Subscription pricing

Subscriptions

MONTHLY
$200 + GST / month 		ANNUAL
$1,200 + GST / year 		ANNUAL PREMIUM
$4,800 + GST / year
Software Software Software
First 30 days free on trial

 		First 30 days free on trial (software only) First 30 days free on trial (software only)
No credit card required on trial No credit card required on trial No credit card required on trial
Unlimited clients Unlimited clients Unlimited clients
Unlimited users Unlimited users Unlimited users
Unlimited reports Unlimited reports Unlimited reports
Tax planning software Tax planning software Tax planning software
Business advisory (+ benchmarking) software Business advisory (+ benchmarking) software Business advisory (+ benchmarking) software
Trial AI functionality Unlimited AI functionality Unlimited AI functionality
Marketing Marketing Marketing
x Reports available and presentation to clients. Reports available and presentation to clients.
x Defined processes to sell the benefits. Defined processes to sell the benefits.
x Templates and examples. Templates and examples.
Resources Resources Resources
x Forms, tools, checklists, references, fact sheets and pricing guides. Forms, tools, checklists, references, fact sheets and pricing guides.
x Strategy databases. Strategy databases.
Training Training Training
x OVERVIEW: 3 hours of software training through Zoom (maximise software usability and understand the features).

 		DETAILED: 12 months of unlimited software training through Zoom (maximise software usability and understand the features). Become an expert user.
x x Training available to all practice staff.
x Self-paced tax planning manual. Self-paced tax planning manual.
x Training videos Training videos
Results Programme Results Programme Results Programme (12 months coverage)
x x We can work with you on your actual clients to generate fees.

We will work with you to target a minimum of $30,000 - $100,000 in tax planning and business advisory fees for your practice to start the process. Once introduced the services will be positioned in your practice to gain ongoing momentum and fees.
x x Flexible 1-on-1 coaching / Zoom sessions as required covering legislation, technical matters and our software.
x x Learn how to refine and work with our tax planning reports (receive detailed assistance).
x x Learn how to refine and work with our business advisory reports (receive detailed assistance).
x x Learn how to market and integrate services for tax planning, business advisory and business benchmarking into your practice. You want these services to be standard services that are permanent and a part of normal work flows.
x x Unlimited phone calls and emails. Receive fast support as you need it.
Payment options Payment options Payment options
x x Monthly instalments available.
$200 + GST / month $1200 + GST / year $4800 + GST / year
Free trial
Free trial
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"I highly rate TaxFitness for their tax planning and business advisory /benchmarking solutions. This year, I’ll be including a module in my programme for those whom prefer to use TaxFitness software instead of spreadsheets, supporting my philosopy that tax planning isn’t just about minimising tax – it’s about delivering valuable insights, whether the client is in a profitable position or facing challenges"

- Amanda Gascoigne -

"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 -