Tax document collection on autopilot. Secure client portal, AI-powered document organization, and automated reminders built for CPA firms.
Product screenshot
Overview
What is Taxhance?
Taxhance - Tax Document Collection on Autopilot
Introduction
Taxhance is tax document collection software built for CPA firms. It replaces the manual process of chasing clients for missing documents with a secure client portal, AI-powered document organization, and automated email reminders.
Core Features
- Secure Client Portal: Clients upload their tax documents through a branded, secure portal
- AI-Powered Document Classification: AI identifies document types and updates the checklist automatically
- Automated Email Reminders: Send automated reminders for missing documents
- Document Checklists: Create client binders and configure document checklists
- Team Collaboration: Real-time collaboration features for CPA teams
- Communication Tools: Built-in chat and email templates
Usage
- CPAs create client binders and configure document checklists
- Send portal invitations to clients
- Clients upload their tax documents through the portal
- AI identifies document types and updates the checklist automatically
- Track progress and send automated reminders for missing documents
Price
- $39/month (annual billing)
- 21-day free trial, no credit card required
FAQs
Who is Taxhance for? Taxhance is built for CPA firms, accounting practices, and tax professionals who need to collect documents from clients efficiently.
Is there a free trial? Yes, Taxhance offers a 21-day free trial with no credit card required.
What document types does the AI recognize? The AI can identify W-2s, 1099s, K-1s, and many other common tax document types.
Contact
- Website: https://taxhance.com
- Email: [email protected]
- Demo: https://www.youtube.com/watch?v=NYdCf3dI_2A
Platforms and languages
Taxhance Availability
Platforms
Web
Languages
English
Product video
Taxhance in action
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