Software for tax professionals, in English and Spanish. Tax software and e-file launching for the 2027 season.
W-2s, 1099s and IDs arrive by WhatsApp, text and email. Private AI reads each one into the right client file, and every client hears back in English or Spanish before they call to ask.
Tax software launching for the 2027 season: the 1040 will be built on the form and e-filed by XyloDocs, which is accepted by the IRS as both Software Developer and Transmitter. That makes one place for the federal 1040, with no second tax program and no third-party transmitter.
Running in production at Alianza Tax, a 1,000+ client bilingual practice in Colorado.
Illustration: a client sends a photo of a W-2 over WhatsApp in Spanish, private AI reads it into her 2026 file next to the firm's Form 1040, 1041 and 1065 paperwork, and she gets a reply in Spanish saying only the 1099-INT is still missing.
Sample client file with made-up details. Today XyloDocs organizes the documents and the conversation and your tax software files the return; for the 2027 season the 1040 will be built and e-filed here too.
It answers every call in English or Spanish, books appointments into your calendar, texts the confirmation, and leaves your team a short summary of each call, even after hours.
XyloDocs is software for tax professionals — an AI client communication platform for tax firms, CPAs, and tax preparers. It automates bilingual (English/Spanish) phone calls and SMS, proactive tax-status updates, and multi-channel document intake over WhatsApp, SMS, and email, with a tax client portal and tax document management so teams spend less time on admin and more time on billable work. The communication platform is available now on its own. XyloDocs is an IRS Authorized e-file Provider, accepted by the IRS as both Software Developer and Transmitter (EFIN and ETINs issued); its own tax software with direct 1040 e-filing, plus Colorado (state approval pending), is launching for the 2027 season — not available yet.
Compare options: Best bilingual client communication for tax firms · Best professional tax software 2026
Two pieces, one platform
Real-time client communication and document intake — WhatsApp, SMS, email, and bilingual AI phone calls. This is the core product: firms run it today, on its own, with no tax software required.
Direct 1040 e-filing for residents of the nine states with no tax on wage income, plus Colorado (state approval pending), built on top of the communication platform, with XyloDocs as both the software developer and the transmitter. Not available yet — what a firm collects there today carries over when it launches.
Status: Federal 1040 e-file: IRS testing complete, approval pending. Colorado: LOI under review. Business returns: in testing.
For Colorado firms, optional tax software rides on top of the communication platform you run all year. You pay the season fee up front. At 100 funded refund transfers — not returns filed — the full fee is refunded, so it nets to zero. Not a discount. Not free. Not available today.
· Talk to us — CRM is live today; tax software switches on for 2027.
Same product either way — these pages just skip the parts that do not apply to you.
XyloDocs auto-translates every voice call, SMS, and WhatsApp message in real-time. No bilingual staff required. No language barriers. Ever.
Answers your office line automatically in English or Spanish, books appointments, and saves every call for your team in English.
Incoming and outgoing texts auto-translate so both sides read in their own language — individual or bulk.
Keep your existing number — we migrate history so nothing is lost converting to Business. Same seamless translation, including bulk messages.
No configuration needed. The system detects language automatically and translates in real-time.
Stop hiring for language.
Start automating it.
A monolingual English-speaking preparer can now serve Spanish-speaking clients with zero language barrier. Expand your addressable market overnight.
See all featuresHire bilingual staff ($$$) or lose Spanish-speaking clients
Auto-translates everything. Every client. Every channel. Automatically.
Alianza Tax runs more than 1,000 bilingual clients. Before XyloDocs, roughly 20 hours a week disappeared into two things: telling clients where their return stood, and chasing the documents that had not arrived yet.
Clients now get status updates automatically, in English or Spanish, before they think to call. The AI voice agent answers the ones who still prefer to phone.
Clients send photos over WhatsApp or text. XyloDocs reads them, files them to the right client and tax year, and keeps a running list of what is still missing.
Every message, update, and call runs in the client’s language automatically. Write once in English; the client reads it in Spanish and replies in Spanish.
Your practice is not Alianza. The calculator uses your client count, your staff, and your hourly rate, and every assumption behind it is visible and editable.
"We were losing about 20 hours a week to status calls and chasing documents. That work is largely automated now, and my clients hear from us in the language they actually speak."
Sergio is also a co-founder of XyloDocs. Alianza Tax is his practice, and it is where the product was built and first run in production.
Core capabilities, how firms onboard, and the security posture we maintain for client data.
Everything you need to manage documents securely and efficiently
30+ time-saving features designed to help you scale your practice
Clients email documents to unique addresses, auto-uploaded to vault. Zero training required.
