Weโve released five new features designed to strengthen privacy, improve client meetings and streamline your tax planning workflow. Private Client Mode Restrict access to selected private clients so other practice staff cannot access or review their data, reports or other confidential information. Agenda Page Create a clear, professional agenda for each tax planning meeting. Action…
Weโre committed to making our platform faster, simpler, and more valuable for your real client work. To keep our subscribers in the loop, weโve just updated our Product Roadmap with some massive upgrades coming in 2027! ๐๐ฒ๐ฟ๐ฒ ๐ถ๐ ๐ฎ ๐๐ป๐ฒ๐ฎ๐ธ ๐ฝ๐ฒ๐ฒ๐ธ ๐ฎ๐ ๐๐ต๐ฎ๐ ๐๐ฒโ๐ฟ๐ฒ ๐ฏ๐๐ถ๐น๐ฑ๐ถ๐ป๐ด ๐ณ๐ผ๐ฟ ๐๐ผ๐: ๐๏ธ ๐๐ฎ๐ป๐๐ฎ๐ฟ๐ ๐ญ๐ฑ, ๐ฎ๐ฌ๐ฎ๐ณ | ๐๐ฑ๐๐ฎ๐ป๐ฐ๐ฒ๐ฑ ๐ง๐ฎ๐ ๐ฃ๐น๐ฎ๐ป๐ป๐ถ๐ป๐ด…
ย Huge congratulations to Darren Gleeson and the entire team at TaxFitness for being named Customer and Client of the Year at IntuitiveIT(opens in new tab)! This recognition means a great deal to all of us. At TaxFitness, we are continually innovating to provide the best possible tools and strategies to help accounting professionals build…
July 1, 2026 โ Today marks a significant milestone for the TaxFitness team: our 10-year anniversary. Since our inception, we have been dedicated to empowering accounting firms to move beyond compliance and into the world of profitable business advisory. To celebrate this decade of growth, we are proud to announce the most significant infrastructure upgrade…
Weโve rebuilt TaxFitness to remove the friction that was slowing you down. Whatโs changed: Tax planning โ now runs onย one screen Benchmarking โ now runs onย one screen Faster workflow, fewer clicks Improved usability and design Export reports to Word Access update: When you log in, youโll need toย reset your password No changes to your MFAย (this…
Book a business benchmarking demo in October or November and receive aย FREEย copy of our book, ‘The TaxFitness Top 20% Business Benchmarking System‘, a proven framework for accountants to deliver high-value advisory services.
Weโve just released a major suite of upgrades to help you deliverย higher-value,ย tailored, andย more strategic adviceย to your clients. 1. Custom report titles Rename reports to match your clientโs exact needs: โ –ย Asset Protection Report –ย Top 20% Benchmarking Report –ย Family Group Tax Strategy –ย Wealth Report –ย Profit Optimisation Plan โ You choose the title to make every report…
Weโve just launched one of our most powerful upgrades yet. You can nowย import financial data directly from QuickBooks and MYOBย into TaxFitness. No more manual entry Reports in minutes, not hours More time for strategy, clients, and billable work If youโve been waiting for the right moment to return, this is it. Book a free demo…
Most accountants are open to new tools, but letโs be honest, you donโt have time to sit through five demos, chase follow-ups, and decode sales speak.ย So hereโs the shortcut.ย Clarity speed datingย Thursday, 10 July at 11:00 AM AESTย 5 Presentations ร 6 minutes eachย No slides. No fluff. Just five sharp sessions with…
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…
"Youโd be stupid not to try to cut your tax bill and those that donโt are stupid in business"
- Bono: U2