Taxhance – AI-powered tax document collection and management for CPAs

Summary: Taxhance streamlines tax document collection for CPA firms by automating reminders, generating smart checklists from prior returns, and integrating client emails directly into a centralized portal. It reduces manual follow-ups and prevents lost documents, improving efficiency during tax season.

What it does

Taxhance auto-generates document checklists from previous tax returns, provides clients a portal to upload files, and routes client emails directly into the firm’s document binder to avoid lost or overlooked submissions.

Who it's for

CPA firms, especially those handling US cross-border tax work, seeking to reduce time spent chasing client documents and organizing submissions.

Why it matters

It solves the problem of manual document tracking and lost client files, enabling tax teams to focus on filing rather than chasing paperwork.