Coming soon

Software

Key features

AI

  • AI chatbot
  • AI tax planning - selects strategies
  • AI business advisory - selects strategies
  •  

Coming soon

Intellectual property

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

Intellectual property

  • 100+ property strategies
  • 100+ finance strategies
  •  

Two customisable reports

  • Tax planning
  • Business advisory (+benchmarking)
  •  

Two customisable reports

  • Export to Word
  • Budgeting functionality
  •  

Financial data import

  • Xero
  •  

Financial data import

  • MYOB
  • Quickbooks
  •  

Client and group import

  • Xero
  •  

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 - 50+
  • Service price list
  •  

Coming soon

Resource material

  • Instructional training videos from partners - more coming
  •  

Training

Key features

Courses

  • Partner courses - currently 11
  • Premium onboarding & implementation program
  • 5 hours through Zoom
  •  

Coming soon

Courses

  • Partner courses - more coming
  •  

12-month mentoring programme

  • With annual premium subscription
  •  
See our pricing plans

"Have been using TaxFitness for about 2 months now, and it has been exactly what I needed to structure my tax planning services and confidently provide a valuable offering to my clients, which has led to an increase in revenue. Excellent customer service and the support from Darren (through the premium offering) has been invaluable."

- Nicole Neck -

"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 -