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, configure document checklists, and send portal invitations. Clients upload their tax documents through the portal. AI identifies document types (W-2, 1099, K-1, 1098, etc.) and updates the checklist automatically.
Key features:
- Secure client portal (SOC 2-grade)
- AI classification of 25+ tax document types
- Automated email reminders for missing docs
- Real-time chat between CPA and client
- Reusable checklist templates
- Team collaboration with role-based permissions
Pricing: $39/month annual, 21-day free trial, no credit card required.
