# Taxhance Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Taxhance Software - reviews, pricing plans, popular comparisons to other Tax Practice Management products and more. Source: https://www.capterra.com/p/10040455/Taxhance --- # Taxhance Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) Taxhance ## What is Taxhance? Taxhance is an AI-powered tax document management software that automates the collection, classification, and organization of client tax documents. The platform uses AI to identify and sort document types, including W-2s and 1099s. A secure client portal enables document submission, while automated reminders help track deadlines. Real-time chat functionality facilitates communication between firms and clients. Taxhance integrates with tax software platforms such as Drake, UltraTax, and Lacerte. The system includes enterprise-grade security features and is pursuing SOC 2 Type 1 certification. Additional capabilities include team management tools, compliance calendars, and customizable client groups for organizing workflows. ## What is Taxhance used for? [Tax Practice Management](https://www.capterra.com/tax-practice-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $39 Flat Rate, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Taxhance?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://taxhance.com&name=Taxhance) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Taxhance 0.0 VS. [4.7 (3,594)](https://www.capterra.com/p/186749/TaxDome/reviews/) Starting Price $39 Flat Rate, Per Month Starting Price $800 Per User, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.5 (3,594) Value For Money 0.0 (0) Value For Money 4.6 (3,004) Customer Service 0.0 (0) Customer Service 4.6 (2,901) ## Taxhance alternatives [4.5 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) Starting price $22.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.8 (266)](https://www.capterra.com/p/186837/Financial-Cents/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars Highest Rated [5.0 (30)](https://www.capterra.com/p/10031400/Anchor/#reviews) Starting price $5.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.7 (400)](https://www.capterra.com/p/148032/Suralink/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars ## FAQs about Taxhance Overview ### What company size and specific industries is Taxhance built for? Taxhance is designed for CPA firms, tax professionals, and accounting practices of any size that need AI-powered tax document management and automation. It is aimed at accounting and tax services organizations handling client tax documents, review workflows, and related administrative tasks. Features and Usability ### What are the key features of Taxhance? Taxhance offers AI Copilot, client management, and a client portal for tax practices, along with document management, document storage, and tax forms handling. It also includes workflow management, task management, due date tracking, alerts and notifications, access controls and permissions, and compliance management. Pricing ### How much does it cost and what fees or limitations are included? Taxhance starts at $39 per month for the Professional plan, or $468 per year with annual billing saving 20%. A free 21-day trial includes all features. Additional team members cost $25 per month each when billed annually, and each adds 150 GB of storage. Getting Started and Support ### What training and onboarding options does Taxhance offer? Taxhance provides documentation and videos to help teams get started. Documentation offers written reference material for setup and feature review, while videos support visual, self-paced learning. These formats give users access to both step-by-step guidance and recorded walkthroughs for common tasks. Getting Started and Support ### What customer support options does Taxhance offer? Taxhance provides email/help desk support, a knowledge base, and chat. No reviewer feedback about support is available, so user experience details such as response time, helpfulness, or common frustrations cannot be described from the catalog data. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Access Controls/Permissions Define levels of authorization for access to specific files or systems AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Client Management Manage contact details and communication with clients Client Portal Private online space that lets businesses securely share documents and provide information access to clients Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Taxhance 20 features Define levels of authorization for access to specific files or systems A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Manage and track all internal and external communication conducted via calls, email, text, or chat Track and manage adherence to policies for any service, product, process, or supplier Configure existing workflows to meet your organization's needs Pre-designed layouts that can be customized to match preferences and requirements Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Reminders sent via email Track employee schedules, availability, and performance across projects and tasks Designed for tax practices Receive system updates as soon as any changes are made Track the status over time for a request, process, asset, or transaction Create, manage and track all task activities and progression Declaration of income made to tax authorities Create, design and manage workflows for repetitive tasks ## Pricing Free Trial Free Version Professional $39.00 Flat Rate,Per Month It includes: - All features included - Unlimited binders - 200 GB storage - AI document classification - Client portal & chat - Auto reminders ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.