Tax firm solutions — bilingual, CPA, and solo practices

XyloDocs is one platform; 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.