TaxFitness

𝗡𝗲𝘄 𝗧𝗮𝘅𝗙𝗶𝘁𝗻𝗲𝘀𝘀 𝘂𝗽𝗴𝗿𝗮𝗱𝗲𝘀 𝗮𝗿𝗲 𝗻𝗼𝘄 𝗹𝗶𝘃𝗲 🔥

We’ve released five new features designed to strengthen privacy, improve client meetings and streamline your tax planning workflow.

𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗖𝗹𝗶𝗲𝗻𝘁 𝗠𝗼𝗱𝗲
Restrict access to selected private clients so other practice staff cannot access or review their data, reports or other confidential information.

𝗔𝗴𝗲𝗻𝗱𝗮 𝗣𝗮𝗴𝗲
Create a clear, professional agenda for each tax planning meeting.

𝗔𝗰𝘁𝗶𝗼𝗻 𝗣𝗮𝗴𝗲
Record the actions agreed with your client, including responsibilities and due dates.

𝗧𝗮𝘅 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲 𝗣𝗮𝗴𝗲
Review and document important tax compliance matters as part of the tax planning process.

𝗧𝗿𝘂𝘀𝘁 𝗗𝗶𝘀𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻 𝗠𝗶𝗻𝘂𝘁𝗲𝘀
Prepare trust distribution minutes directly within TaxFitness, reducing duplication and saving time.

These upgrades are available now and can be used in your next tax planning engagement.

Want to see the new features in action?

Book a complimentary TaxFitness demonstration 👉 https://taxfitness.setmore.com/rf4de996d3dfdbbfd116505e794ed40b62f8fad09/service/sa1ad1571195097204

🚀 𝗘𝘅𝗰𝗶𝘁𝗶𝗻𝗴 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝘂𝗽𝗱𝗮𝘁𝗲𝘀 𝗼𝗻 𝘁𝗵𝗲 𝗵𝗼𝗿𝗶𝘇𝗼𝗻!

We’re committed to making our platform faster, simpler, and more valuable for your real client work. To keep our subscribers in the loop, we’ve just updated our Product Roadmap with some massive upgrades coming in 2027!

𝗛𝗲𝗿𝗲 𝗶𝘀 𝗮 𝘀𝗻𝗲𝗮𝗸 𝗽𝗲𝗲𝗸 𝗮𝘁 𝘄𝗵𝗮𝘁 𝘄𝗲’𝗿𝗲 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗳𝗼𝗿 𝘆𝗼𝘂:

🗓️ 𝗝𝗮𝗻𝘂𝗮𝗿𝘆 𝟭𝟱, 𝟮𝟬𝟮𝟳 | 𝗔𝗱𝘃𝗮𝗻𝗰𝗲𝗱 𝗧𝗮𝘅 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗨𝗽𝗴𝗿𝗮𝗱𝗲𝘀
Get ready for stronger implementation support and compliance-linked reporting! Highlights include auto-optimisation for trusts, a brand new Dividends module, Division 7A calculations, and dedicated Action, Agenda, and Compliance pages.

🗓️ 𝗠𝗮𝗿𝗰𝗵 𝟭𝟱, 𝟮𝟬𝟮𝟳 | 𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺 & 𝗪𝗼𝗿𝗸𝗳𝗹𝗼𝘄 𝗨𝗽𝗴𝗿𝗮𝗱𝗲𝘀
Streamline your day-to-day with a new Practice Opportunities dashboard, automatic monthly financial data imports, XPM group imports, and beautifully restyled reports.

🗓️ 𝗝𝘂𝗹𝘆 𝟯𝟭, 𝟮𝟬𝟮𝟳 | 𝗡𝗲𝘅𝘁-𝗟𝗲𝘃𝗲𝗹 𝗥𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴
Impress your clients with upgraded reports featuring structured diagrams, a new Professional Profits report, Auto PAYG instalments, and a Quarterly Performance dashboard for benchmarking.

We can't wait to share these tools with you! Check out the full details here: https://taxfitness.com.au/product-roadmap/

Huge congratulations to Darren Gleeson and the entire team at TaxFitness for being named Customer and Client of the Year at IntuitiveIT! 🏆

This recognition means a great deal to all of us. At TaxFitness, we are constantly striving to innovate and provide the best possible tools and strategies to help accounting professionals build better, more profitable practices.

