Tax firm solutions · Colorado focus

The tax-firm operating system for Colorado solo and small practices

From Denver to Durango, small tax shops run lean. XyloDocs replaces the patchwork of portals, spreadsheets, and ad hoc messaging with one place for documents, signatures, and client communication—priced per agent so you are not punished for growing slowly.

How XyloDocs applies to your firm

Fewer hours on admin, more on billable work

Automated reminders, structured uploads, and self-service status cut the “did you get my file?” loop. Your front desk stops being a switchboard for every client question.

Pricing that scales with your firm

Choose yearly or monthly annual billing for Master Agents, then add $29/mo team seats as you grow. Use the ROI model below, then talk to us before busy season.

Estimate your savings

We defaulted the agent count to 2 for a typical tax team—adjust sliders to match your firm. Numbers are illustrative; we will validate assumptions on a short call.

2
0

Savings & ROI Calculator

Adjust sliders to estimate labor cost of manual admin work for your team. Net savings subtract your estimated subscription: 2 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: $198/mo on Annual (pay monthly) (2 Master × $99)

Monthly net (after subscription)
$13,550
vs. labor cost of manual work
Annual net (year 1)
$162,724
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?

Tell us your city and client mix. We will show a focused walkthrough—about fifteen minutes—tailored to Colorado tax practices.

Book a 15-minute walkthrough