Taxhance
Tax document collection on autopilot for CPA firms
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.
2026
United States
- Accounting
- Banking
- Financial-services
- English
Industries
-
Accounting
-
Banking
-
Financial-services
Licensing & Deployment
-
Proprietary
-
Cloud Hosted
Support
-
Email
-
Chat
-
WeekdaysSupport Days
- Monday
- Tuesday
- Wednesday
- Thursday
- Friday
Support Time- 09:00 to 17:00 (PST)
Training
-
Documentation
Media
Taxhance Core Features
Focus of Accounting Feature
- Billing & Invoicing
- Financial Reporting
- Tax Management
- AI Features
Taxhance Pricing
Pricing Type
-
Flat Rate
Preferred Currency
-
USD ($)
Free Version
-
No
Free Trial
-
15 Days Trial
Payment Frequency
-
Monthly Payment
-
Annual Subscription
Pricing Description
$39/month billed annually. 21-day free trial, no credit card required. Pricing scales with active client binders.