A huge thank you to IntuitiveIT for this award and for being such a fantastic technology partner. Reliable partnerships are the backbone of sustainable growth, and your support has been instrumental in helping us deliver on our mission.

We’re excited to keep this momentum going! 🚀

🚀 Latest tax planning and trust upgrades webinar!

We’ve rolled out a series of powerful platform enhancements at TaxFitness designed to streamline your practice workflow, deepen tax strategy options, and give your clients greater insight.

Here’s a snapshot of what’s new:

🔹 Scenario Planning: Compare a base case against up to 5 distinct strategy scenarios.

🔹 AI Strategy Selection: Smarter, AI-driven recommendations tailored for your clients.

🔹 Trust Streaming & Minutes: Simplify trust streaming and save time with auto-generated trust distribution minutes.

🔹 Deeper Tax Calculations: Access detailed calculations directly inside your tax planning reports.

🔹 Flexible & Customisable Layouts: Re-order strategies and structure reports to best present your advice.

Want to see these new features in action and learn how to leverage them for your firm?

📅 Date: Wednesday, 26 August 2026
🕛 Time: 12:00 PM AEST

👉 Register for the live webinar here: https://my.demio.com/ref/kPwNqwQQZaePGzB0

𝗘𝗶𝗴𝗵𝘁 𝗽𝗼𝘀𝘁-𝗯𝘂𝗱𝗴𝗲𝘁 𝘁𝗮𝘅 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 ready to use in our software 😱

Helping your clients navigate the budget just got much easier with TaxFitness 😁

The latest Federal Budget introduced major shifts affecting individuals, businesses, investors, and discretionary trusts. But how do you quickly turn complex policy changes into proactive, high-value advice for your clients?

We’ve done the heavy lifting for you! TaxFitness has officially added 8 brand-new, practical tax-planning strategies to the Tax Strategy Database:

🔹 TS 203 – Review discretionary trusts before the proposed 30% minimum tax

🔹 TS 272 – Access refundable losses for eligible start-ups

🔹 TS 34 – Obtain asset valuations as of 1 July 2027

🔹 TS 578 – Carry back company tax losses

🔹 TS 85 – Capitalise on the permanent $20,000 instant asset write-off

🔹 TS 539 – Compare the $1,000 standard deduction against actual deductions

🔹 TS 80 – Consider negative gearing for new residential & commercial properties

🔹 TS 287 – Review assets ahead of CGT rule changes coming 1 July 2027

✨ 𝗪𝗵𝗮𝘁 𝘁𝗵𝗶𝘀 𝗺𝗲𝗮𝗻𝘀 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗽𝗿𝗮𝗰𝘁𝗶𝗰𝗲:

Each strategy comes complete with clear explanations and step-by-step implementation guidance, helping you spot opportunities and advise clients with confidence. (Note: Proposed measures are clearly identified where subject to final legislation).

Log into the TaxFitness Tax Strategy Database today and start turning tax changes into practical client advice! 📊👇

🔗 https://dashboard.taxfitness.com.au/login

We were absolutely thrilled to have three of our champion subscribers > Eva Chan, Ronel Kruger, and Christine Lane join us for the official book launch party for The Accounting Profit Blueprint 2026! 🎉

Thank you for being there and for your ongoing support!

The Accounting Profit Blueprint 2026 was written for accountants who are tired of being overworked and underpriced. It brings together insights from 9 industry experts (including a must-read 2 chapters by our own Darren Gleeson) to help you move beyond basic compliance, leverage technology, and build a more valuable, scalable firm.

Thank you again to Eva, Ronel, and Christine; it was great to catch up and celebrate with you! 😁

Get your copy here > https://www.amazon.com.au/Accounting-Profit-Blueprint-2026-accounting/dp/1923601385/

📘 𝗪𝗛𝗔𝗧 𝗔 𝗟𝗔𝗨𝗡𝗖𝗛! 𝗧𝗛𝗘 𝗕𝗢𝗢𝗞 𝗜𝗦 𝗢𝗙𝗙𝗜𝗖𝗜𝗔𝗟𝗟𝗬 𝗟𝗜𝗩𝗘 🚀

Yesterday marked the official launch of The Accounting Profit Blueprint 2026, and we are absolutely thrilled by the amazing response! Thank you to everyone who has already grabbed their copy and supported the release.

