Taxhance

Tax document collection on autopilot for CPAs

AI & LLM Development

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About Taxhance

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.

Services

Capabilities listed on this profile.

Accounting

Pricing

Self-reported by the listing.

Min. project

$1,000+

Team & locations

Location not listed2 - 9 employeesFounded 2026

Questions & answers

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