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Taxhance
Tax document collection on autopilot for CPA firms
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. CPAs create client binders and invite clients who upload documents through the portal where AI identifies the document type automatically.
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What does Taxhance help with?
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 for clients to upload tax documents
- AI-powered document organization that identifies document types automatically
- Automated email reminders for missing documents
- Custom checklists and binders per client
Pricing: $39/month annual. 21-day free trial, no credit card required.
Demo video: https://www.youtube.com/watch?v=NYdCf3dI_2A
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