Do TaxFitness subscriptions include training?
Yes. All TaxFitness subscriptions include training and supporting resources. The difference is the depth, structure, and level of hands-on implementation support.
TaxFitness training is practical and system-based. At the Premium level, it moves beyond training into guided execution with real clients.
Annual plan
Structured startup training to use the system correctly
The Annual Plan includes up to 5 hours of structured software training per practice, per year, delivered via Zoom.
This training focuses on capability and confidence, ensuring your team understands the platform, the systems, and how they fit together.
What the Annual training covers
- Using the TaxFitness platform efficiently
- Understanding features, reports, and workflows
- Navigating tax planning and Top 20% benchmarking modules
- Setting up TaxFitness correctly within your practice
- Understanding how the systems are designed to be used
This is foundational training. It ensures your team knows what to do and how the system works.
Included resources
- Training available to all practice staff
- Tax Planning Advisory System manual
- TaxFitness Top 20% Business Benchmarking System manual
- Training videos, walkthroughs, templates, and guides
Best suited for: Firms that want strong onboarding and clear systems, then implement at their own pace.
Annual premium plan
Weekly 1-on-1 implementation with real clients
The Annual Premium Plan goes well beyond 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 training.
You are not learning about TaxFitness, you are using it live, with real clients, with direct support.
What premium implementation focuses on
- Using TaxFitness inside real client meetings
- Structuring and reviewing tax planning reports before presentation
- Structuring and presenting Top 20% benchmarking and advisory reports
- Turning insights into clear advisory scope and pricing
- Converting outputs into paid advisory engagements
Sessions are private, practical, and tailored to your firm, your clients, and your objectives.
The critical difference
| ANNUAL | ANNUAL PREMIUM | Learn the system | Implement the system |
|---|---|
| Softwware training | Advisory training |
| Self paced | Weekly guided progress |
| Capability | Commercial outcomes |
Who Premium is for
The Annual Premium Plan is designed for firms that want to accelerate advisory revenue, prefer implementation support over self-learning, and value accountability and momentum.
Many Premium firms use these sessions to:
- Build $5,000–$50,000+ per year advisory relationships
- Embed tax planning and benchmarking into year-end workflows
- Reduce reliance on partner memory and ad-hoc advice