Taxhance
Tax document collection on autopilot for CPA firms — secure client portal, AI document organization, and automated reminders.
About Taxhance
Comprehensive overview of features and capabilities
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 and updates the checklist automatically. $39/mo annual plan with a 21-day free trial. Founded 2026 in Delaware, USA.
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https://taxhance.com