Taxhance is tax document collection software built for CPA firms.
Taxhance is tax document collection software built for CPA firms. It replaces the manual, back-and-forth process of chasing clients for paperwork with a secure client portal and automated follow-up, giving accounting teams a single place to gather what they need each tax season. What Taxhance does Provides a secure client portal for collecting tax documents Uses AI to organize submitted documents Sends automated email reminders to clients who haven't submitted their documents Removes the need for manual client chasing during document collection Who it's for Taxhance is built for CPA firms and accounting teams that handle tax document collection from multiple clients. It fits the workflow of firm staff responsible for gathering, tracking, and organizing client paperwork ahead of filing deadlines. By centralizing document intake and automating reminders, Taxhance fits into a CPA firm's existing tax season workflow, reducing the manual coordination work required to keep client submissions on track.
