Use Case

How Solo CPA Practitioners Save 300+ Hours Per Tax Season

You built your practice to do meaningful tax work, not to spend your evenings chasing missing documents. Taxhance automates the busywork so you can focus on your clients.

Why is document collection so painful for solo practitioners?

You are the admin, accountant, and IT department

Solo practitioners wear every hat. Document collection, client follow-up, filing, billing, and troubleshooting all fall on one person. Every hour spent chasing a missing W-2 is an hour not spent on billable work.

Clients expect instant responsiveness

Your clients compare you to larger firms with dedicated staff. They expect quick turnaround, proactive updates, and a polished client experience. Delivering that alone, without automation, means working nights and weekends.

The math does not work at scale

At 90 minutes per client for document collection alone, a solo practitioner with 150 clients spends 225 hours per season on admin tasks. That is nearly 6 full work weeks of unpaid labor during the busiest time of year.

What does document collection cost a solo practitioner?

Consider a typical solo CPA with 150 tax clients. At an industry-average 90 minutes per client for document collection and follow-up:

225

hours per season on document admin

$5,625

cost at $25/hr staff equivalent

$468

Taxhance annual cost ($39/mo)

That is a 12x return on investment before accounting for the additional clients you can take on when document collection stops consuming your calendar.

How does Taxhance help solo practitioners specifically?

AI classifies every document automatically

Clients upload documents and Taxhance AI identifies 25+ document types instantly. No more opening PDFs one by one to figure out if it is a W-2 or a 1099-INT.

Automated reminders do the follow-up for you

Set your reminder cadence once. Taxhance automatically follows up with clients who have outstanding documents. You stop being the person sending "friendly reminder" emails at 10pm.

A client portal that looks professional

Give your clients a secure, branded portal to upload documents and communicate with you. No more emailing sensitive tax documents back and forth.

Real-time dashboard shows every client status

See at a glance which clients are complete, which have outstanding documents, and who needs a nudge. No spreadsheets, no manual tracking.

What does a typical day look like with Taxhance?

8:00 AM

Open your dashboard. See that 12 clients uploaded documents overnight. AI has already classified everything.

8:15 AM

Review the 3 flagged items that need your attention. One client uploaded a bank statement instead of a 1099-INT. Send a quick message through the portal.

8:30 AM

Taxhance sends automated reminders to 28 clients with outstanding documents. You did not write a single email.

9:00 AM

Start working on returns. All documents for your first 5 clients are organized and ready.

5:30 PM

Check your dashboard one more time. 8 more clients responded to reminders and uploaded their documents. Go home.

What does Taxhance cost for a solo practitioner?

The $39/month plan (billed annually) was designed specifically for solo use. It includes everything you need: AI document classification, client portal, in-app chat, automated reminders, compliance calendar, and team role-based access control.

If you prefer month-to-month billing, the cost is $49/month. Both options include a 21-day free trial with no credit card required.

There are no per-client fees, no document limits, and no hidden charges. If you later hire staff, additional team members are $25/month each (annual) or $30/month each (monthly).

Frequently Asked Questions

How much does Taxhance cost for a solo practitioner?
Taxhance starts at $39/month billed annually ($49/month if billed monthly). This includes AI document classification, client portal, automated reminders, compliance calendar, and unlimited clients. No additional per-user fees for a single seat. Every plan includes a 21-day free trial with no credit card required.
Can I handle 200+ clients as a solo CPA with Taxhance?
Yes. Taxhance is designed to scale with your client volume. Solo practitioners using the platform routinely manage 100-300 clients per tax season. AI classification and automated reminders eliminate the manual follow-up that typically limits how many clients a solo practitioner can serve.
How does the AI document classification work?
When a client uploads a document through the client portal, Taxhance AI automatically identifies the document type from 25+ categories including W-2s, all 1099 variants (INT, DIV, NEC, MISC, B, R, S, K), K-1s, 1098s, SSA-1099s, and more. No manual sorting required.
Do my clients need to install anything?
No. Clients access the Taxhance portal through a web browser. They receive an email or chat link, click through, and upload their documents. No app installs, no account creation friction.
Does Taxhance replace my tax preparation software?
No. Taxhance handles the document collection, classification, and client communication phase of tax preparation. It complements your existing tax prep software (UltraTax, Lacerte, Drake, ProConnect, etc.) by ensuring all documents are collected and organized before you begin the return.
How long does it take to set up Taxhance?
Most solo practitioners are fully set up within an hour. Import your client list, customize your document checklist template, and send your first batch of portal invitations. No complex integrations or IT support needed.

Ready to reclaim your tax season?

Start your 21-day free trial. No credit card required. Set up in under an hour.

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