What is Taxhance?
Taxhance helps CPA firms collect and organize tax documents without the usual back-and-forth. It sends automated reminders to clients, gives each client a secure personalized portal, and uses AI to classify uploaded documents into the right tax-ready binder. The platform is built to reduce the time firms spend chasing missing W-2s, 1099s, receipts, and other tax files. It also includes real-time chat, a compliance calendar, team management, and integration options for common tax workflows. The goal is simple: save staff time, cut document chaos, and make tax season smoother for everyone.
Key features
- Automated reminders keep clients moving until documents arrive.
- Secure client portals show exactly which files are missing.
- AI sorts W-2s, 1099s, receipts, and more automatically.
- Real-time chat reduces endless email threads and lost attachments.
- Compliance calendar tracks deadlines and missing document follow-ups.
- Team tools help firms organize clients and assign work.
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