About Taxhance

Our Mission

Eliminate the document chaos that consumes CPA firms every tax season. We believe tax professionals should spend their time on high-value advisory work, not chasing missing W-2s and 1099s through endless email threads.

The Problem

Every tax season, CPA firms face the same exhausting cycle. Each client engagement starts with a document request, then follow-up emails, phone calls, and manual tracking to figure out what has arrived, what is missing, and what needs clarification.

On average, firms spend 90+ minutes per client chasing down documents. For a firm with 200 clients, that adds up to over 300 hours per season wasted on administrative follow-up . Those hours could be spent on tax planning, advisory services, or simply going home at a reasonable hour during busy season.

Our Solution

Taxhance is an AI-powered document collection platform purpose-built for CPA firms. When a client uploads a document, our AI automatically classifies it, identifying 25+ tax document types including W-2s, 1099 variants (INT, DIV, NEC, MISC, B, R, S, K), K-1s, 1098s, SSA-1099s, and more.

Automated reminders follow up with clients who have outstanding documents, and a real-time dashboard gives your team instant visibility into every client's document status. No more spreadsheets. No more manual tracking. No more chasing.

Why We Built This

We built Taxhance because we lived the problem. We watched talented tax professionals buried under piles of disorganized documents every January through April, spending more time on logistics than on the work they trained for. We saw firms using five different tools (email, Dropbox, spreadsheets, sticky notes, and sheer memory) to manage a process that should be seamless.

There had to be a better way. So we built one: a single platform where clients can upload their documents from any device, AI handles the classification instantly, and the firm always knows exactly where things stand.

Our Approach to AI

Taxhance uses artificial intelligence to classify tax documents the moment they are uploaded. Our AI models are designed with privacy as a foundational principle:

• Documents are classified on upload. No batch processing or delayed review.
• Your data is never used for model training. All AI processing is ephemeral. Documents are analyzed, classified, and the processing context is discarded.
• AI assists your team. It does not replace professional judgment. Every classification can be reviewed and adjusted by your staff.

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