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.
Tax firm solutions · Colorado focus
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.
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.
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.
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.
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).
After estimated subscription: $198/mo on Annual (pay monthly) (2 Master × $99)
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.
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