Auto-translating voice, SMS & WhatsApp — English ↔ Spanish

The AI Client Communication Platform for Tax Firms

Software for tax professionals that automates "where's my return?" calls, bilingual client outreach, and document collection — so CPA firms and tax preparers stop drowning in admin and bill more hours.

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Running in production at Alianza Tax, a 1,000+ client bilingual practice

What is XyloDocs?

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 (EFIN issued); optional tax software with direct 1040 and Colorado e-filing 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

Available now

1. Communication 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.

  • Documents via WhatsApp, SMS, or email
  • Bilingual AI voice calls, English ↔ Spanish
  • Automated status updates and a client portal
See communication features
Launching 2027

2. Tax software

Direct 1040 and Colorado e-filing, built on top of the communication platform. Not available yet — what a firm collects there today carries over when it launches.

  • Requires the communication platform
  • Pay the season fee up front
  • Nets to zero at 100 funded refund transfers
See the tax software plan
Launching for the 2027 season

Tax software for CPA firms that pays for itself

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.

  • Individual / 1040$799/season
  • Individual + Business$1,099/season
See how it worksView pricing

· Talk to us — CRM is live today; tax software switches on for 2027.

Which one sounds like you?

Same product either way — these pages just skip the parts that do not apply to you.

Industry First

Your Clients Speak Their Language. Your Team Speaks Theirs.

XyloDocs auto-translates every voice call, SMS, and WhatsApp message in real-time. No bilingual staff required. No language barriers. Ever.

Voice Calls

AI handles calls in English or Spanish — translating live, mid-conversation. Transcripts in both languages.

SMS

Incoming and outgoing texts auto-translate so both sides read in their own language — individual or bulk.

WhatsApp

Keep your existing number — we migrate history so nothing is lost converting to Business. Same seamless translation, including bulk messages.

Zero Setup

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 features
BEFORE

Hire bilingual staff ($$$) or lose Spanish-speaking clients

AFTER — WITH XYLODOCS

Auto-translates everything. Every client. Every channel. Automatically.

Where the time actually goes

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.

“Where’s my return?”

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.

Chasing documents

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.

Saying it twice

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.

Run the numbers for your practice

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.

From the practice this was built in

"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."
~20
hours/week on calls & document chase
1,000+
active clients
EN/ES
client languages handled
Sergio Ponce Veliz
IRS Certifying Acceptance Agent · Founder, Alianza Tax

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.

Platform overview

Core capabilities, how firms onboard, and the security posture we maintain for client data.

Powerful Features for Modern Professionals

Everything you need to manage documents securely and efficiently

30+ time-saving features designed to help you scale your practice

Email-to-Upload

Clients email documents to unique addresses, auto-uploaded to vault. Zero training required.

Document Expiration Alerts

Auto-detect expiration dates, send reminders 90/60/30/7 days before. Never miss a renewal.

Smart Auto-Categorization

AI automatically organizes documents using Private API. Zero manual sorting required.

Multi-Channel Communication

SMS, WhatsApp, Voice, and Email from one platform. Reach clients on their preferred channel.

Document Intelligence

Extract structured data, anomaly detection, missing document alerts. OCR++ technology.

Compliance Monitoring

Auto-check retention policies, deadline tracking, regulation changes. Stay compliant automatically.

See All Features

How It Works

Three simple steps to transform your practice

1

Upload Documents Securely

Upload from any device with bank-grade encryption protecting every file.

2

Organize & Automate

AI categorizes documents and automates repetitive workflows automatically.

3

Collaborate Seamlessly

Share securely with clients and team members through integrated communication.

Security & Standards

Our systems are designed in alignment with industry-leading security standards

GDPR

Aligned

AES-256

Aligned

Tax Prep, Billing & Accounting Integrations

Export for Drake or Export for Intuit (Lacerte, ProConnect, ProSeries), sync billing with QuickBooks and Stripe, and connect your full accounting stack.

Drake Software

Tax Preparation

One-click Export for Drake — client + tax-year documents ready to attach in Drake

Intuit Lacerte

Tax Preparation

Export for Intuit — year-scoped document package for Lacerte preparers

ProConnect Tax

Tax Preparation

Export for Intuit — organize docs in XyloDocs, prepare returns in ProConnect

QuickBooks

Accounting

Sync invoices, payments, and financial data automatically

Stripe

Payment Processing

Accept payments and track transactions seamlessly

Zoho Invoices

Invoicing

Generate and manage invoices with automatic sync

Square

Payment Processing

Process payments and sync transaction records

PayPal

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 Integration

Latest Articles & Insights

Stay updated with the latest tips, best practices, and insights for tax professionals

Featured image for tax blog article: IRS AI Guidelines for Tax Professionals: Five Duties Firms Still Miss
Oct 6, 2026

IRS AI Guidelines for Tax Professionals: Five Duties Firms Still Miss

On June 24, 2026, the IRS Office of Professional Responsibility told tax practitioners how to use AI. Alert 2026-19, Introductory Guidelines for Responsible AI Use in Federal Tax Practice, applies existing Circular 230 duties to generative tools: verify every fact, citation, and calculation; bill for the work actually done; keep taxpayer data on secure, firm-approved systems; and write the procedure down. A chatbot does not carry those duties for you.

Read more
Featured image for tax blog article: TIGTA IRS Cybersecurity Report 2026: What It Means for CPAs
Oct 6, 2026

TIGTA IRS Cybersecurity Report 2026: What It Means for CPAs

On September 15, 2026, the Treasury Inspector General for Tax Administration rated the IRS cybersecurity program not effective for fiscal year 2026. Report 2026-200-053 says three of six functions fell short: Identify, Protect, and Detect. Govern, Respond, and Recover were rated effective. The finding is an audit of the IRS under the Federal Information Security Modernization Act. It does not create a new rule for CPA firms. The taxpayer data on your own systems is still your responsibility, under the safeguarding duties you already have.

Read more
Featured image for tax blog article: COSO's Generative AI Framework: A Mid-2026 Guide for CPA Firms
Oct 6, 2026

COSO's Generative AI Framework: A Mid-2026 Guide for CPA Firms

COSO did not publish a new control framework in February 2026. Achieving Effective Internal Control Over Generative AI takes the five components and 17 principles of the 2013 Internal Control — Integrated Framework and shows how they apply when a firm uses generative AI. The practical move for the rest of 2026 is an inventory of those uses, a risk note on each one that touches client data, and a named owner. The publication does not set a compliance date.

Read more
View All Articles

Frequently asked questions

What is XyloDocs?

XyloDocs is software for tax professionals — an AI client communication platform for tax firms and CPAs. It automates bilingual (English/Spanish) phone calls and SMS, proactive tax-status updates, and multi-channel document intake (WhatsApp, SMS, email) with a tax client portal.

Does XyloDocs translate English and Spanish in real time?

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.

How much does XyloDocs cost?

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.

Does XyloDocs include tax software?

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.

Is XyloDocs tax software for tax preparers and CPA firms?

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. Optional tax software launches for the 2027 season.

How much time can a firm save with XyloDocs?

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.

Ready to Transform Your Practice?

Get your documents, your client calls, and your tax season under one roof

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