Built inside Alianza Tax, a 1,000+ client bilingual practice
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
Running in production at Alianza Tax, a 1,000+ client bilingual practice
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
Same product either way — these pages just skip the parts that do not apply to you.
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.
Keep your existing number — we migrate history so nothing is lost converting to Business. Same seamless translation, including bulk messages.
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.
Alianza Tax runs more than 1,000 bilingual clients. Before XyloDocs, roughly 20 hours a week disappeared into two things: telling clients where their return stood, and chasing the documents that had not arrived yet.
Clients now get status updates automatically, in English or Spanish, before they think to call. The AI voice agent answers the ones who still prefer to phone.
Clients send photos over WhatsApp or text. XyloDocs reads them, files them to the right client and tax year, and keeps a running list of what is still missing.
Every message, update, and call runs in the client’s language automatically. Write once in English; the client reads it in Spanish and replies in Spanish.
Your practice is not Alianza. The calculator uses your client count, your staff, and your hourly rate, and every assumption behind it is visible and editable.
"We were losing about 20 hours a week to status calls and chasing documents. That work is largely automated now, and my clients hear from us in the language they actually speak."
Sergio is also a co-founder of XyloDocs. Alianza Tax is his practice, and it is where the product was built and first run in production.
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
Yes — ProConnect's Intuit Link portal handles document collection and review. Here's exactly what it does, where it stops, and how XyloDocs fills the gaps.
Read moreForm 8867 is required on returns claiming EIC, the Child Tax Credit family, AOTC, or Head of Household. Because the §6695(g) penalty applies per credit per return, one return can carry four separate penalties. Here are the four requirements and how to document them.
Read morePublication 1345 governs every Authorized IRS e-file Provider. If taxpayers log into a site your firm operates, you may be an Online Provider — which adds six specific security standards including EV SSL and weekly external vulnerability scanning.
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.
The communication platform is $49/month (dashboard, one number, unlimited free client accounts, storage, and CRM), plus $9/month per additional team seat. SMS, WhatsApp, and AI calling are metered usage drawn from a prepaid balance, so you only pay for what you use. Direct IRS e-filing launches for the 2027 season. See the pricing page for current usage rates.
Firms use XyloDocs to reclaim hours spent on status calls, document chase, and language barriers. Alianza Tax, a 1,000+ client bilingual practice, previously spent roughly 20 hours a week on status calls and chasing documents; individual practices can estimate their own savings on the ROI calculator.
Get your documents, your client calls, and your tax season under one roof