The smartest tax firms in Colorado run their software at zero net cost.
Not a discount. Not a trial. A tax software add-on that pays for itself once the season is rolling, built on the client communication platform the practice runs all year. Launching for the 2027 season: pay the season fee up front; at 100 funded refund transfers the fee is refunded and it nets to zero.
Tax software is not available today. The AI client communication platform is live now.
How the season fee nets to zero
The signature number is net cost after 100 funded refund transfers — not a sale price, and not returns filed.
Individual + Business
The Individual / 1040 tier nets the same way from $799/season. Same threshold. Same refund of the full season fee.
The catch, stated plainly
This is not free tax software. It is professional software that pays for itself when the season funds 100 refund transfers.
You pay the season fee up front
The Individual + Business tier is $1,099 for the season; Individual / 1040 is $799. That is the price of professional tax software — not a teaser rate.
At 100 funded refund transfers, every dollar comes back
The full season fee is refunded. It pays for itself. It nets to zero. The count is funded refund transfers — not returns filed.
Fall short of 100 and you still have the software
If a firm does not hit the threshold, they keep professional tax software at a fair price. There is no penalty framing and no “free if you miss.”
Two season tiers
Both require the $49/month communication platform. Usage rates, seats, and prepaid details live on the full pricing page.
Individual / 1040
Individual (1040) tax software for the season. Add-on to the CRM platform.
Full fee refunded at 100 funded refund transfers — nets to $0.
Individual + Business
Individual and business tax software for the season. Add-on to the CRM platform.
Full fee refunded at 100 funded refund transfers — nets to $0.
What you actually get
The CRM is the foundation Colorado practices run all year. Tax software is the optional add-on that launches for the 2027 season — it does not replace the communication layer, and you do not wait until 2027 to start.
Client communication platform
- Bilingual SMS and WhatsApp — English ↔ Spanish on the channels clients already use
- AI document handling — intake, categorization, and storage on the client record
- Self-service scheduling so clients book without phone tag
- Client portals so status questions do not land on the front desk
$49/month platform base, unlimited free client accounts. CRM pricing · Colorado firm overview
Tax software add-on
Rides on top of the CRM. Same client records, same season. You pay the season fee up front; at 100 funded refund transfers it nets to zero. Not available to run returns on today — join the waitlist to be first when it opens.
Built for Colorado tax professionals who already live in a bilingual, high-volume season — not a separate stack you stand up in January.
Tax software questions
Is the XyloDocs tax software free?
No. It is professional tax software with a season fee — $799 for Individual / 1040 or $1,099 for Individual + Business. The full fee is refunded once your firm funds 100 refund transfers in the season, so it nets to zero. Fall short and you keep the software at a fair price.
What is a funded refund transfer, and why does the refund depend on it?
A funded refund transfer is a completed refund-transfer bank-product transaction — not simply a return you filed. The season fee is refunded at 100 funded transfers. Tying it to funded transfers rather than returns filed is what keeps the "nets to zero" promise honest.
When does the XyloDocs tax software launch?
It launches for the 2027 season and is not available to run returns on today. The AI client communication platform — bilingual SMS and WhatsApp, AI document handling, scheduling, and client portals — is live now, and the tax software rides on top of it.
Do I need the tax software to use XyloDocs?
No. The $49/month communication platform is a complete, standalone product with unlimited free client accounts. The 2027 tax software is an optional add-on that requires the $49/month base — the base never requires the tax software.
What does XyloDocs cost in total?
The communication platform is $49/month with the first user included, plus $9/month per additional seat and metered usage from a prepaid balance. The optional 2027 tax software adds $799 or $1,099 per season, refunded at 100 funded transfers. See the pricing page for usage rates.
Reserve your firm's spot for 2027
Start on the communication platform today. Tax software switches on for the 2027 season. Join the waitlist for launch notice, or talk to us now if you want the CRM standing before busy season.