StanfordTax

Automate the collection of tax info with the power of AI

Automate the collection of tax info using AI

Generate smart organizers in minutes, personalized for each client directly from your tax software

Trusted by accounting firms across the United States

How it Works

How it Works

Watch our product demo below.

1

Connect your tax software

1. Connect your tax software

StanfordTax leverages AI to understand your clients' prior year tax data.

Fast & simple integration

Import thousands of clients in under 10 minutes.

Supports all major tax software

Integrates with CCH Axcess, CCH Prosytem fx, UltraTax, Lacerte, ProSeries, Drake and ProConnect.

Generate personalized
questionnaires

2. Generate personalized questionnaires

StanfordTax generates a personalized questionnaire for each client.

Personalized for each client

Includes prior year numbers, detailed document checklists, etc.

Fast & easy to fill out

Asks questions one at a time and skips over irrelevant questions.

Covers all topics

Covers all sources of income, deductions, and credits for 1040, 1065, 1120, and 1120s returns.

What’s your contact info?

Phone number

+1

Second phone number

+1

Email address

Email

What were your business

expenses?

Advertising

$1,000

Commissions and Fees

$350

Business Insurance

$200

Last year you had the following expenses:

Advertising: $2,600

Legal fees: $3,400

Utilities: $850

NOTE

What were your business

expenses?

Advertising

$1,000

Commissions and Fees

$350

Business Insurance

$200

Last year you had the following expenses:

Advertising: $2,600

Legal fees: $3,400

Utilities: $850

NOTE

What were your business

expenses?

Advertising

$1,000

Commissions and Fees

$350

Business Insurance

$200

Last year you had the following expenses:

Advertising: $2,600

Legal fees: $3,400

Utilities: $850

NOTE

2

Receive PDF workpaper
for each submission

3. Receive PDF workpaper
for each submission

Once a client submits their info & documents, StanfordTax generates an organized workpaper.

Documents are automatically categorized

Workpaper is bookmarked and ordered so that documents are easy to find.

Client responses are automatically organized

Every workpaper comes with our top-rated organizer, which includes all responses provided by the client.

Supports 30+ document types

W-2

W-2G

1099-INT

1099-DIV

1099-G

K-1

1099-R

1099-K

1099-MISC

1099-NEC

1095-A

1099-S

1098

1098-E

1098-T

More...

3

Product Demo

Testimonials

“ We are incredibly appreciative of the professional guidance & services we received from StanfordTax and are very excited about their new UltraTax integration for tax year 2023.

Michael Green

Valley Tax Advisors, Bethlehem PA

“ My clients have said great things about the StanfordTax organizer, and the number of clients who submitted their info on time this tax season was much higher because of it.

Bret McMillan

Bret Mcmillan CPA, Oceanside CA

“ StanfordTax has reduced the time we spend on data collection & organization by over 75%. Their integration with Drake automates so much of the manual work.

Daniel Ayzenberg

Ayzenberg Consulting, New York NY

“ StanfordTax’s wonderful organizer made it much easier for me to work with my clients virtually. My clients loved the ease of use and it freed up my valuable & limited time.

Carolyn West

Income Tax Shoppe, Dallas TX

“ StanfordTax has brought a new perspective to an old process, and has resulted in a more efficient process for me and my staff. And they integrate with Lacerte!

Kyle Weseley

Wesely & Wesely, Minnetonka MN

“ StanfordTax is a key component of my tax preparation business! It’s easy to use for both me and my clients and has saved me countless hours of searching for client information.

Kyle Koller

Koller Consulting, Murfreesboro TN