Compliance without the filing cabinet
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.
Tax firm solutions · Colorado focus
IRS Pub 1075-aligned document workflows for Colorado CPAs
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.
How XyloDocs applies to your firm
Operational security your clients expect
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.
Estimate your savings
We defaulted the agent count to 3 for a typical small CPA team—adjust sliders to match your firm. Numbers are illustrative; we will validate assumptions on a short call.
3
0
Savings & ROI Calculator
Adjust sliders to estimate labor cost of manual admin work for your team. Net savings subtract your estimated subscription: 3 Master × $99/mo (shared usage pool for all seats).
100clients
5staff
$50/hour
You're currently wasting about
$13,748/mo
on manual admin work (63.5 hours/week × $50/hr)
That's roughly
$165,100
per year in labor cost
Where You're Losing Time
AI Voice Agent
Reduction in support calls
60%
2 hr/week
Self-Service Scheduling
Fewer scheduling calls
75%
2.5 hr/week
Automated Communications
Reduction in manual follow-ups
70%
1.5 hr/week
Document Upload / Auto Categorization
No more WhatsApp/emailing
80%
4 hr/week
E-Signatures
No printing/scanning
80%
0.2 hr/week
Client Portal
Self-service reduces questions
65%
1.5 hr/week
Customer Communications & Newsletters
Automated reminders and updates
85%
0.8 hr/week
Auto-Translation
Real-time English ↔ Spanish across voice, SMS & WhatsApp
90%
0.2 hr/week
Total time saved per person: 12.5 hours/week
For 5 staff: 62.5 hours/week = 3250 hours/year
With XyloDocs, You Save
After estimated subscription: $297/mo on Annual (pay monthly) (3 Master × $99)
Monthly net (after subscription)
$13,451
vs. labor cost of manual work
Annual net (year 1)
$161,536
labor saved minus 12 months of subscription
That's money you can invest in growth, not waste on admin tasks.
Peak season vs. off-season
Tax firms run hot January–April. Compare yearly vs. monthly annual billing on the pricing page, then contact us if you need a custom arrangement for your practice.
Ready for the next step?
Compare yearly vs. monthly billing on the pricing page, then message us with your firm size—we will map controls to your workflow.
See plans and pricing