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
Supercharge your tax planning, business advisory and benchmarking
TaxFitness provides comprehensive tax planning businesses advisory and benchmarking software for accountants seeking to:
- Streamline their processes.
- Increase client fees.
- Gain a competitive edge.
Our software features:
- Over 200 pre-built tax strategies.
- Clear explanations and implementation guides.
- Detailed costings and savings analysis.
- Professional reports for clients.
With TaxFitness, you can:
- Work smarter, not harder
- Provide exceptional value to clients
- Grow your practice with ease
Plus, we offer:
- Marketing materials to promote your services.
- Helpful resources to support your practice.
- Tailored training to maximize tax planning, business advisory and benchmarking service offerings.
Our premium plan
- First 30 days free on trial (software only)
- No credit card required on trial
- Unlimited clients
- Unlimited users
- Unlimited reports
- Tax planning software
- Business advisory software
- Mentoring Programme (valued at $3,600 + GST):
Targeting a minimum of $30,000 in tax planning, business advisory and benchmarking fees within the first 12 months.
- Flexible 1-on-1 coaching.
- Zoom sessions as required.
- Work with real clients.
- Produce tax planning reports.
- Produce business advisory reports.
- Learn how to market and integrate the services into your practice.
- Unlimited phone calls and emails.
- Self-paced tax planning course and manual valued at $600 + GST included
Resources:
- How to market.
- How to sell the services.
- How to price the services.
- How to deliver the services.
- Checklists
- Pricing guides.
Marketing:
- Emails to communicate and sell the services.
- Advertising and promotional plan.
- Marketing material and point of sale brochures.
Tax Fitness + Xero
Seamless Xero Integration:
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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.
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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
- Sign up for a free trial at www.taxfitness.com.au.
- From the left-hand menu, select My clients and click the pink Sync Xero clients button.
- Select a client member and click the pink Import your financials from Xero button.
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