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 for a lot of practices, that is where a sizable share of the week actually goes.
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
XyloDocs was built by a software engineer and a an IRS Certifying Acceptance Agent. The engineering is one side of the table; the tax practice is the other. Every tax season, our co-founder's practice ran into the same wall:
- •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 co-founder asked:"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. If our list price goes up later, yours does not.
That's fair.
Where the Time Goes
At Alianza Tax, roughly 20 hours a week went to status calls and chasing documents before XyloDocs. Your practice is not Alianza—run your own client count and hourly rate through the ROI calculator.
Your inputs, your math.
Built for Tax Season
We understand your workflow. Heavy usage Jan-April, quiet May-December. Our pricing reflects that reality.
Live before tax season.
What We Can Point To
Real numbers from the practice running XyloDocs in production, not industry averages.
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
Live before tax season, with no five-figure implementation fee. We respect that you're busy, especially during tax season.
The Team
An engineer and a Certifying Acceptance Agent
Our founder, Ram Parashar, is a software engineer. Our co-founder, Sergio Ponce Veliz, is an IRS Certifying Acceptance Agent who runs Alianza Tax, his own practice. Neither of us pretends to do the other's job.
Tax season panic, difficult clients, late nights organizing documents—that is the practice side of the table, and it is where every workflow in this product started.
That's why XyloDocs works the way you work.
Customer impact
Alianza Tax runs more than 1,000 bilingual clients through XyloDocs. Before that, roughly 20 hours a week went to status calls and chasing documents that had not arrived yet.
That is our one production customer, named on purpose. Read the full Alianza Tax case study.
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 get those hours back?