Contact XyloDocs: Demos, Pricing & Support for Tax Firms
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Plan builder for signup
Start with the $49/month communication platform, add team seats if you need them, and pay for SMS, WhatsApp, and AI calling only as you use them. Your selections are attached to the message below.
Platform base — $49/month
Includes your dashboard, one phone number, unlimited free client accounts, document storage, and CRM. No annual lock-in on the base — SMS, WhatsApp, AI calling, eSignatures, and document AI are metered from a prepaid balance ($50 minimum).
- Client accounts: unlimited and always free
- AI voice: $0.15/min · SMS out: $0.03 · WhatsApp out: $0.03
- Direct IRS e-filing launches for the 2027 season (optional add-on then)