Tax planning and business advisory (+ benchmarking) software, marketing, resources and training courses for accountants. Create professional tax planning and business advisory reports for your clients.
1. Import your clients and client groups from XPM.
2. Import Xero client financials.
Rated
5.0
out of 5Reviewed by
3
Xero usersTry this app
Free trial
availableListed for
2 years
September 2022Overview
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 courses 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.
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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
- 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.
Reviews & ratings
3 Reviews
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Phuong Dang
Posted 31 Jul 2023
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
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
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
Shared data
Xero
Tax Fitness
Accountsshared from Xero to Tax Fitness
Usersshared from Xero to Tax Fitness
Functions
Accountant toolsPractice managerIndustries
AccountingApp details
By Tax Fitness
Added in 2022Countries
AustraliaLanguages
EnglishSupport
Setup walkthroughContact supportinfo@taxfitness.com.auContact
(08) 9337 4464Follow
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