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Tax Fitness

By Tax Fitness
5 out of 5 stars
 9 reviews
Free 14 day trial available
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Tax planning and Top 20% benchmarking software for accounting practices. Turn compliance meetings into paid advisory.
Rated
5.0
out of 5
Reviewed by
9
Xero users
Try this app
Free 14 day
trial available
Listed for
3 years
September 2022

Overview

Turn compliance into paid advisory

TaxFitness helps accounting firms expand services, grow advisory revenue, and deliver more value to clients without adding complexity or unpaid work.

It provides a complete advisory system that integrates tax planning, Top 20% business benchmarking, and business advisory into everyday practice.

⭐ 5.0 out of 5 rating Reviewed by Xero users Listed since September 2022 🆓 14-day free trial

What TaxFitness Does

Most firms have the insight. What they lack is a simple, repeatable way to turn it into paid advisory.

TaxFitness gives you the systems, reports, and frameworks to deliver advisory on purpose, not as an afterthought.

Key benefits

  • Generate new advisory revenue from existing clients
  • Produce professional advisory reports in minutes
  • Move beyond compliance to proactive advice
  • Strengthen client relationships and retention
  • Deliver measurable outcomes clients understand and value

Core features

Advisory reports: Tax planning, benchmarking, and business advisory, client-ready in minutes

Tax planning engine: Identify relevant Australian tax strategies quickly and confidently

Strategy libraries:

  • 250+ Australian tax strategies
  • 350+ business advisory strategies
  • 400+ Top 20% industry benchmarks

Customisable reports: Fully branded and tailored per client

Training & support

  • 5 hours of structured onboarding training via Zoom
  • Access to webinars, guides, and practical resources

Pricing

  • Annual subscription: $1,320 (incl. GST)
  • Unlimited users, clients, and reports included.

Who it's for

Accounting practices ready to turn compliance work into structured, profitable advisory.

Tax Fitness
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Tax Fitness + Xero

  • Seamless integration with Xero, MYOB, and QuickBooks
  • Import client groups and financial data
  • Eliminate manual data entry and double handling

TaxFitness integrates directly with Xero to streamline tax planning by importing live client financial data, profit & loss, balance sheets, and entity structures directly from Xero.

This integration eliminates manual data entry, allowing accountants to generate professional tax planning, top 20% business benchmarking and business advisory reports.

Seamless Data Import:

Users can securely link client files from Xero and import data, removing the need for manual exporting and reformatting.

Practice Management Integration:

The connection allows for syncing client lists from Xero Practice Manager (XPM), TaxFitness User Manual notes. Usage for Advisory: The imported data is immediately used for tax planning strategies, benchmarking (top 20% business), and business valuations.

Setup Process:

Users can connect Xero to TaxFitness by signing up, navigating to "My Clients," and selecting the "Sync Xero Clients" button, Tax Fitness Xero Integration Reviews & Features notes.

Multi-Entity Handling:

The system supports importing data for complex structures.

Access Control:

Strategies added are only visible to the user's specific practice.

This integration enables accountants to proactively offer tax planning and advisory services rather than just focusing on compliance.

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
9 Reviews

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Most recent reviews

RF
RECHELLE FARAON
Posted
5 out of 5 stars

Makes tax planning so much easier and applicable to any business

Tax Fitness connects perfectly with Xero and helps me understand my business tax position in simple terms. It’s easy to use, insightful, and great for staying on top of tax-saving ideas. Recommended not just for tax professionals but also for small business owners and accountants at the same time I reckon. It’s intuitive, saves time, and adds real value to advisory work applying into anyone's business whatever maybe.
EC
Eva Chan
Posted
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
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
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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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