Tax document collection on autopilot. Secure client portal, AI-powered document organization, and automated reminders built for CPA firms.
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Founded year:
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2025
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Country:
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United States of America
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Funding rounds:
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Not set
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Total funding amount:
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Not set
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Description
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.