Stopchasingclientsfor
missingdocuments
Automated reminders collect tax documents from your clients through a secure portal. AI classifies everything instantly. You get your tax season back.
for a 200-return firm
Document collection is consuming your tax season
Every February, the same routine: sending reminders, following up on missing W-2s, tracking down 1099s, and staying late to organize what finally arrives. Here is what that actually costs your firm.
per client collecting documents
Industry average for document follow-up
follow-up emails per client
Sent every tax season chasing missing docs
lost annually
For a 200-return firm on document collection
in staff time chasing documents
Average annual cost at $25/hr billing rate
What if your documents collected themselves?
From first invite to complete binder
Four steps. Fully automated. Documents collect themselves while you focus on the work that requires your expertise.
Taxhance
Handles Everything
Personalized Client Portal
CLEAR EXPECTATIONS
Each client sees exactly which documents they need to submit. No confusion, no back-and-forth emails about what is still missing.
Taxhance
Handles Everything
Personalized Client Portal
CLEAR EXPECTATIONS
Each client sees exactly which documents they need to submit. No confusion, no back-and-forth emails about what is still missing.
Watch how Taxhance works
Two minutes. From client invite to a fully organized, tax-ready document binder.
Everything your firm needs to eliminate document chaos
From automated collection to AI classification, every feature is designed to give you back the hours you currently spend chasing documents.
AI Classification
Upload a stack of mixed documents. Taxhance identifies W-2s, 1099s, receipts, and 25+ other tax document types automatically.
Client Portals
Each client gets a personalized portal showing exactly which documents they need to submit. Clear, simple, no confusion.
Real-time Chat
Communicate directly with clients within the platform. No more endless email threads or lost attachments.
Compliance Calendar
Every deadline tracked automatically. Clients with missing documents get reminders before due dates, not after.
Teams & Groups
Organize clients into groups and assign team members. Everyone sees exactly what they need to work on.
Auto-reminders
Your clients get reminded. You do not have to chase. Smart reminders go out until every missing document arrives.
Calculate your document collection costs
Adjust the sliders to match your firm's numbers and see how much document collection is really costing you.
Adjust Your Numbers
* Based on CPA industry research on average time spent collecting and organizing client tax documents
Your Annual Cost
Start your 21-day free trial and see how much time Taxhance saves your firm
Your data security is our top priority
Our AI tools ensure your data remains private and are not used for model training
Taxhance is actively pursuing SOC 2 Type 1 certification, ensuring security controls meet the standards CPA firms expect.
Pursuing SOC 2 Type 1 certification
Simple, transparent pricing
Start with a free trial. No credit card required.
Free Trial
Try all features free for 21 days
- All features included
- Up to 150 binders
- 30 GB storage
- Up to 2 team members
- AI document classification
- Client portal & chat
- Auto reminders
Additional Team Member
Add more team members to your Professional plan. Each additional member includes 150 GB of extra storage.
per member, billed annually
Need additional storage? Contact us for custom storage plans.
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Ready to reclaim your tax season?
Start your 21-day free trial today. No credit card required. Or reach out — we are happy to answer questions.