TaxFitness software

Biggest upgrade yet! Now live in TaxFitness

30 July 2025
software upgrade 2025

We’ve just released a major suite of upgrades to help you deliver higher-value, tailored, and more strategic advice to your clients. 1. Custom report titles Rename reports to match your client’s exact needs: ​ – Asset Protection Report – Top 20% Benchmarking Report – Family Group Tax Strategy – Wealth Report – Profit Optimisation Plan ​ You choose the title to make every report…

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New book launch – The Tax Planning Advisory System | Get your free copy!

2 July 2025
The tax planning advisory system

Founder of TaxFitness, Darren Gleeson’s new book ‘The Tax Planning Advisory System’ is out now! A practical 10-step framework for accountants looking to deliver high-value, strategic tax planning advice and scale a profitable advisory service. Used by 500+ accountants $2,000+ advisory engagements delivered in minutes Fully branded client-ready reports To celebrate the launch, anyone who…

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Powering the future over lunch with our tech gurus at IntuitiveIT

16 June 2025
Lunch IntuitiveIT

It was a pleasure to connect with our expert software partners, IntuitiveIT, over a productive lunch in Melbourne on Thursday. Our close collaboration is central to enhancing the TaxFitness platform, ensuring we continue to deliver the most innovative and efficient tax planning solutions for our accounting members. We’re dedicated to empowering accountants with the best…

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Tax planning bootcamp – 3 one-hour webinars

24 April 2025
tax planning webinars

Darren Gleeson presents 2 one one-hour tax planning bootcamp webinars. Getting started with tax planning | Monday 5th May 10:30 AM – register now. Educating & selling tax planning to clients | Tuesday 6th May 10:30 AM – register now. Implementing tax planning strategies | Wednesday 7th May 10:30 AM – register now. See all…

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Boost revenue & stand out with the TaxFitness tax planning course

25 March 2025
TaxFitness training course

If you’re still only offering tax compliance services, you’re leaving serious money on the table. Included in your TaxFitness annual subscription, the self-paced tax planning course shows you exactly how to unlock an extra $30,000+ in fees in your first year—without adding a single new client. Here’s what you get:  Proven 10-step process to deliver…

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TaxFitness resources, marketing and training courses

21 March 2025
marketing resources and training courses

  Self-paced tax planning manual (100 pages). Marketing manual (30 pages). Marketing templates, brochures, and materials (30+). Checklists, pricing guides, templates (15+). Training videos – Tax planning, benchmarking and business advisory (10+) – more coming. 3 hours 1-on-1 training on software, pricing, marketing, etc. All complementary and part of the annual subscription (Only $1,320 pa).…

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AI powered tax planning is here

13 March 2025
AI tax planning

Why AI tax planning is a game-changer Access 250+ proven tax strategies AI scans a vast, legally compliant database to find the best ways to reduce your clients tax burden. Custom-tailored to your situation. No one-size-fits-all! AI analyses your clients real financial data to match strategies to their goals, income and business. More than just…

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AI upgrade and last chance to lock in your rate!

3 March 2025
AI Powered tax planning

Big news! In the next two weeks, we’re rolling out a powerful AI upgrade for TaxFitness, featuring: AI-powered tax & business advisory recommendations. Instant AI chatbot support for faster insights. Smarter, automated strategies to save time & boost results. Important: From March 20, 2025, the monthly subscription will increase from $99 + GST to $200…

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"You’d be stupid not to try to cut your tax bill and those that don’t are stupid in business"

- Bono: U2