AI client communication for tax firms
Software Features for Tax Firms and Tax Professionals
Tax document management, a CPA client portal, bilingual AI calling and intake: the AI client communication platform tax professionals run today alongside Drake, Lacerte or ProConnect, with XyloDocs' own tax software and e-file launching for the 2027 season.
Inside the platform
The agent dashboard: clients, documents, conversations, calls, campaigns and billing in one place, with each agent's progress for the year at the top.
Explore AI communication, tax document management, and client portal features
Switch tabs to see how each area of the platform works — tax document management software, a CPA client portal, AI calls, SMS, WhatsApp, and firm-wide tools for tax professionals.
Email-to-Upload
Clients email documents to their unique address (like client123@upload.xylodocs.com) and attachments are automatically extracted, uploaded to their secure vault, and organized. They get instant confirmation, you get instant notification. No training required—everyone knows how to email.
Document Request Templates
Pre-built request packages like "First Time Tax Client", "Business Tax Return", or "Insurance Renewal" that automatically send the right document checklist to clients. Customize templates for your practice and reuse them instantly.
Quick Share Links
Generate temporary secure links for one-off document uploads. Clients can upload without logging in—perfect for new clients or one-time requests. Links expire automatically for security.
Smart Auto-Categorization
Upload a W-2 and watch it automatically sort into "Income Documents/2025". Upload a receipt and it goes to "Expenses/March". Zero manual sorting required.
Document Version History
Track all versions of every document, compare changes side-by-side, and restore old versions with one click. Never lose important information or worry about overwriting critical files.
Bulk Document Actions
Download multiple documents as ZIP, move/tag/delete in bulk, and apply changes to hundreds of files at once. Perfect for year-end organization or client transitions.
Export for Drake & Export for Intuit
Collect client documents in XyloDocs, organize by tax year, then one-click Export for Drake or Export for Intuit (Lacerte, ProConnect Tax, ProSeries). One document downloads as a file; two or more as a ZIP — original PDFs ready to attach while you prepare the return.
Document Annotations
Mark up PDFs with notes, highlights, sticky notes, and drawing tools. Collaborate with clients and team members directly on documents without external tools.
Document Intelligence (OCR++)
Extract structured data from documents, detect anomalies, and alert you to missing documents. Goes beyond basic OCR to understand document context and relationships.
Why XyloDocs
How XyloDocs Compares to Others
See why modern practices choose XyloDocs
| Feature | Others | XyloDocs |
|---|---|---|
| Document Storage | ||
| Client Portal | ||
| E-Signatures | ||
| Mobile App | ||
| QuickBooks Integration | ||
| Export for Drake / Export for Intuit | ||
| SMS Integration | ||
| WhatsApp Integration | ||
| Voice Automation | ||
| AI Document Processing | ||
| AI Auto-Categorization | ||
| Real-Time Auto-Translation (English ↔ Spanish) | ||
| Email-to-Upload | ||
| Document Expiration Alerts | ||
| Payment Processing | ||
| Advanced Analytics | Basic | |
| Public API | ||
| Unlimited Users | ||
| Unlimited Storage | ||
| Multi-Role Authentication | ||
| Contact Management | ||
| Bulk Messaging & Campaigns | ||
| Newsletter Management | ||
| Tax Summary Generation | ||
| Smart Appointment System |
Feature spotlight
Game-Changing Features
Three features that transform how you work
AI Document Intelligence
Our advanced OCR++ technology goes beyond simple text extraction. It understands document context, extracts structured data, detects anomalies like mismatched Social Security numbers or unusual amounts, and automatically identifies missing documents in a set. This means you can upload a stack of tax documents and the system will not only extract all the data but also alert you if something looks wrong or is missing—before it becomes a problem.
Auto-Translating Multi-Channel Communication
Stop juggling email, phone, SMS, and WhatsApp — and stop worrying about language barriers. XyloDocs unifies all communication channels in one platform with real-time auto-translation between English and Spanish. Send a document request via SMS in English — your Spanish-speaking client receives it in Spanish. Get a WhatsApp reply in Spanish — your team sees it in English. Voice calls are translated live, mid-conversation. One team, one dashboard, every language.
Compliance Monitoring
Never worry about document retention policies or regulatory deadlines again. Our compliance monitoring system automatically checks documents against retention rules, tracks important deadlines, and alerts you to potential compliance issues before they become problems. It monitors regulation changes and updates your workflows accordingly. This proactive approach helps you maintain compliance with minimal effort while protecting your practice from costly violations.
FAQ
Frequently asked questions
Features, tax client portals, comparisons, and bilingual client outreach
Ready to Transform Your Practice?
Get your documents, your client calls, and your tax season under one roof