30% productivity boost with AI automation

XyloDocs Pricing — Simple Per-Agent Plans for Tax Firms

Your first Master Agent seat includes the full usage package — 200 SMS, 200 WhatsApp messages, 50 AI call minutes, and 15 eSigning envelopes. Add your team for $29/seat/month with full platform access (shared usage pool). Need more capacity? Grab a Power Pack. Calculate your ROI before you commit.

Plans, usage, and add-ons

One Plan. Full Access. No Gimmicks.

Every agent gets the complete platform — all features, no tiers, no feature gating.

All Features Included

XyloDocs — Master Agent

Primary account holder with included usage (per Master Agent). Additional team seats are billed separately — see "Add Your Team" below.

*$99
/agent
/month

Billed monthly on an annual commitment

First seat uses Master Agent pricing and includes the usage quota above. Add team members for $29/mo each (platform access; shared pool).

* One-time setup fee billed separately. Amount depends on number of clients, data migration, and onboarding scope — quoted before you sign.

TaxDome runs $50–80/user/month with limited features and a steep learning curve. Liscio starts at $150+. XyloDocs gives you every feature from $79/agent/mo when billed yearly ($99/mo on monthly billing) — no tiers, no games.

Each Master Agent adds SMS, WhatsApp, call minutes, and eSigning envelopes to the shared account pool.

1

$99/mo × 1 = $99/mo

Full features; no extra included usage — they share the account pool with Master Agents.

0

$29/mo × 0 = $0/mo

Estimated monthly subscription
$99/mo

Included per Master Agent per month

Totals below scale with Master Agents only. Additional Agents use this shared pool but do not increase these caps — add Power Packs for more capacity.

200
SMS
200
WhatsApp Messages
50
AI Call Minutes

~40 calls/month avg. Add more with the Call Pack ($29 for 100 min).

15
eSigning Envelopes
Get StartedSchedule Demo

Need More? Add a Power Pack.

Buy add-on usage blocks anytime. They apply instantly for the current billing cycle. Stack as many as you need.

SMS Pack

500 SMS

$19
one-time

WhatsApp Pack

500 WhatsApp messages

$19
one-time

Call Pack

100 AI call minutes

$29
one-time

Signing Pack

30 eSigning envelopes

$29
one-time
SAVE $27

Everything Pack

500 SMS + 500 WhatsApp + 100 min + 30 signs

$69
one-time

Pricing FAQ

Master Agents vs Additional Agents, quotas, and upgrades

Everything Included — No Gating

Every agent gets full access to all 20 features from day one.

AI-Powered Calling (10-digit number + WhatsApp)
Auto-Translation — Voice, SMS & WhatsApp (English ↔ Spanish)
Auto Document Upload (via WhatsApp, SMS, Email)
AI Document Categorization
Automated Tax Status Updates (Daily, Proactive)
Client Readiness Detection (Year-over-Year Comparison)
Bulk SMS, WhatsApp & Email
BoldSign eSigning Integration
Internal Team Chat
Per-Client Message, WhatsApp & Email History

From Chaos to Clarity in Minutes

See what happens when you stop doing things manually

WITHOUT AUTOMATION
12.5
hours wasted per person/week
❌ Chasing documents via email
❌ Playing phone tag for scheduling
❌ Answering same questions repeatedly
❌ Manual data entry and filing
❌ Printing, scanning, mailing
↓
Switch to AI
WITH XYLODOCS
30%
productivity boost per person
✅ AI uploads & categorizes docs
✅ Clients self-schedule appointments
✅ Virtual assistant answers 24/7
✅ Auto-reminders and follow-ups
✅ All digital, no paper ever
YOUR TEAM GETS BACK
12.5 Hours
per person, every single week
That's 650 hours per year per person for real tax work, not busywork
⭐⭐⭐⭐⭐
"Saved us 50 hours per week and $120,000 annually"
— Tax Practice with 1,000+ Clients
Manual admin work adds up fast — estimate your savings.

No credit card required • Setup in 5 minutes • Cancel anytime