Saving Alianza Tax 50+ hours every week
Automate "where's my return?" calls, bilingual client outreach, and document collection — so your team stops drowning in admin and bills more hours. Built to align with IRS Publication 1075 safeguards. Built for CPA firms.
30+ time-saving features designed to help you scale your practice
Trusted by Colorado tax firms
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—with IRS Publication 1075–aligned security—so teams spend less time on admin and more time on billable work.
Compare options: XyloDocs vs TaxDome · Best bilingual client communication for tax firms
XyloDocs auto-translates every voice call, SMS, and WhatsApp message in real-time. No bilingual staff required. No language barriers. Ever.
AI handles calls in English or Spanish — translating live, mid-conversation. Transcripts in both languages.
Incoming and outgoing texts auto-translate so both sides read in their own language — individual or bulk.
Same seamless translation across WhatsApp — including bulk messages to hundreds of clients at once.
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 featuresHire bilingual staff ($$$) or lose Spanish-speaking clients
Auto-translates everything. Every client. Every channel. Automatically.
Every feature is designed to give you time back
Handles support calls automatically
Clients book their own appointments
Smart reminders and follow-ups
No more email/WhatsApp chasing
No printing or scanning needed
Self-service reduces questions
Real-time English ↔ Spanish across voice, SMS & WhatsApp
See what happens when you stop doing things manually
See your personalized time & cost savings
"Our team saves 50+ hours every week with automation. We've eliminated all the back-and-forth emails, phone tag, and manual data entry. It's been a game-changer for our practice."
Core capabilities, how firms onboard, and the security posture we maintain for client data.
Everything you need to manage documents securely and efficiently
30+ time-saving features designed to help you scale your practice
Clients email documents to unique addresses, auto-uploaded to vault. Zero training required.
Auto-detect expiration dates, send reminders 90/60/30/7 days before. Never miss a renewal.
AI automatically organizes documents using Private API. Zero manual sorting required.
SMS, WhatsApp, Voice, and Email from one platform. Reach clients on their preferred channel.
Extract structured data, anomaly detection, missing document alerts. OCR++ technology.
Auto-check retention policies, deadline tracking, regulation changes. Stay compliant automatically.
Three simple steps to transform your practice
Upload from any device with bank-grade encryption protecting every file.
AI categorizes documents and automates repetitive workflows automatically.
Share securely with clients and team members through integrated communication.
Our systems are designed in alignment with industry-leading security standards
IRS Pub 1075 Aligned
Aligned
GDPR
Aligned
AES-256
Aligned
Export for Drake or Export for Intuit (Lacerte, ProConnect, ProSeries), sync billing with QuickBooks and Stripe, and connect your full accounting stack.
Tax Preparation
One-click Export for Drake — client + tax-year documents ready to attach in Drake
Tax Preparation
Export for Intuit — year-scoped document package for Lacerte preparers
Tax Preparation
Export for Intuit — organize docs in XyloDocs, prepare returns in ProConnect
Accounting
Sync invoices, payments, and financial data automatically
Payment Processing
Accept payments and track transactions seamlessly
Invoicing
Generate and manage invoices with automatic sync
Payment Processing
Process payments and sync transaction records
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 IntegrationStay updated with the latest tips, best practices, and insights for tax professionals
One document layer for three tax engines: Export for Drake, Export for Intuit (Lacerte / ProConnect / ProSeries). Collect, organize by tax year, download, prepare.
Read moreYour 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.
Read moreStop emailing PDFs into Lacerte. Organize client documents in XyloDocs by tax year, then Export for Intuit — one package for complex, high-volume returns.
Read moreXyloDocs 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) with IRS Publication 1075–aligned security controls.
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.
XyloDocs is built to align with IRS Publication 1075 safeguards for tax professionals, including encryption, OTP-based access, secure upload links, and a complete audit trail for sensitive taxpayer documents. We do not claim a completed IRS 1075 assessment unless one is published.
Pricing is per agent. Master Agent seats start at $99/month (or $79/month equivalent when billed yearly) with included usage; Additional Agents are $9/month. See the pricing page for usage pools and Power Packs.
Firms use XyloDocs to reclaim hours spent on status calls, document chase, and language barriers. Alianza Tax reports saving 50+ hours every week with automation; individual practices can model savings on the ROI calculator.
Join Colorado tax firms already saving 12.5 hours per person every week