A massive thank you to TaxFitness, who proudly funded and launched this incredible project. The book brings together 9 industry experts to share their insights, featuring a must-read chapter by TaxFitness's very own Darren Gleeson!

If you missed yesterday's excitement, it’s not too late to get your hands on a copy. Are you tired of working longer hours without seeing your profits grow? The truth is, most accounting practices aren’t underperforming; they’re overworked, underpriced, and structurally misaligned.

It’s time to rethink how you operate and build a more profitable, valuable, and sustainable firm!

𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝗶𝗻𝗴:The Accounting Profit Blueprint 2026: Double Your Accounting Practice Profits Within 12 Months

Get your copy now on Amazon Australia > https://www.amazon.com.au/Accounting-Profit-Blueprint-2026-accounting/dp/1923601385/

With 18 practical chapters, this comprehensive guide is designed to help you:

Improve profitability without adding extra hours

Choose the right clients, services, and pricing models

Move beyond basic compliance into high-value services

Leverage technology and AI effectively

Build a lasting, scalable practice

𝗝𝗼𝗶𝗻 𝗢𝘂𝗿 𝗙𝗿𝗲𝗲 𝟲-𝗣𝗮𝗿𝘁 𝗪𝗲𝗯𝗶𝗻𝗮𝗿 𝗦𝗲𝗿𝗶𝗲𝘀!
To keep the launch celebrations going, we’re hosting an exclusive webinar series featuring the book's contributors!

Webinar 1: Introducing The Accounting Profit Blueprint 2026

When: Monday, 10 August 2026

Time: 12:30 pm AWST | 2:30 pm AEST

Format: 45-min panel discussion + live Q&A

Featuring special guests:

Darren Gleeson (Founder, TaxFitness & Chapter Author)

Paul Dunn (4x TEDx Speaker, Co-founder of B1G1, & Foreword Author)

Monique Parker (Founder of AccountanXy & Co-author)

Register now to secure your spot! > https://my.demio.com/ref/NgR1jkrim04Nz8t1

🚀 𝗢𝗙𝗙𝗜𝗖𝗜𝗔𝗟 𝗕𝗢𝗢𝗞 𝗟𝗔𝗨𝗡𝗖𝗛 𝗗𝗔𝗬! 🚀

Are you tired of working longer hours without seeing your profits grow? The truth is, most accounting practices aren’t underperforming; they’re overworked, underpriced, and structurally misaligned.

It’s time to rethink how you operate and build a more profitable, valuable, and sustainable firm! 📈✨

𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝗶𝗻𝗴:

📘 The Accounting Profit Blueprint 2026: Double Your Accounting Practice Profits Within 12 Months

Get your copy now on Amazon > https://www.amazon.com.au/Accounting-Profit-Blueprint-2026-accounting/dp/1923601385

Published by TaxFitness, this comprehensive guide brings together 9 industry experts and 18 practical chapters to help you:

💡 Improve profitability without adding extra hours

🎯 Choose the right clients, services, and pricing models

🚀 Move beyond basic compliance into high-value services

🤖 Leverage technology and AI effectively

🏗️ Build a lasting, scalable practice

👉 Grab your copy today on Amazon Australia! (Link in comments)

𝗝𝗼𝗶𝗻 𝗢𝘂𝗿 𝗙𝗿𝗲𝗲 𝟲-𝗣𝗮𝗿𝘁 𝗪𝗲𝗯𝗶𝗻𝗮𝗿 𝗦𝗲𝗿𝗶𝗲𝘀!

To celebrate the release, we’re hosting an exclusive webinar series featuring the book's contributors!

Webinar 1: Introducing The Accounting Profit Blueprint 2026

📅 When: Monday, 10 August 2026

⏰ Time: 12:30 pm AWST | 2:30 pm AEST

⏳ Format: 45-min panel discussion + live Q&A

Featuring special guests:

Darren Gleeson (Founder, TaxFitness)

Paul Dunn (4x TEDx Speaker, Co-founder of B1G1, & Foreword Author)

Monique Parker (Founder of AccountanXy & Co-author)

👉 Register now to secure your spot! > https://my.demio.com/ref/NgR1jkrim04Nz8t1