Auto-detect expiration dates, send reminders 90/60/30/7 days before. Never miss a renewal.
AI automatically organizes documents using Private API. Zero manual sorting required.
SMS, WhatsApp, Voice, and Email from one platform. Reach clients on their preferred channel.
Extract structured data, anomaly detection, missing document alerts. OCR++ technology.
Auto-check retention policies, deadline tracking, regulation changes. Stay compliant automatically.
Three simple steps to transform your practice
Upload from any device with bank-grade encryption protecting every file.
AI categorizes documents and automates repetitive workflows automatically.
Share securely with clients and team members through integrated communication.
Our systems are designed in alignment with industry-leading security standards
GDPR
Aligned
AES-256
Aligned
Export for Drake or Export for Intuit (Lacerte, ProConnect, ProSeries) so you can file any state with your existing software, sync billing with QuickBooks and Stripe, and connect your full accounting stack.
Tax Preparation
One-click Export for Drake — client + tax-year documents ready to attach in Drake
Tax Preparation
Export for Intuit — year-scoped document package for Lacerte preparers
Tax Preparation
Export for Intuit — organize docs in XyloDocs, prepare returns in ProConnect
Accounting
Sync invoices, payments, and financial data automatically
Payment Processing
Accept payments and track transactions seamlessly
Invoicing
Generate and manage invoices with automatic sync
Payment Processing
Process payments and sync transaction records
Payment Processing
Accept payments and manage billing records
Need a custom integration? Our API makes it easy to connect any tax prep, accounting, or payment platform.
Request IntegrationStay updated with the latest tips, best practices, and insights for tax professionals
An AI receptionist answers your office line in English or Spanish, books appointments, takes messages and gives return status after an identity check. What it does, and the lines it never crosses.
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Tax season calls come in while your staff are with clients. This plan covers after-hours answering, messages that say why someone called, transfers that do not dead-end, and a morning call list.
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The first call about an IRS letter decides how much time you have to respond. What to capture (the notice number, the date, what it says), why it is urgent, and what a phone agent must not say.
Read moreXyloDocs is software for tax professionals. Today it is the AI client communication platform for tax firms and CPAs: bilingual (English/Spanish) phone calls and SMS, proactive tax-status updates, and multi-channel document intake (WhatsApp, SMS, email) read by private AI into a tax client portal. For the 2027 season it adds its own tax software with direct IRS e-file; XyloDocs is accepted by the IRS as both Software Developer and Transmitter.
Yes. XyloDocs auto-translates voice calls, SMS, and WhatsApp messages between English and Spanish so monolingual preparers can serve Spanish-speaking clients without hiring dedicated bilingual staff for every conversation.
The communication platform is $49/month (dashboard, one number, unlimited free client accounts, storage, and CRM), plus $9/month per additional team seat. SMS, WhatsApp, and AI calling are metered usage drawn from a prepaid balance, so you only pay for what you use. Optional tax software launches for the 2027 season and is not available today. See the pricing page for current usage rates.
Not today. The AI client communication platform is a complete product on its own. Optional tax software is an add-on launching for the 2027 season. You pay the season fee up front ($799 Individual / 1040 or $1,099 Individual + Business); at 100 funded refund transfers — not returns filed — the full fee is refunded, so it nets to zero. It is not free. If a firm falls short, they keep professional tax software at a fair price. Business returns launching after IRS testing completes (pending, 2027).
Today, yes. The communication platform organizes the documents and the conversation and hands a clean package to Drake, Lacerte or ProConnect, which prepare and transmit the return, so you can file any state with your existing software. For the 2027 season XyloDocs adds its own tax software and e-file: XyloDocs is accepted by the IRS as both Software Developer and Transmitter, so a federal 1040 will need no second tax program and no third-party transmitter. Business and multi-state returns stay on your current engine for now.
XyloDocs is software for tax professionals, but it is not a tax engine today. Tax preparers, EAs, and CPAs use it as the AI client communication layer — calling, SMS, WhatsApp, a tax client portal, and tax document management — alongside Drake, Lacerte, ProConnect, or another engine. Its own tax software, with XyloDocs as both software developer and transmitter, launches for the 2027 season.
Firms use XyloDocs to reclaim hours spent on status calls, document chase, and language barriers. Alianza Tax, a 1,000+ client bilingual practice, previously spent roughly 20 hours a week on status calls and chasing documents; individual practices can estimate their own savings on the ROI calculator.
Get your documents, your client calls, and your tax season under one roof