Tool
How Much Is Document Collection Costing Your Firm?
Adjust the sliders below to match your firm's numbers. See exactly how many hours and dollars you spend on document collection each tax season, and what you could save.
Last updated: April 2026
Your Firm's Numbers
Tax Returns Per Year
200 returns502,000
Minutes Per Client on Documents
90 min30180
Staff Hourly Rate
$25 /hr$15$150
Team Size
1 person150
Your Results
Hours Spent on Document Collection
300 hrs/year
Current Cost (Without Automation)
$7,500/year
Taxhance Annual Cost
$468/year
Your Net Savings
$7,032/year
Return on Investment
1503%What does the 90-minute per-client average include?
The default 90-minute figure accounts for the full document collection lifecycle for each client engagement:
Sending initial document request or organizer5-10 min
Follow-up emails and phone calls (2-4 per client)15-25 min
Receiving, opening, and reviewing uploaded documents10-15 min
Manually classifying and organizing documents10-15 min
Updating tracking spreadsheet or status system5-10 min
Communicating missing items back to client10-15 min
Final confirmation that all documents are received5 min
* Based on CPA industry research on average time spent collecting and organizing client tax documents. Adjust the slider if your firm's experience differs.
Frequently Asked Questions
How is the savings calculation determined?
The calculator multiplies your number of tax returns by the average time spent per client on document collection (default: 90 minutes), then multiplies by your staff hourly rate. This gives you the total annual cost of document collection. We then subtract the annual Taxhance cost ($39/mo base + $25/mo per additional team member on annual billing) to show your net savings.
Where does the 90-minute per-client figure come from?
The 90-minute figure represents the industry average time CPA firms spend on document collection, classification, follow-up, and tracking per client engagement. This includes sending initial document requests, follow-up emails and calls, manually reviewing and classifying uploaded documents, and updating tracking spreadsheets. Some firms report spending significantly more time per client.
Does Taxhance eliminate 100% of document collection time?
No. Taxhance automates the majority of document collection work including AI classification, automated reminders, and status tracking. However, some client interactions will always require human judgment such as reviewing unusual documents, answering client questions, and making extension decisions. Most firms report 70-80% reduction in document collection time.
What does the Taxhance subscription include?
Every Taxhance plan includes AI document classification (25+ document types), client portal for secure uploads, in-app chat messaging, automated reminder cadences, compliance calendar, and team role-based access control (RBAC). Pricing is $39/month (annual) or $49/month (monthly) for the first seat, plus $25/month (annual) or $30/month (monthly) per additional team member. All plans include a 21-day free trial with no credit card required.
How long does it take to see ROI from Taxhance?
Most firms report positive ROI within the first month of their initial tax season using Taxhance. Setup takes about an hour, and the time savings begin as soon as clients start uploading documents through the portal. Firms with 100+ clients typically recoup the annual subscription cost within the first 2-3 weeks of tax season.
Can I adjust the calculator for my specific situation?
Yes. Use the sliders to set your exact number of returns, average time per client, staff hourly rate, and team size. The calculator updates in real time to show your specific cost and savings based on your inputs.
Ready to save 300 hours this tax season?
Start your 21-day free trial. No credit card required. See the savings for yourself before you commit.
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