Trusted by Leading Tax and Accounting Firms Nationwide
30% More Productive.You Own the Data.
Automate the busywork. Focus on what actually matters.
Save 12.5 hours per person per week on document collection, scheduling, and client questions.
30+ time-saving features designed to help you scale your practice
Join forward-thinking firms automating document collection
Where Your 12.5 Hours Come From
Every feature is designed to give you time back
AI Voice Agent
Handles support calls automatically
Self-Service Scheduling
Clients book their own appointments
Automated Communications
Smart reminders and follow-ups
Document Upload / Auto Categorization
No more email/WhatsApp chasing
E-Signatures
No printing or scanning needed
Client Portal
Self-service reduces questions
Translation
Built-in multi-language support
From Chaos to Clarity in Minutes
See what happens when you stop doing things manually
See your personalized time & cost savings
"Our team saves 50+ hours every week with automation. We've eliminated all the back-and-forth emails, phone tag, and manual data entry. It's been a game-changer for our practice."
Powerful Features for Modern Professionals
Everything you need to manage documents securely and efficiently
30+ time-saving features designed to help you scale your practice
Email-to-Upload
Clients email documents to unique addresses, auto-uploaded to vault. Zero training required.
Document Expiration Alerts
Auto-detect expiration dates, send reminders 90/60/30/7 days before. Never miss a renewal.
Smart Auto-Categorization
AI automatically organizes documents using Private API. Zero manual sorting required.
Multi-Channel Communication
SMS, WhatsApp, Voice, and Email from one platform. Reach clients on their preferred channel.
Document Intelligence
Extract structured data, anomaly detection, missing document alerts. OCR++ technology.
Compliance Monitoring
Auto-check retention policies, deadline tracking, regulation changes. Stay compliant automatically.
How It Works
Three simple steps to transform your practice
Upload Documents Securely
Upload from any device with bank-grade encryption protecting every file.
Organize & Automate
AI categorizes documents and automates repetitive workflows automatically.
Collaborate Seamlessly
Share securely with clients and team members through integrated communication.
Security & Standards
Our systems are designed in alignment with industry-leading security standards
IRS 1075
Aligned
SOC 2 Type II
Aligned
GDPR
Aligned
AES-256
Aligned
Billing & Accounting Integrations
Seamlessly connect with your billing and accounting platforms. Automatically sync invoices, payments, and financial data.
QuickBooks
Accounting
Sync invoices, payments, and financial data automatically
Stripe
Payment Processing
Accept payments and track transactions seamlessly
Zoho Invoices
Invoicing
Generate and manage invoices with automatic sync
Square
Payment Processing
Process payments and sync transaction records
PayPal
Payment Processing
Accept payments and manage billing records
Need a custom billing integration? Our API makes it easy to connect any accounting or payment platform.
Request IntegrationReady to Transform Your Practice?
Join hundreds of professionals who trust XyloDocs with their document management