Taxhance

Taxhance is a revolutionary tax document collection software specifically designed for CPA firms, aiming to streamline the taxing process of document collection during tax season. By replacing the tedious manual process of chasing clients for missing documents, Taxhance offers a secure client portal where clients can easily upload their tax documents. The software utilizes advanced AI technology to automatically organize and classify submitted documents, significantly reducing the time CPAs spend on document management. With features like automated email reminders, customizable document checklists, and client binders, Taxhance empowers CPAs to reclaim their time and focus on providing expert financial advice. This software is not just about efficiency; it delivers an average annual savings of $7,032 for a firm handling 200 returns. With a user-friendly interface and a 21-day free trial, Taxhance is the perfect solution for CPA firms looking to enhance their workflow and improve client satisfaction.

Personalized Client Portal

Taxhance provides each client with a personalized portal that clearly outlines the specific documents they need to submit. This eliminates confusion and reduces the back-and-forth emails that often plague the document collection process. Clients can easily see what is required, leading to a more streamlined experience.

AI Classification

With Taxhance, you can upload a diverse stack of documents, and the AI will automatically identify various document types such as W-2s, 1099s, and receipts among over 25 tax document types. This instant sorting capability saves vast amounts of time for CPAs who would otherwise spend hours organizing documents manually.

Automated Reminders

One of the standout features of Taxhance is its automated reminder system. Clients receive smart reminders for any missing documents, ensuring that CPAs do not have to waste time chasing clients. These reminders are sent out until every required document has been uploaded, making the process seamless and efficient.

Real-time Chat

Taxhance facilitates direct communication between CPAs and clients through its integrated real-time chat feature. This allows for quick inquiries and clarifications without the hassle of email threads, ensuring that both parties stay informed and on the same page throughout the tax collection process.

CPA Document Management

CPAs can utilize Taxhance to manage their document collection process efficiently. By setting up client portals and automated reminders, they can focus on analyzing financial data rather than tracking down missing documents. This results in a more organized workflow and improved productivity.

Enhanced Client Experience

With the personalized client portal, clients benefit from clarity regarding what documents they need to submit. This enhanced experience can boost client satisfaction, as clients appreciate having a structured way to manage their tax documents without confusion.

Time Savings for Tax Season

Taxhance significantly reduces the time CPAs spend collecting documents. By automating reminders and using AI classification, firms can save up to 90 minutes per client during tax season. This time saved can be redirected to more critical tasks, like advising clients on tax strategies.

Increased Firm Revenue

By streamlining the document collection process and reducing the number of hours spent on administrative tasks, CPA firms can increase their overall revenue. The average savings of $7,032 for a firm handling 200 returns demonstrates how Taxhance can have a positive impact on a firm’s bottom line.

How does Taxhance ensure data security?

Taxhance prioritizes data security with enterprise-grade access controls, multi-factor authentication, and secure infrastructure powered by Supabase Cloud Services. This ensures that your sensitive tax documents are protected against unauthorized access and potential threats.

Can I customize the document checklist for my clients?

Yes, Taxhance allows CPAs to configure custom document checklists for each client. This personalization ensures that clients know exactly what is required from them, streamlining the document collection process.

Is there a trial period for Taxhance?

Taxhance offers a 21-day free trial, allowing CPA firms to explore its features and see firsthand how it can improve their document collection process before committing to a subscription.

What types of documents can Taxhance classify?

Taxhance can automatically classify over 25 different types of tax documents, including W-2s, 1099s, and receipts. This capability ensures that document organization is seamless and accurate, saving time for CPAs.