t just technical, it’s strategic. At TaxFitness, we teach accountants how to deliver advice that’s practical, persuasive, and aligned with what clients want: results. Here’s the framework our most successful advisers follow: Know the client inside-out – financials, structure, goals. Start with a commercial purpose – genuine business or…
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At TaxFitness, we help accountants move beyond compliance into structured, high-value tax advisory. Here’s how top advisors use our system to deliver powerful results: Understand the client – income, assets, structures, goals. Identify strategy categories – income, entity, investment, timing, super. Shortlist strategies – fit for client, compliant, and beneficial. Evaluate impact – tax savings,…
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At TaxFitness, every strategy in our tax planning software is rated across five core attributes: Type of taxpayer it applies to Implementation process & cost Size of deduction (average) One-off vs ongoing deductions Capital investment component This framework helps accountants prioritise the most effective tax strategies, based not just on deductions, but efficiency, impact, and ease…
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Most accountants are open to new tools, but let’s be honest, you don’t have time to sit through five demos, chase follow-ups, and decode sales speak. So here’s the shortcut. Clarity speed dating Thursday, 10 July at 11:00 AM AEST 5 Presentations × 6 minutes each No slides. No fluff. Just five sharp sessions with…
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Step 6 of the TaxFitness Process: The Tax Strategy Database, it’s where real advisory value begins. If you’re serious about delivering credible, compliant, and profitable tax planning, you need more than a few tips and templates. You need a proven, structured, and accountant-ready system. Here’s what powers the TaxFitness platform: 200+ tax strategies with step-by-step implementation 18 ATO obligations built…
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Founder of TaxFitness, Darren Gleeson’s new book ‘The Tax Planning Advisory System’ is out now! A practical 10-step framework for accountants looking to deliver high-value, strategic tax planning advice and scale a profitable advisory service. Used by 500+ accountants $2,000+ advisory engagements delivered in minutes Fully branded client-ready reports To celebrate the launch, anyone who…
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Too many accounting firms pour time and money into chasing new leads — but the real profit lies in your existing clients. Here’s what the data says The probability of selling to an existing client is 60–70%, compared to only 5–20% for a new prospect Existing clients are 50% more likely to try new services and spend 31% more It costs…
Read More »"You’d be stupid not to try to cut your tax bill and those that don’t are stupid in business"
- Bono: U2