XyloDocs Reviews & Product Details

XyloDocs is an AI client communication platform built for tax firms, CPAs, and tax preparers. It automates the two things that eat the most staff time during tax season: answering "where's my return?" calls, and chasing documents clients haven't sent yet. The platform handles bilingual English/Spanish phone calls and SMS, so a monolingual team can serve Spanish-speaking clients without hiring dedicated bilingual staff. Clients send documents over WhatsApp, SMS, or email; XyloDocs reads them, files them to the right client and tax year, and keeps a running list of what's still missing. Status updates go out automatically as a return moves, before the client thinks to call. XyloDocs was built fox Alianza Tax, a 1,000+ client bilingual practice, and is running there in production today. The communication platform is a complete product on its own, from $49/month with unlimited free client accounts. XyloDocs is also an IRS Authorized e-file Provider; optional tax software with direct 1040 and Colorado e-filing is launching for the 2027 season. Exports to Drake, Lacerte, and ProConnect; syncs billing with QuickBooks and Stripe. Pricing (as listed on the pricing page): Platform base: $49/month (dashboard, 1 phone number, unlimited free client accounts, document storage, CRM) Additional team seat: $9/month each Usage (SMS, WhatsApp, AI calling, e-signature, document AI): metered from a prepaid balance, $50 minimum — see xylodocs.com/pricing for current per-unit rates Tax software (optional add-on, launching for the 2027 season): $799/season (Individual/1040) or $1,099/season (Individual + Business); nets to zero at 100 funded refund transfers Features list (verbatim from the site's own structured data, do not add to this without checking it's actually shipped): Bilingual (English/Spanish) AI voice and SMS for client communication Automated proactive tax status updates Multi-channel document intake (WhatsApp, SMS, email) Secure document exchange with encryption and audit trail Integrations to list: Drake Software, Intuit Lacerte, Intuit ProConnect Tax, QuickBooks, Stripe, Zoho Invoices, Square, PayPal