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Tax Fitness

By Tax Fitness
5 out of 5 stars
 8 reviews
Free 14 day trial available
Get this appView pricing plans
TaxFitness helps accountants expand services, grow revenue, and deliver more value. Our platform combines software, AI, marketing, resources, and training to integrate tax planning, business benchmarking, and business advisory into everyday practice.
Rated
5.0
out of 5
Reviewed by
8
Xero users
Try this app
Free 14 day
trial available
Listed for
3 years
September 2022

Overview

For accountants looking to expand their service offerings, grow revenue, and deliver greater value to clients, TaxFitness provides a complete advisory solution.

Our platform combines software, AI, marketing, resources, and training to help firms integrate tax planning, business benchmarking, and business advisory into everyday practice.

Subscription

Annual subscription: $1,320 (incl. GST)

Key Benefits & Features

Software

  • Professional advisory reports: Tax planning, benchmarking, and business advisory reports produced in minutes — simple, accurate, and client-ready.

  • AI-powered tax planning: Instantly identify strategies to reduce tax and improve business performance..

  • Comprehensive strategy libraries: Access 250 Australian tax strategies, 350+ business advisory strategies, and 400 Top 20% business benchmarks available only through TaxFitness.

  • Deep integrations: Connect directly with Xero, MYOB, and QuickBooks to import client data and eliminate manual entry.

  • Customisable reports: Brand outputs with your logo and tailor content for each client.

Marketing

  • Proven marketing manual, templates, and resources to promote your advisory services.

  • Step-by-step sales guides to confidently present, price, and deliver new offerings.

Resources

  • Extensive online library of webinars, training, and practical resources.

Training

  • 5 hours of onboarding training via Zoom to ensure your team is confident from day one.

Why Accountants Choose TaxFitness

  • Generate new revenue: Double your advisory fees without adding new clients.

  • Enhance client relationships: Move beyond compliance to deliver proactive, strategic advice.

  • Improve client outcomes: Save clients tax, boost business performance, and protect wealth.

  • Increase efficiency: Reports produced in minutes, saving hours of manual work.

  • Stay ahead of the curve: Adopt AI-driven tools and structured frameworks that keep your firm competitive.

  • Transform into a trusted advisor: Position your practice as the go-to source for tax planning and business improvement.

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.

Pricing plans

This app includes a free 14 day trial

*All prices are exclusive of tax

TaxFitness Plan Pricing

AUD 200.00 per month
14-day free trial
  • Client import from Xero
  • Unlimited users
  • Unlimted clients
  • Unlimited reports
  • Access to over 200 tax strategies
Pricing is provided by app partners. Pricing is correct at time of publishing.

Getting started

3 easy steps

  1. Sign up for a 14-day free trial
  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
8 Reviews

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Most recent reviews

EC
Eva Chan
Posted 15 Sep 2025
5 out of 5 stars
I’ve been using TaxFitness, and it’s been amazing! It makes tax planning so easy. One of my favourite features is how it syncs with Xero to pull client data directly—it saves me so much time. The software’s database is incredibly useful, especially the various types of structures accompanied by detailed diagrams. They make explaining complex structures to clients much easier and help clients understand everything better. On top of all that, it’s much more affordable than other tax planning software I’ve tried. It offers incredible value for the price. Highly recommended for professionals looking for affordable and efficient tax planning tools!

Response from Tax Fitness

Thank you for your feedback — it’s fantastic to hear how TaxFitness is making tax planning easier and more valuable in your practice. The ability to sync directly with Xero, save time, and produce clear, client-friendly diagrams has always been a key focus for us. We want accountants to have the confidence to explain complex structures simply, and for clients to truly understand the strategies being put in place. I’m also pleased you’ve found the pricing and value to be strong. Our goal has always been to deliver enterprise-level tax planning tools at a cost that makes sense for every practice. We appreciate your recommendation and look forward to continuing to support you in building stronger client relationships through clear, actionable advice. — Darren Gleeson, CEO, TaxFitness
HS
HAKAN SELVI
Posted 15 Sep 2025
5 out of 5 stars

Tax Planning Software

We have been using TaxFitness in our practice for the past couple of years, and it has become an invaluable tool for both us and our clients. The ability to connect directly with Xero for instant reports makes the process seamless and efficient, saving us time and providing up-to-date insights with just a few clicks. The software makes tax planning and structuring simple and effective, allowing us to quickly generate professional reports that clients can easily understand and act on. It has streamlined the way we deliver tax planning strategies and added real value to our client meetings. Overall, TaxFitness has been a great asset to our firm, and we highly recommend it to any practice looking to strengthen their tax planning and advisory services while making the most of their Xero data.

Response from Tax Fitness

Thank you for sharing your experience. It’s fantastic to hear how seamlessly TaxFitness has integrated into your practice and the impact it’s having on both your efficiency and client meetings. Our goal has always been to make tax planning and structuring simple, effective, and scalable — so accountants can focus on delivering value rather than wrestling with data. Your feedback reinforces the importance of direct Xero integration and client-ready reports, and we’re excited to keep building on these strengths. We truly appreciate your recommendation and look forward to continuing to support your practice as you grow your advisory services. — Darren Gleeson, CEO, TaxFitness
ML
Mui Ling Lim
Posted 14 Sep 2025
5 out of 5 stars
Using TaxFitness, we prepared a tax planning report that generated $100,000 in tax savings for a client over three years and restructured their entities to protect assets. We charged $11,000 for the report — the client saw it as exceptional value given the return and peace of mind. This app makes it easy to deliver high-impact advice that clients are willing to pay for.

Response from Tax Fitness

Thank you for sharing this success story. This is exactly why we built TaxFitness — to give accountants the tools, frameworks, and confidence to move beyond compliance and deliver advice that creates measurable results for clients. An $11,000 tax planning report that delivers $100,000 in tax savings and protects client assets is the perfect example of advisory done right. It’s about value, not hours — and when clients see the numbers, they lean in. We’re proud to support firms like yours in transforming client outcomes while building scalable, profitable advisory divisions. This is the future of accounting: data-driven, strategy-focused, and centred on helping clients achieve their goals. — Darren Gleeson, CEO, TaxFitness
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Additional info

Shared data

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

Functions

Accountant tools

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

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14 day free trial available

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