Tax firm solutions · Colorado focus
XyloDocs helps Colorado CPAs centralize sensitive tax documents with encryption, access controls, OTP, and audit logging aligned with IRS Publication 1075—so compliance diligence does not mean a filing cabinet or shared-drive free-for-all during busy season.
Firms serving complex clients need more than a shared drive. XyloDocs centralizes sensitive tax documents with encryption, access controls, and audit logging—so your Colorado practice can demonstrate diligence without slowing down season.
Collect W-2s, 1099s, K-1s, and engagement letters through a branded portal. Versioning and retention policies reduce “which PDF is final?” moments that create risk during an exam. Clients upload once; your team sees status without hunting email attachments.
TLS in transit, encryption at rest, two-factor authentication, and detailed activity logs help you answer security questionnaires from high-net-worth and business clients—without building it yourself. Pair secure exchange with AI client communication when status calls and bilingual outreach also consume staff time.
Whether you practice in Denver, Boulder, or along the Front Range, examiners and enterprise clients increasingly ask how taxpayer data is protected. Document your controls with a portal built for tax workflows—not consumer file-sharing tools never designed for Pub 1075 expectations.
We defaulted the team size to 3 for a typical small CPA team—adjust staff to match your firm. The first person is included in the $49/mo platform; additional seats are $9/mo. Numbers are illustrative; we will validate assumptions on a short call.
Estimated subscription
$67/mo
Usage (SMS, WhatsApp, AI calling) is billed separately from a prepaid balance ($50 minimum). Move the staff slider below to change additional seats.
Adjust the sliders to estimate the labor cost of manual admin work for your team. Net savings subtract your estimated subscription: $49/mo platform + 2 additional seats × $9/mo (usage billed separately from prepaid balance).
First person is included in the $49/mo platform. 2 additional seats at $9/mo.
We have results from one practice, not an industry average, so these start conservative. Change them to match what you see in your own office — every figure below updates from what you set here.
These are the pieces of that weekly admin load the platform handles for you.
6 hrs/week × 60% × 3 people. Change either assumption above and this moves.
After estimated subscription: $49/mo platform + 2 additional seats × $9/mo. Usage billed separately from prepaid.
Every figure here comes from the numbers and assumptions you set above, not from measured results across customers. We have one practice in production, and we would rather show you its math than an industry average nobody can source.
Tax firms run hot January–April. Model seats and prepaid usage on the pricing page, then contact us if you need a custom arrangement for your practice.
It means the product is designed with controls tax professionals expect under Pub 1075 guidance—encryption, access control, OTP-protected uploads, and audit trails—not that it replaces your firm’s written information security program.
Yes. Clients use secure upload links and a branded portal so W-2s, 1099s, and K-1s land in one place with logging—not scattered across inboxes.
Activity logs, role-based access, and encryption help you answer how documents are stored and who accessed them. Map your firm policies on top of the platform controls.
Most start on the $49/mo communication platform (unlimited free client accounts) and add $9/mo team seats as they grow, with SMS, WhatsApp, and AI calling metered from a prepaid balance. Use the ROI model on this page, then confirm on the pricing page.
Review current rates on the pricing page, then message us with your firm size—we will map controls to your workflow.
See plans and pricing