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TaxPlan
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Make advisory
profitable with TaxPlan.
Receive 50% OFF your Engage subscription when combined with any other app
Pre-written strategies
are just the beginning.Advice is golden
Over 90 pre-written strategies make advising easy, and unlimited scenarios make quantifying advice value easy.
Monetise your reports
Cash flow and tax flow reports to monetise your insights, income-splitting, distribution & other reports on tap.
Automation is awesome
Create groups by exporting XPM relationships, automatically project tax payments over 12 months.
-
TaxPlan Features
- Standardised tax planning template
- Advanced distribution planning tool
- Unlimited scenario comparisons
- Tax Plan workbook calculation report
- 5 x advanced SMSF strategies
- Scenario comparison report
- Integration with XPM and Xero Tax
- Tax planning marketing system
- Advanced SMSF strategy options
- 17 x information-only pieces of advice
- Annual budget and stimulus updates
- Client advice sign off forms
- Professional cover letter
"TaxPlan Pro is so profitable for us that
I would pay $990 per month for it alone". Mark FisherBalance Accounting
-
Pre-written strategies
are just the beginning.Advice is golden
Over 90 pre-written strategies make advising easy, and unlimited scenarios make quantifying advice value easy.
Monetise your reports
Cash flow and tax flow reports to monetise your insights, income-splitting, distribution & other reports on tap.
Automation is awesome
Create groups by exporting XPM relationships, automatically project tax payments over 12 months.
Advanced client reports
Automate advice with a professional plain language report on unlimited scenarios and calculations.
Tax flow reports
Standalone professional tax reports automatically project tax over 12 months to kickstart your advisory cashflow.
Show strategy savings
Quickly show your clients comparisons of each strategy recommended—and the tax saving difference of each one.
-
TaxPlan Features
- Standardised tax planning template
- Advanced distribution planning tool
- Unlimited scenario comparisons
- Tax Plan workbook calculation report
- 5 x advanced SMSF strategies
- Scenario comparison report
- Integration with XPM and Xero Tax
- Tax planning marketing system
- Advanced SMSF strategy options
- 17 x information-only pieces of advice
- Annual budget and stimulus updates
- Client advice sign off forms
- Professional cover letter
-
- Scenario Comparison report
- Tax Flow report (coming soon)
- Full Client report with
- Detailed strategy descriptions
- Advice only strategies
- 26 year-end action items
"TaxPlan Pro is so profitable for us that
I would pay $990 per month for it alone". Mark FisherBalance Accounting
-
Pre-written strategies
are just the beginning.Advice is golden
Over 90 pre-written strategies make advising easy, and unlimited scenarios make quantifying advice value easy.
Monetise your reports
Cash flow and tax flow reports to monetise your insights, income-splitting, distribution & other reports on tap.
Automation is awesome
Create groups by exporting XPM relationships, automatically project tax payments over 12 months.
Advanced client reports
Automate advice with a professional plain language report on unlimited scenarios and calculations.
Tax flow reports
Standalone professional tax reports automatically project tax over 12 months to kickstart your advisory cashflow.
Show strategy savings
Quickly show your clients comparisons of each strategy recommended—and the tax saving difference of each one.
Customised support
Build the support that most makes sense across your organisation so that standardisation is easy.
Inhouse training
There's no point having the fastest plane if no-one can fly it—so we train where and when your staff most need it.
Features on demand
Get a direct inside line on the next generation of features with a prioritised channel for feature requests.
-
TaxPlan Features
- Standardised tax planning template
- Advanced distribution planning tool
- Unlimited scenario comparisons
- Tax Plan workbook calculation report
- 5 x advanced SMSF strategies
- Scenario comparison report
- Integration with XPM and Xero Tax
- Tax planning marketing system
- Advanced SMSF strategy options
- 17 x information-only pieces of advice
- Annual budget and stimulus updates
- Client advice sign off forms
- Professional cover letter
-
- Scenario Comparison report
- Tax Flow report (coming soon)
- Full Client report with
- Detailed strategy descriptions
- Advice only strategies
- 26 year-end action items
"It's now mandatory for all our teams to use GPS". Dena BallantyneHansens
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