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Your clients already live in a portal. ProConnect shouldn't start with a messy email thread. Collect in XyloDocs, Export for Intuit, prepare in ProConnect Tax Online.
One document layer for three tax engines: Export for Drake, Export for Intuit (Lacerte / ProConnect / ProSeries). Collect, organize by tax year, download, prepare.
Stop emailing PDFs into Lacerte. Organize client documents in XyloDocs by tax year, then Export for Intuit — one package for complex, high-volume returns.
Drake prepares the return. XyloDocs gets the documents ready for Drake. Collect via SMS, WhatsApp, or portal — then Export for Drake in one click.
Email remains one of the most common ways tax professionals exchange sensitive client data—but it's fundamentally insecure. This guide explains the security gaps in standard email, the regulatory risks for CPAs, and best practices for protecting confidential tax information.
AI voice agents answer status calls, collect documents, and work in English or Spanish — on the $49/month platform, with AI calls at $0.15/minute from a prepaid balance. Here is how it works.
TaxDome is practice management; XyloDocs is AI communication. See where each wins, pricing side-by-side, and why many firms run both.
UI translation is not conversation translation. Compare bilingual tax software on voice, SMS, and WhatsApp auto-translation — and what only XyloDocs does natively today.
Tax firms burn 10+ hours a week on status calls. Proactive SMS and WhatsApp updates close the information gap — Alianza Tax cut inbound calls by 50% and saved 50+ hours a week.