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Tax Fitness

By Tax Fitness
5 out of 5 stars
 3 reviews
Free trial available
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For accountants looking to expand their service offerings, increase revenue, and provide greater value to their clients, TaxFitness offers comprehensive software, marketing, resources and training courses to integrate tax planning, business benchmarking, and business advisory into their practice.
Rated
5.0
out of 5
Reviewed by
3
Xero users
Try this app
Free trial
available
Listed for
2 years
September 2022

Tax Fitness can help your business

  • Supporting a business for Accountants and Bookkeepers

    • Introduce or explain regulations, deadlines, tools
    • Support the setup

  • Reporting for Accountants and Bookkeepers

    • External reporting

  • Help and advice for business

    • Finance advice
    • Business insights

Overview

The annual subscription, $1,320 pa, has the following benefits & features:

Software

  • Professional tax planning, business benchmarking, and business advisory reports: Simplify complex analysis, saving time and reducing errors.

  • AI-powered tax planning: Leverage AI for faster insights and more innovative strategies.

  • 200+ tax strategies, 400+ business benchmarks, and 350+ business advisory strategies: Access a vast database of pre-written strategies to identify client opportunities.

  • Xero integration (MYOB and QuickBooks coming April 2025): Easily import client and financial data, eliminating manual entry and ensuring accuracy.

  • Customisable reports: Brand reports with your logo and tailor them to individual client needs.

Marketing

  • Marketing manual, templates, and resources: Effectively promote your expanded service offerings to clients.

  • Step-by-step guides: Learn how to successfully present, price and "sell" the benefits of these services.

Resources

  • Online library: Access a wealth of resources and training webinars to support your learning and service delivery.

Training

  • 3 hours of software training through Zoom: Maximise software usability and understand the features.

  • Outsourcing option: Delegate tasks to TaxFitness experts and share the service fees.

Overall benefits

  • Generate more fees: Offer higher-value services and attract new clients. TaxFitness can double your existing fees without adding clients.

  • Enhance client relationships: Provide proactive, strategic advice beyond compliance.

  • Improve client outcomes: Help clients save on taxes, improve business performance, and achieve financial goals.

  • Increase efficiency and productivity: Streamline processes and leverage automation and AI.

  • Stay ahead of the curve: Embrace technology and adopt a forward-thinking approach to tax planning, business benchmarking and business advisory.

  • Transform your practice to a trusted advisor: With TaxFitness, you can transform your practice from a compliance-focused service provider to a trusted advisor who delivers comprehensive financial solutions.

Tax Fitness
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Tax Fitness + Xero

Seamless Xero Integration:

  • Import and sync your Xero clients and client groups with ease. Client information, including entity type, names, and emails, is automatically updated, saving you precious time.

  • Import financials from Xero: Leverage client financial data from Xero to generate comprehensive tax planning reports. Gain valuable insights and make informed decisions for your clients.

Experience the difference with TaxFitness. Streamline your tax planning process and focus on what matters most.

Getting started

3 easy steps

  1. Sign up for a free trial at www.taxfitness.com.au.
  2. From the left-hand menu, select My clients and click the pink Sync Xero clients button.
  3. Select a client member and click the pink Import your financials from Xero button.
Screenshot 1 for app Tax Fitness

Reviews & ratings

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5.0 out of 5 stars
3 Reviews

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Most recent reviews

PD
Phuong Dang
Posted 31 Jul 2023
5 out of 5 stars
I have used TaxFitness for many years now and have found it to be a fantastic software that assists tax agents efficiently. Using a pen, paper and calculator have become history. By simply plugging in the numbers, we are given a comprehensive tax planning report by TaxFitness. On the other hand, clients understand their financial situation and have proper strategies for the coming tax years. I highly recommend TaxFitness to all tax accountants and business owners.

Response from Tax Fitness31 Jul 2023

Thanks for the amazing review and recommendation, Phuong! Great to see that our software is saving you time and automating some of your tax planning process for you. 👍
NS
Nishan Senaratne
Posted 26 Jul 2023
5 out of 5 stars

Tax planning software

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. It's not just the tax planning software that I use with this product but all the changes in tax legislature are updated in summary form which is very user friendly. I visit the member section almost daily to keep upto date with the changes in tax and as an easy way of reviewing tax topics that I want to do a quick review on. Personally, the monthly newsletter, which is personalized to my practice and sent out to clients automatically, alone is worth this item.

Response from Tax Fitness26 Jul 2023

Thanks for the great review, Nishan.😁 Yes, our tax strategy database is continuously updated and can be a handy resource even when not used to generate client tax planning reports.
KK
Kristina Kritskikh
Posted 26 Jul 2023
5 out of 5 stars

Tax Fitness accountant software

I've been using TaxFitness accountant software (which is now integrated with XERO accounting software) for tax planning, and it's been a great tool for my business. The software has made the tax planning process much more efficient and has allowed me to offer a more professional service to my clients. With TaxFitness, I can easily manage my clients' tax planning needs and ensure that I comply with all the latest regulations. The software is user-friendly and has improved my accuracy and efficiency. I highly recommend TaxFitness to any accountant looking to streamline their tax planning process! Regards, Kristina STP Alkimos.

Response from Tax Fitness26 Jul 2023

Thanks for the amazing review and recommendation, Kristina.👍 We are so happy that our software makes your tax planning process efficient and professional.

Additional info

Shared data

Xero
Tax Fitness
Accountsshared from Xero to Tax Fitness
Usersshared from Xero to Tax Fitness

Functions

Accountant toolsPractice manager

Industries

Accounting

App details

By Tax Fitness
Added in 2022

Countries

Australia

Languages

English

Support

Setup walkthroughContact supportinquiries@taxfitness.com.au

Contact

(08) 9337 4464

Follow

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