Stop re-keying numbers. Start advisory faster
TaxFitness connects directly to Xero, MYOB and QuickBooks, pulling your clients' financials straight into tax planning, Top 20% benchmarking, and advisory automatically.
No spreadsheets. No manual uploads. No duplicated work. Set it up once. Use it every year.
Why connected apps matter and why this isn’t just another integration
Most integrations save a few minutes. This one saves hours per client and removes the biggest reason advisory work never quite happens.
When the numbers are already in:
- Tax planning stops being last‑minute
- Benchmarking happens inside the meeting
- Advisory becomes structured, repeatable and chargeable
Connected apps aren’t the feature.
They’re what make the 5‑minute benchmarking system and 5-minute tax planning triage system work in the real world.
How it works
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Connect once
Securely link your client file from Xero, MYOB or QuickBooks.
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Import automatically
TaxFitness imports:
- Profit & loss
- Balance sheet
- Entity and group structures
- Multi-entity relationships (where applicable)
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Use immediately
The data is ready to use for:
- Tax planning
- Top 20% business benchmarking
- Advisory conversations
- Business valuations (where relevant)
No exporting. No reformatting. No rework.
Your Xero data, ready for advisory
TaxFitness connects directly to Xero to pull client groups and financials into advisory-ready reports.
- Handles companies, trusts and individuals
- Works with Australian chart structures
- Read-only, secure connection
- Built for accounting practices
MYOB data without the export pain
Import financials directly from MYOB and move straight into planning and benchmarking.
- No CSV files
- No manual uploads
- Supports multi‑entity client groups
QuickBooks, connected to TaxFitness
Import your client groups and financials from QuickBooks and use the numbers immediately.
- Clean mapping into TaxFitness
- Built for growing advisory firms
- No spreadsheet handling
Security and control
- Read‑only access - TaxFitness cannot change client data
- You control which files are connected
- Disconnect at any time
Your data stays in the source system. TaxFitness uses it to do better work.
Why firms use connected apps
Because advisory fails when it relies on:
- Memory
- Manual prep
- Spare time
Connected apps remove friction so advisory can happen on purpose, not by accident.
The integration isn’t the outcome
What you do with it is
Connected apps are what make:
- Five‑minute benchmarking possible
- Tax planning structured
- Advisory is easier to deliver and easier to charge for