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!

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.

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.

“From $3k compliance to $48k advisory — TaxFitness transformed my firm.” Two years ago, we were doing basic compliance for a building industry client — $12m in revenue, but only $300k in profit for two working directors. They knew something was wrong, but without the right data, the conversation wasn’t moving forward. Once we implemented TaxFitness and its Top 20% Business Benchmarking System, everything changed. The first review revealed subcontractor costs at 70% of revenue — nearly double the Top 20% benchmark of 40%. For the first time, the client could see exactly where they were bleeding money. With quarterly benchmarking reviews, supported by clear action plans, the results spoke for themselves: Profit grew from $300k to $756k in 12 months. After 24 months, profit reached nearly $2m. The directors shifted from working in the business to leading strategic growth. For my practice, the relationship grew from a $3k compliance client into a $48k advisory client. Today, they pay $4,000/month for benchmarking and strategy — and call it the best investment they’ve ever made. TaxFitness has given me the tools to prove value, charge for advice with confidence, and deliver measurable results that clients are willing — even eager — to pay for.

Have been using Tax Fitness for about 2 months now and it has been exactly what I needed to structure my tax planning services and confidently provide a valuable offering to my clients, which has led to an increase in revenue. Excellent customer service and the support from Darren (through the premium offering) has been invaluable.

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.