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.

CPAs create client binders, configure document checklists, and send portal invitations. Clients upload their tax documents through the portal. AI identifies document types and updates the checklist automatically.

Key features:

- Secure client portal for document uploads

- AI document identification and auto-organization

- Automated email reminders for missing documents

- Customizable document checklists per client

- Real-time team collaboration

- Email template customization

Pricing: $39/month (annual). 21-day free trial, no credit card required.

Demo video: https://www.youtube.com/watch?v=NYdCf3dI_2A