TL;DR
Taxhance is tax document collection software built for CPA firms. It replaces the manual back-and-forth of chasing clients for missing documents with a secure client portal, AI-powered document organization, and automated email reminders.
The problem
If you've ever worked on the firm side of tax season, you know the pain: clients drip-feed their W-2s, 1099s, K-1s, and brokerage statements over weeks. Half arrive as photos in email, the rest sit in Dropbox links nobody can find. Preparers spend hours just figuring out what's missing.
What we built
- Secure client portal — clients upload tax documents through a branded portal instead of email attachments.
- AI document recognition — uploads are auto-classified (W-2, 1099-NEC, 1099-DIV, K-1, brokerage statement, etc.) and the checklist updates itself.
- Automated reminders — configurable email cadences nudge clients for what's still missing, so preparers stop being collection agents.
- Engagement letters & e-signature — built into the same workflow.
- Per-client binders — every document lives in one organized place that the preparer can hand off to the reviewer.
Stack
Standard modern stack: TypeScript across the board, React on the front, Node on the back, Postgres for data. The AI document classification uses a vision pipeline tuned on common US tax forms.
Who it's for
Solo CPAs and small-to-midsize firms (1–50 preparers) who want to stop losing hours to document chasing during the Jan–Apr crunch.
Try it
If you run a firm — or know someone who does — check it out at https://taxhance.com. Feedback from accountants, EAs, and tax pros is especially welcome. Happy to answer questions in the comments about the document-classification approach or the portal UX.
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