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
