Coming soon

Software

Key features

AI

  • AI tax planning - selects strategies
  •  

Coming soon

AI - coming April 25

  • AI chatbot
  • AI business advisory

Intellectual property

  • 200+ pre-written tax strategies
  • 400+ business benchmarks
  • 350+ business advisory strategies
  •  

Intellectual property

  • 100 more business benchmarks (increasing the database to 500+).
  •  

Two customisable reports

  • Tax planning
  • Business advisory (+benchmarking)
  •  

New report

  • Stand-alone business benchmarking report
  •  

Financial data import

  • Xero
  •  

Financial data import

  • MYOB
  • Quickbooks
  •  

Client and group import

  • Xero
  •  

Client and group import

  • MYOB
  • Quickbooks
  •  

Marketing

Key features

Promotional tools

  • Marketing plan
  • Marketing manual
  • Checklists
  • Examples

Coming soon

Visual

  • Marketing videos
  •  

Resources

Key features

Resource material

  • Instructional training videos from partners
  • Tax planning manual
  • Interview checklists
  • Practice profile forms
  • Price guides
  • Videos
  • Service price list
  •  

Coming soon

Resource material

  • Instructional training videos from partners - more coming
  •  

Training

Key features

Courses

  • 3-hour tax planning
  • 3-hour business advisory (+benchmarking)
  • Partner courses - currently 5
  •  

Coming soon

Courses

  • Partner courses - more coming
  •  

12-month mentoring programme

  • With annual premium subscription
  •  

Other

Key features

Coming soon

Outsourcing option

  • We do the work, you retain control
  •  
See our pricing plans

"I highly rate TaxFitness for their tax planning and business advisory /benchmarking solutions. This year, I’ll be including a module in my programme for those whom prefer to use TaxFitness software instead of spreadsheets, supporting my philosopy that tax planning isn’t just about minimising tax – it’s about delivering valuable insights, whether the client is in a profitable position or facing challenges"

- Amanda Gascoigne -

"I have been a user of this tax planning software for many years now and I'm extremely happy with this product.
With xero linking with tax fitness, tax planning can be done easily and cost effectively for clients"

- Nishan Senaratne -

"I highly recommend TaxFitness to all tax accountants and business owners. have used TaxFitness for many years now and have found it to be a fantastic software that assists tax agents efficiently".

- Phuong Dang -