Get more clients asking for tax planning without having to sell

Most accounting clients don’t understand the value of compliance work. They see the result (a tax return or BAS), but not the thinking behind it. That’s a missed opportunity.

With TaxFitness, you can turn compliance delivery into a powerful tax planning conversation, with no extra effort.

Here’s how

• Use quality control checklists.
  TaxFitness provides three checklists (business, BAS, and individual) you can integrate into your year-end and quarterly compliance process:
  • It shows your rigour.
  • It triggers client curiosity.
  • It opens the door to strategic services.
• Distribute value-driven brochures.
  We give you three done-for-you brochures to print, email, or hand out in meetings:
  • Why your business needs tax planning.
  • The tax planning process.
  • Why your business needs business advisory.

Clients read them. They ask better questions. And they start to see you as more than a tax agent, as a trusted advisor.

• With smart repetition, you educate clients up to 5x per year
• Without selling, they start asking you for advice
• It’s all built into the TaxFitness system

If you’re ready to move beyond compliance and build a proactive, profitable advisory service, TaxFitness gives you the software, resources, and training to make it happen.