Overview

About Taxhance

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.

At a glance

Software information

Industries served, licensing and the support Taxhance provides.

Industries

Accounting
Banking
Financial-services

Licensing

Proprietary
Monthly Payment
Annual Subscription
Free trial

Support

Email
Live Chat

Training

Documentation

Languages (1)

English

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Capabilities

Taxhance features

The full feature set, grouped by module.

Accounting Software

Billing & Invoicing
Financial Reporting
Tax Management
AI Features

Artificial Intelligence Software

Natural Language Processing
Machine Learning
Predictive Analytics
Workflow Automation

Document Management Software

Collaboration Tools
Document Indexing
Document Sharing
Document Storage
Optical Character Recognition
Version Control
AI Features

Accounting Practice Management Software

Client Management
Client Portal
Document Management
Due Date Tracking
Staff Management
Task Management
Workflow Management
AI Features

Plans

Taxhance pricing

Free Version

No

Payment Frequency

Monthly Payment, Annual Subscription

Preferred Currency

USD ($)

Free Trial

15 Days

$39/month billed annually. 21-day free trial, no credit card required. Pricing scales with active client binders.

Get Free Trial Vendor pricing page

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