Clarity Street
  • Home
    • About Us
    • About Our Clients
  • Work with Us
    • Our App Stack
    • Project95
    • Done With You
    • Clarity Campus
  • Book A Meeting
    • Get in touch
  • Partners
    • Business Improvement / Coaching
    • IT
    • Outsourcing
    • Xero Specialists
  • Resources
    • Guides & Tools
    • Blog
    • Webinars
    • Speed Dating with Clarity
    • FOMO Friday
  • Login
    • Clarity Campus

Tax Planning: From Excel to AI

29/5/2025

 
Picture
You’ve heard the question many times: “How can I save tax?” 

It sounds simple, but your answer defines your value. If you're fumbling through spreadsheets, manually tweaking assumptions, or delaying a response until “later,” you’re not just losing time - you’re losing trust, opportunity, and revenue. 

Tax planning isn't optional anymore. It’s a core advisory service that smart firms are using to strengthen client relationships and grow profit. 
Why Tax Planning Is No Longer a “Nice to Have” 

Compliance work is being commoditised. Your clients still need it, but they don’t value it the way they used to. What they want now is advice - strategic, proactive, and specific to their situation. 

Tax planning sits at the centre of that shift. It’s the bridge between technical expertise and business impact. When done well, it positions your firm as a long-term partner, not just a reporting service. 

But here’s the problem: most firms still manage tax planning in Excel, or they keep it locked in the heads of senior staff. That limits scale, creates bottlenecks, and makes it difficult for the broader team to contribute. 

That’s why TaxFitness was built. 

What TaxFitness Delivers 

TaxFitness gives you a structured, scalable way to deliver meaningful tax advice - quickly, confidently, and with the whole team involved. 

  • 300+ tax strategies, built in 
    Their AI reviews the client data and selects the most appropriate options in seconds. 
  • Tax chatbot powered by AI 
    Ask complex questions, get accurate answers, and make faster decisions. 
  • Data import from Xero 
    With MYOB and QuickBooks integration coming by 30 June 2025. 
  • Clear, client-ready reports 
    Show how much tax can be saved and what actions to take - written in plain English. 
  • Unlimited users, clients, and reports 
    One flat annual fee: $1,200 + GST. No per-user pricing, no feature gating. 
 
The Real Benefit: Confidence and Capacity 

One firm generated $60,000 in new advisory revenue in just 12 months using TaxFitness. But more importantly, it allowed them to confidently offer tax planning as a structured service - not a last-minute extra. 

Nicole Neck, an accountant using the platform, put it best: 

“TaxFitness 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.” 

This is the shift firms need to make. From ad hoc advice to scalable advisory. From relying on partners to empowering the whole team. From reactive questions to proactive revenue. 
 
Try It Free. Clarity Street Clients Get $200 Off. 

You can try TaxFitness free for 30 days. There’s no lock-in, no obligation, just a chance to see what’s possible when your firm has the right tools. 

Clarity Street clients also receive $200 off - until 30 June 2025. Use code CS100 at checkout. 
 
Explore more at www.taxfitness.com.au 

Book a demo and see how firms like yours are systemising tax planning - and turning it into a major growth lever. 

© Clarity Street 2025

Comments are closed.

    Author

    Clarity Street was conceived from years of engaging with Accounting firms on a daily basis and a constant desire to make Accounting firms & SME’s more efficient and profitable. 

    The observations and opinions in the articles written here, aim to challenge, inspire and provoke change into making your business better!  

    Archives

    May 2025
    April 2025
    January 2025
    December 2024
    November 2024
    October 2024
    September 2024
    July 2024
    May 2024
    April 2024
    March 2024
    November 2023
    October 2023
    September 2023
    August 2023
    July 2023
    June 2023
    May 2023
    April 2023
    March 2023
    February 2023
    January 2023
    December 2022
    November 2022
    October 2022
    September 2022
    August 2022
    July 2022
    June 2022
    May 2022
    April 2022
    February 2022
    January 2022
    December 2021
    November 2021
    October 2021
    September 2021
    August 2021
    July 2021
    June 2021
    April 2021
    March 2021
    February 2021
    January 2021
    December 2020
    November 2020
    October 2020
    September 2020
    July 2020
    June 2020
    May 2020
    April 2020
    March 2020
    February 2020
    January 2020
    November 2019
    September 2019
    July 2019
    June 2019
    May 2019
    April 2019
    March 2019
    February 2019
    January 2019
    December 2018
    November 2018
    October 2018
    September 2018
    August 2018
    January 2018


    RSS Feed

Picture
Subscribe to our newsletter here
                                                                   Book a time with us
privacy policy

Website by addonsite
  • Home
    • About Us
    • About Our Clients
  • Work with Us
    • Our App Stack
    • Project95
    • Done With You
    • Clarity Campus
  • Book A Meeting
    • Get in touch
  • Partners
    • Business Improvement / Coaching
    • IT
    • Outsourcing
    • Xero Specialists
  • Resources
    • Guides & Tools
    • Blog
    • Webinars
    • Speed Dating with Clarity
    • FOMO Friday
  • Login
    • Clarity Campus