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Get a custom proposalTax document collection on autopilot for CPAs
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.
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Min project size
$1,000+
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Hourly rate
< $25 / hr
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Employees
2 - 9
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Year founded
Founded 2026
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