Do our subscriptions include training?
Yes. All TaxFitness subscriptions include training and supporting resources. The difference is depth, structure, and level of hands-on implementation support.
Annual plan
Structured software training and core advisory systems
The Annual Plan includes up to 5 hours of structured software training per practice, per year, delivered via Zoom.
What this training covers
- Using the TaxFitness platform efficiently
- Understanding features, reports, and workflows
- Navigating tax planning and benchmarking modules
- Setting up TaxFitness correctly within your practice
This training is designed to ensure your team can use the software confidently and correctly.
Included resources
- Training available to all practice staff
- Tax planning advisory system manual
- The TaxFitness top 20% business advisory system manual
- Training videos and walkthroughs
- Templates, guides, and reference materials
The annual plan is ideal for firms that want strong onboarding and systems, then implement at their own pace.
Annual premium plan
Weekly 1-on-1 implementation with real clients
The annual premium plan goes beyond software training. It includes weekly private 1-on-1 implementation sessions (up to 1 hour per week, per practice) across 12 months. This is guided execution, not generic or on-demand training.
What premium implementation focuses on
- Using TaxFitness live in real client meetings
- Structuring and reviewing tax planning reports
- Structuring and presenting Top 20% benchmarking and advisory reports
- Pricing and positioning advisory services with confidence
- Turning insights into paid advisory engagements
Sessions are tailored to your firm, your clients, and your advisory objectives.
Included resources
- Using TaxFitness live in real client meetings
- Structuring and reviewing tax planning reports
- Structuring and presenting Top 20% benchmarking and advisory reports
- Pricing and positioning advisory services with confidence
- Turning insights into paid advisory engagements
Sessions are tailored to your firm, your clients, and your advisory objectives.
At a glance
| ANNUAL | ANNUAL PREMIUM | 5 hours Zoom software training per year | Weekly 1-on-1 implementation sessions (up to 1 hour per week) |
|---|---|
| Focused on software use and core systems | Focused on software use and core systems |
| Manuals, videos, and templates included | Personalised guidance and report review |
| Accelerated path to advisory revenue |