Taxhance - Tax doc collection on autopilot
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 and AI identifies document types and updates the checklist automatically. Features include secure client portal, AI document classification, automated reminders, team collaboration, email templates, and real-time document tracking. Built for modern CPA firms who want to save hours per client during tax season. Pricing starts at $39/month with a 21-day free trial, no credit card required.