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Tax document collection on autopilot. Secure client portal, AI-powered document organization, and automated reminders built for CPA firms.

Founded year: 2025
Country: United States of America
Funding rounds: Not set
Total funding amount: Not set

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.

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