Most firms are generating their first tax planning report within minutes.
Here are the questions we hear most often.
Not at all. ProfitWis is designed to work straight out of the box — no specialist training, no complicated setup, and no prior tax planning software experience required. If you can fill in a few fields, you're already overqualified. Simply enter your client's details and let ProfitWis do the heavy lifting (while you take the credit).
Most reports are generated in under 5 minutes — data entry usually takes around 3–4 minutes, and the report is typically ready within 1 minute after submission. If your Wi-Fi is cooperating, it may arrive even faster.
ProfitWis currently works with Profit & Loss reports exported from Xero and MYOB. Simply export the report as a PDF and upload it directly into ProfitWis. QuickBooks support is currently being tested and will be available soon. If you know how to export a P&L, you already know enough to get started.
Yes — and it stays that way without you lifting a finger. ProfitWis automatically applies the latest ATO rates, thresholds, and legislation updates. When the rules change, we update the platform. You just keep generating reports and impressing clients.
Think of Single Pass as a first date — $79, no strings attached, and a chance to see what ProfitWis can do. A subscription is the long-term relationship: up to 300 reports per month, your firm's branding on every report, plus editing and customisation features. For most firms, that's more reports than they'll ever need. Fair warning — most people don't stop at the first date.
You can — with a Monthly or Annual subscription. Simply add your logo and firm name in your account settings, and ProfitWis will automatically apply them to both the cover and closing pages of your reports. Clients may think you built the whole thing yourself. We won't tell if you won't.
Of course — no lock-ins, no awkward conversations, and no cancellation fees. Monthly subscriptions can be cancelled anytime. Annual subscriptions are billed once per year and can be cancelled anytime before renewal. We'd rather earn your loyalty than trap it.
Generate a compliant tax planning report in under 5 minutes. No training required, no lock-in contracts — just results your clients will notice.