Tax firm solutions · Colorado focus
XyloDocs is the AI client communication platform for Colorado solo and small tax practices: bilingual outreach, SMS/WhatsApp, document intake, and e-signatures—from $49/month with unlimited free client accounts so lean shops in Denver, Pueblo, or mountain towns are not punished for growing slowly.
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—from $49/month so you are not punished for growing slowly.
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. AI voice and bilingual messaging help when your client mix includes Spanish speakers or high seasonal call volume.
Start on the $49/mo communication platform, then add $9/mo team seats as you grow, with pay-as-you-go SMS, WhatsApp, and AI-calling usage from a prepaid balance. Use the ROI model below, then talk to us before busy season. Transparent pricing beats surprise module stacks when you are still a two- or three-person shop.
Colorado practices compete on service speed and trust. A secure portal plus multi-channel outreach lets you look established without hiring an IT department. Explore tax firm solutions paths for bilingual, compliance-focused, or statewide solo setups.
We defaulted the team size to 2 for a typical tax team—adjust staff to match your firm. The first person is included in the $49/mo platform; additional seats are $9/mo. Numbers are illustrative; we will validate assumptions on a short call.
Estimated subscription
$58/mo
Usage (SMS, WhatsApp, AI calling) is billed separately from a prepaid balance ($50 minimum). Move the staff slider below to change additional seats.
Adjust the sliders to estimate the labor cost of manual admin work for your team. Net savings subtract your estimated subscription: $49/mo platform + 1 additional seat × $9/mo (usage billed separately from prepaid balance).
First person is included in the $49/mo platform. 1 additional seat at $9/mo.
We have results from one practice, not an industry average, so these start conservative. Change them to match what you see in your own office — every figure below updates from what you set here.
These are the pieces of that weekly admin load the platform handles for you.
6 hrs/week × 60% × 2 people. Change either assumption above and this moves.
After estimated subscription: $49/mo platform + 1 additional seat × $9/mo. Usage billed separately from prepaid.
Every figure here comes from the numbers and assumptions you set above, not from measured results across customers. We have one practice in production, and we would rather show you its math than an industry average nobody can source.
Tax firms run hot January–April. Model seats and prepaid usage on the pricing page, then contact us if you need a custom arrangement for your practice.
Yes. Start on the $49/mo platform, use the portal and messaging for intake, and add $9/mo additional seats only when you hire. The first person is included in the platform fee.
Voice (AI calling), SMS, WhatsApp, and email intake sit alongside the secure client portal so clients do not force you onto unmanaged consumer apps alone.
Most firms schedule a short walkthrough, configure branding and templates, and pilot with a subset of clients before peak. Book early if you need bilingual outreach live for January–April.
XyloDocs focuses on AI client communication and secure exchange. If you need a full PM suite, compare XyloDocs vs TaxDome; many Colorado shops keep existing tools and add XyloDocs for outreach.
Tell us your city and client mix. We will show a focused walkthrough—about fifteen minutes—tailored to Colorado tax practices.
Talk to us