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…
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 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…
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…
Stay informed about our software and resource upgrades over the last 12 months: November 2024: HECS debt repayment calculations. Primary production averaging calculations. Medicare levy surcharge calculations. DIV 293 tax calculations. Reports now include detailed tax calculations for individuals. September 2024 Ability to simplify our reports by omitting sections. August 2024 New annual premium subscription…
We have three new powerful resources designed to support your tax planning and business advisory journey: 1. Annual subscription premium This comprehensive package is your ticket to tax planning and business advisory success: Expert coaching and mentoring:ย Personalized guidance to help you grow your practice. Proven software and marketing tools:ย Streamline your workflow and attract new clients.…
We are pleased to announce a new annual subscription option incorporating software, marketing, resources and training. Key features include: 12-months software. Self-paced tax planning course (valued at $660). Webinars. Marketing resources. Annual cost $1,200 (plus GST). Itโs our way of helping you get the most out of our software by providing resources that help you…
We have made some significant improvements to our TaxFitness software: You can now analyse up to 5 different scenarios when preparing tax planning reports. We have Improved the tax planning report design, presentation, and wording and included additional graphs and tables. Sixty new compliance and business advisory recommendations have been added to our tax strategy…
"Youโd be stupid not to try to cut your tax bill and those that donโt are stupid in business"
- Bono: U2