Aug 11, 2026
Tax document management software: what to look for in 2026
Tax document management in 2026 means intake, organization, security, tax-engine handoff, and client communication — not storage alone. Here's the checklist.
Read moreCut the busywork out of document intake and client follow-up
Built inside Alianza Tax, a 1,000+ client bilingual practice
The AI Client Communication Platform for Tax Firms
Automate "where's my return?" calls, bilingual client outreach, and document collection — so your team stops drowning in admin and bills more hours. Built for CPA firms.
30+ time-saving features designed to help you scale your practice
Running in production at Alianza Tax, a 1,000+ client bilingual practice
What is XyloDocs?
XyloDocs is 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 over WhatsApp, SMS, and email so teams spend less time on admin and more time on billable work. The communication platform is available now on its own. Optional tax software launches for the 2027 season.
Compare options: XyloDocs vs TaxDome · Best bilingual client communication for tax firms
Launching for the 2027 season
Tax software 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
· 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.
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 featuresBEFORE
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.
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 IntegrationLatest Articles & Insights
Stay updated with the latest tips, best practices, and insights for tax professionals
Aug 11, 2026
Colorado CPA compliance software: what firms need to know
Colorado CPA compliance software should secure taxpayer data and support your WISP — with Pub 1075–aligned controls, not fake “compliant” badges. Here’s how to evaluate vendors.
Read moreAug 11, 2026
Is it safe to email tax documents? (What every taxpayer should know)
No — do not email W-2s or returns as regular attachments. Use a secure upload or portal link from your preparer instead.
Read moreFrequently asked questions
What is XyloDocs?
XyloDocs is 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).
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.
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