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Education and Support

Unlimited Training and Support

All TaxFitness users are provided with unlimited free phone, email and video conferencing (Zoom) support, including;

  • Preparing tax savings reports.
  • Reviewing your draft reports and providing a second opinion.
  • Marketing your tax planning services.
  • Pricing.

User Guides

The fact sheets and user guides provide information on getting started with TaxFitness and producing tax savings reports.

Training Videos

Training Courses

Accountants Outsourcing

Accountants can offer our Tax Savings Report service to their clients through an outsourcing option and receive 33% of any tax planning fees generated. This option provides your clients with an expert tax planning service without you having to provide the service yourself (i.e. saving you time, training, and the need to purchase tax planning software). If you choose this option your clients' circumstances will be assessed against 250 tax planning strategies to seriously maximise tax savings. 

With this outsourcing option TaxFitness provides the tax planning reports, advice, and assistance, but you deal exclusively with your client. The reports can be branded with your practice logo and details or the TaxFitness branding, it's your choice. 

Marketing with our Newsletter

Our TaxFitness newsletter is an easy way for you to stay in touch with, and educate, your clients.

Release Notes

TaxFitness has a continuous improvement programme with new features and enhancements released every 4 months. These are documented in the Release Notes which also provide usage instructions on the released items. Release notes are emailed to TaxFitness users.

TaxFitness Conference 

TaxFitness holds an annual conference where we review recent TaxFitness product features and enhancements, tax planning strategies, tax planning case studies, and industry news.

Minimum System Requirements

We recommend the following minimum system requirements to get the most out of our software.

Software Enhancement Requests  

Suggestions and ideas to enhance and improve the TaxFitness software are very important to us. Please send us your ideas and requests as continuous improvement of the software is critically important to us. Your suggestions can be sent to us directly here.

Software IT Support 

Our software is developed and maintained right here in Australia. Software issues can be handled immediately by contacting us directly here.