Most accountants only see part of the picture

Yet real tax savings and business advisory breakthroughs come when you see everything, the full group structure, cash flow, financial history, and the client’s goals.
TaxFitness brings it all together so you can deliver high-impact advice quickly, clearly, and confidently.

Here’s how it works:

• One-time setup – Quickly import individuals and entities from XPM, and financial data from Xero. Or enter manually in minutes. This includes the client, spouse, kids, companies, trusts, partnerships, SMSFs — the entire structure.
• Annual refresh – Each year, update year-to-date business profits, estimated incomes, tax paid (PAYG), and assets/liabilities. Approximate figures are fine — speed is built in.
• Full financial picture – You now know what your client earns, owns, owes, and wants to achieve. This context transforms your ability to recommend the right strategies.
• Tailored strategy selection – TaxFitness helps you align strategies with client goals, funds available, and future tax profile.
  For example:
  • A 65-year-old retiree and a 35-year-old business owner may have the same income now — but need completely different tax planning solutions.
  • A client with surplus cash can salary sacrifice into super. Another living paycheck to paycheck? That strategy’s off the table.
• Ongoing speed & scale – Reports are 80% faster to generate in future years. The hard work is done once. After that, you’re in advisory mode.