Features Built for Modern Tax Firm Communication
Everything you need to manage documents, engage clients, and scale your practice—all in one platform.
Explore AI communication and intake features by category
Switch tabs to see how each area of the platform works — from document intake to AI calls, SMS, WhatsApp, and firm-wide tools.
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". Our Claude AI learns your organization preferences and keeps everything perfectly organized—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.
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.
How XyloDocs Compares to Others
See why modern practices choose XyloDocs
| Feature | Others | XyloDocs |
|---|---|---|
| Document Storage | ||
| Client Portal | ||
| E-Signatures | ||
| Mobile App | ||
| QuickBooks Integration | ||
| 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 |
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.
Frequently asked questions
Features, comparisons, time savings, compliance, and bilingual client outreach
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