Taxhance
Taxhance is tax document collection software built for CPA firms. It replaces the manual process of chasing clients for missing documents with a secure client portal, AI-powered document organization, and automated email reminders.
How it works:
- CPAs create client binders, configure document checklists, and send portal invitations.
- Clients upload their tax documents through the portal.
- AI automatically identifies document types and updates the checklist.
- Automated reminders keep clients on track until every document is in.
Pricing: $39/mo annual with a 21-day free trial (no credit card required).
Stack: React, Node.js, TypeScript, PostgreSQL.
Built by a 1-person team, bootstrapped. HQ: Delaware (USA). Demo: https://www.youtube.com/watch?v=NYdCf3dI_2A
