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Tax Fitness

By Tax Fitness
5 out of 5 stars
Free trial available
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Create professional tax planning and business advisory reports for your clients with our unique tax planning and business advisory software for accountants. - Import your clients and client groups from XPM. - Import Xero client financials.
Rated
5.0
out of 5
Reviewed by
3
Xero users
Try this app
Free trial
available
Listed for
1 year
September 2022

Overview

Over 200 tax planning and business advisory strategies for accountants, formulated into professional reports.

If you offer tax planning or business advisory services for your clients, it's time to evolve beyond the spreadsheet and automate your process with professional software.

TaxFitness will help you increase existing fees from your business clients annually and give you a competitive advantage over other accountants.

Tax Fitness
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Tax Fitness + Xero

The TaxFitness app allows you to:

Import and sync your Xero clients and client groups with TaxFitness. Information such as entity/business type, client names, and emails can be synced to TaxFitness to save time and effort. Any changes you make to clients in Xero will flow through to TaxFitness the next time you sync.

Import client financials from Xero and use the data to create in-depth tax planning reports for your clients.

Reviews & ratings

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 Fitness

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 Fitness

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 Fitness

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

Functions

Accountant toolsPractice manager

Industries

Accounting

App details

By Tax Fitness
Added in 2022

Try Tax Fitness for free

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.