Tax firm solutions for CPAs and tax professionals

XyloDocs is software for tax professionals — one platform for tax firms, CPA practices, and bilingual shops. These pages highlight how different firms use it. Pick the path that fits your clients and risk profile—then model ROI or talk to us.

Choose your path

  • Bilingual and Spanish-serving firms

    Real-time English ↔ Spanish on voice, SMS, and WhatsApp with secure document exchange—so you stop losing hours to document chase without hiring bilingual staff.

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  • Compliance-focused CPAs

    Centralize sensitive tax documents with encryption, access controls, and audit logging aligned with IRS Publication 1075 expectations for professional practices.

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  • Colorado solo and small practices

    One operating layer for intake, e-signatures, reminders, and client messaging—from $49/month with unlimited free client accounts, whether you are in Denver, Pueblo, or a mountain town.

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  • Tax software for Colorado firms (2027)

    Season fee that nets to zero at 100 funded refund transfers. Start on the CRM today; tax software launches for the 2027 season.

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Tools for every path

Compare plans, run the labor-savings model, or read how the platform fits tax and accounting workflows.

Compare XyloDocs

Fair side-by-side pages for firms evaluating AI client communication against practice management and portal tools.

Frequently asked questions

Does XyloDocs handle English and Spanish client communication?

Yes. XyloDocs provides real-time English ↔ Spanish translation across AI phone calls, SMS, and WhatsApp, so your firm can serve Spanish-speaking clients without hiring additional bilingual staff.

Is XyloDocs secure enough for sensitive tax documents?

Yes. XyloDocs uses encryption, IP-based access controls, OTP agent logins, OTP-protected secure upload links, and a complete audit trail — controls aligned with IRS Publication 1075 expectations for tax professionals.

What can XyloDocs automate for a tax practice?

It automates proactive daily tax-status updates, multi-channel document intake over WhatsApp, SMS, and email, AI document categorization, e-signing, appointment booking, and client reminders — cutting the manual follow-up that fills tax season.

How much does XyloDocs cost for a tax firm?

The communication platform is $49/month (dashboard, one number, unlimited free client accounts, storage, and CRM), plus $9/month per additional team seat. SMS, WhatsApp, and AI calling are metered from a prepaid balance, so you only pay for what you use. Direct IRS e-filing launches for the 2027 season. See the pricing page for current usage rates.

Is XyloDocs software for tax professionals or a consumer tax app?

XyloDocs is software for tax professionals — CPA firms, EAs, tax preparers, and bilingual tax practices. It is the AI client communication layer (calling, SMS, WhatsApp, tax client portal, document management). It is not consumer tax-return software. Optional tax software launches for the 2027 season.