About XyloDocs — Built to Cut Tax Practice Busywork
Tax professionals don't get into this business to chase documents at 10pm. Or play phone tag about appointments. Or answer the same client questions 47 times.
But that's where most of you spend 35% of your week.
We built XyloDocs to fix that.
Where XyloDocs comes from
The Problem We're Solving
Here's what we kept hearing from tax pros:
"I spend 12+ hours/week just organizing client documents"
"My team answers the same questions over and over via email, text, WhatsApp, phone..."
"I'm afraid to switch software because I'll lose my data or get locked in with crazy price increases"
"Setup fees are $10K+ and take months. By then, tax season is over."
Sound familiar?
Why We Built XyloDocs
Our founder spent 8 years as a tax consultant before building XyloDocs. Every tax season, the same nightmare:
- •Clients emailing documents at 11pm (to personal email)
- •Chasing missing W-2s via text, email, WhatsApp
- •Manually categorizing hundreds of PDFs
- •Security anxiety about client data everywhere
- •Staff spending billable hours on admin work
One night at 2am, organizing documents for an extension deadline, our founder thought:"There has to be a better way. Why doesn't AI do this?"
So we built it.
What Makes Us Different
You Own Your Data. Actually.
Export everything, anytime. No proprietary formats. No "migration fees." No vendor lock-in.
We mean it.
Fair Pricing, Forever
Lock in your rate when you sign up—it never increases. Early customers from 2024 still pay their original rate while new customers pay more.
That's fair.
Real Results
Our customers save 12.5 hours per person per week. That's not a marketing claim—it's measured across document handling, scheduling, and client communication.
Proven savings.
Built for Tax Season
We understand your workflow. Heavy usage Jan-April, quiet May-December. Our pricing reflects that reality.
Setup in days, not months.
Impact So Far
Since launch:
Our Values (And What They Actually Mean)
Solve Real Problems
We don't add features because they're trendy. We add them because tax pros asked for them. Every feature solves a specific pain point.
Transparent Pricing
No surprise bills. No price increases for existing customers. No hidden fees. We publish our pricing publicly and stick to it.
No Lock-In
Your data is yours. Leave anytime, export everything. We earn your business every month by being useful, not by trapping you.
Fast Setup
Setup in days, not months. No $10K implementation fees. We respect that you're busy, especially during tax season.
The Team
Built by Professionals, For Professionals
We combine deep expertise in professional services with world-class software engineering. We understand your challenges because we lived them.
We know tax season panic. We've dealt with difficult clients. We've stayed up late organizing documents.
That's why XyloDocs works the way you work.
Customer impact
"Our team of 8 was spending 100+ hours per week on admin work—chasing documents, scheduling appointments, answering repetitive questions. With XyloDocs, we cut that to under 20 hours. That's 80 hours per week we can bill. That's $200K+ annually back in our pocket."
Join Us
We're not trying to be the biggest.
We're trying to be the best tool for tax professionals who want their time back.
Ready to save 12.5 hours per week?