Tax planning and top 20% benchmarking software for accounting practices

Turn compliance meetings into paid advisory

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See how it works

Five minutes to insight. Twelve months of advisory

Built specifically for accounting practices.

Advisory shouldn’t be accidental

Most accounting firms want to deliver

Proper tax planning
Meaningful benchmarking
Ongoing advisory relationships

But in reality, advisory breaks down because

Client data lives in too many systems
Prep time is unpaid, so it gets delayed
Advice depends on memory, experience, or “spare time”
Partners carry the load instead of the system

That’s not a tax problem.
It’s a system problem.

TaxFitness was built to fix that.

Advisory, delivered on purpose

TaxFitness is not another calculator, report, or bolt-on tool.

It’s a connected advisory system that allows your firm to:

Run advisory inside real client meetings
Deliver it consistently across the firm
Generate advisory fees without extra hours
Stop relying on goodwill, memory, or manual prep

How it works in practice

Import

Pull client financials directly from Xero, MYOB or QuickBooks. No spreadsheets, no double handling.
Analyse

Benchmark performance, identify tax planning opportunities, and assess advisory gaps using built-in tools and strategies.
Advise

Run advisory inside the meeting.
Five minutes to insight. Twelve months of structured advisory.
No unpaid prep. No follow-up chaos.

One system, everything connected

TaxFitness brings together what firms normally try to manage separately:

Live data from Xero, MYOB and QuickBooks
Built-in tax planning and advisory strategies
Top 20% business benchmarks across hundreds of industries
Training, resources and marketing support for your team

So advisory becomes repeatable, not optional.

What you can deliver

Tax planning

Structured tax planning delivered earlier, explained clearly, and charged for with confidence.

Top 20% business benchmarking

Compare clients to the top performers, not industry averages and translate gaps into real dollar opportunities.

Business advisory

Turn insight into structured, repeatable advisory conversations your whole team can run.

This is advisory that fits inside the work you already do.

We’ve done the hard work so you don’t have to

TaxFitness includes:

200+ tax strategies

400+ top 20% business benchmarks

The strategies are updated regularly so your advice stays current and relevant.

400+ business valuation benchmarks

350+ business advisory strategies

      EXCELLENT  
   Based on 13 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Nicole Neck 
 
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
      Posted on Google  
   
   Megwyn Faraon 
 
 
 
 Trustindex verifies that the original source of the review is Google. TaxFitness is an excellent starting point for all new and seasoned professionals in the field, a must-have. I am nearly finished with the self-paced course, am highly satisfied with all the basics and strategies it taught me. It has all the checklists and tools that helped me streamline our practice management and upsell to clients with their marketing advices, more than such a complement to our practice growth.
  
 
      Posted on Google  
   
   Nishi Gupta 
 
 
 
 Trustindex verifies that the original source of the review is Google. Tax fitness is an excellent software and has helped me to save taxes substantially for my clients -both individual and specially for business clients. Apart for tax planning for business clients this software has helped me to do business benchmarking and business advisory based on the actual reports thus improving the cash flow for the business clients and consequently improving wealth generation. I am highly impressed with the software and recommend it for all who have a large base of business clients.
  
 
      Posted on Google  
   
   Petronella Kruger 
 
 
 
 Trustindex verifies that the original source of the review is Google. This program allows me to create additional income.  I add my customers' income, expenses, assets, and liabilities by hand or import from Xero.  I then choose strategies to suit my client’s situations and concerns. From there, I hit “Create a Report,” and, there I have it: a chargeable, professional-looking report showing my practice details. Various training materials and resources are available. Darren is always there to explain the strategies and give us ideas on selling the services and charging the correct fee.  This software provides various tax planning strategies, business advisory, and business bench marketing strategies.  I can show my clients how to protect their family assets and generate wealth.  I can give my business clients a bench marketing report showing them what their competition does differently or better than they do. I usually spend hours finding industry average ratios to summarize and measure a company's financial performance. Now, it is as easy as choosing the right industry in the Tax Fitness Bench marketing report option. I highly recommend Tax Fitness.
  
 
      Posted on Google  
   
   Eva Chan 
 
 
 
 Trustindex verifies that the original source of the review is Google. 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!
  
 
      Posted on Google  
   
   X Zhang 
 
 
 
 Trustindex verifies that the original source of the review is Google. Highly recommend. Using the software I have generated over 40,000 dollars from one client by providing benchmarking and CFO services
  
 
      Posted on Google  
   
   KYLE FANG 
 
 
 
 Trustindex verifies that the original source of the review is Google. As an accounting practice, we provide tax advice quite often. Yet, tax can be quite comprehensive and hard for clients to remember our discussion and implementation. With the help of TaxFitness, it streamlined our tax planning process, allowing us to present detailed tax planning reports and projections. This has also helped to build trust and strengthen client relationships. We highly recommend this software!
  
 
      Posted on Google  
   
   maaz1983 
 
 
 
 Trustindex verifies that the original source of the review is Google. Excellent database and software to provide tax planning for businesses from various industries. I have used it multiple times for my practice to provide tax planning for my clients and have been able to assist the clients by saving them taxes as well as generating additional revenue. Highly recommended for accountants and tax planners!
  
 
      Posted on Google  
   
   Negar Khashaman 
 
 
 
 Trustindex verifies that the original source of the review is Google. Great and user-friendly software for tax planning. I highly recommend TaxFitness to tax agents and accountants.
  
 
      Posted on Google  
   
   Nishan au 
 
 
 
 Trustindex verifies that the original source of the review is Google. Like in the supply of any service,  in providing tax services the aim is to provide the best possible product to the client.  In order to do so we need to use every possible resource at our disposal.  To me tax fitness has been that partner that provides me the necessary tools that I need to go the extra mile for my clients.  To me being able to provide services such as tax planning to my business clients have been invaluable and this product has been there for me every step of the way making something complex easy to provide in a very orderly fashion.  Highly recommend this to practitioners.
  
 
  
  
 
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Tax planning and top 20% benchmarking software for accounting practices

Turn compliance meetings into paid advisory

Five minutes to insight. Twelve months of advisory

Built specifically for accounting practices.

Advisory shouldn’t be accidental

Most accounting firms want to deliver

But in reality, advisory breaks down because

Advisory, delivered on purpose

How it works in practice

Import

Analyse

Advise

One system, everything connected

What you can deliver

We’ve done the hard work so you don’t have to

TaxFitness includes:

200+ tax strategies

400+ top 20% business benchmarks

400+ business valuation benchmarks

350+ business advisory strategies

TaxFitness members - trusted by 1000+ accountants

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