# Taxhance

> Tax document collection on autopilot for CPAs

- Canonical listing: https://agencysource.com/agencies/taxhance
- Categories: [AI & LLM Development](https://agencysource.com/categories/ai-development), [Accounting & Finance](https://agencysource.com/categories/accounting-finance)
- Services: Accounting
- Hourly rate: 2 - 9
- Minimum project: $1,000+
- Founded: 2026
- Website: https://taxhance.com
- Listing: Not yet claimed
- Agency Source rating: no Agency Source reviews yet

## About

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.

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Source: Agency Source, https://agencysource.com/agencies/taxhance. Ratings and reviews come only from reviews submitted and moderated on Agency Source; agencies cannot pay for rank.