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About

Neatly manage branded accounts for an unlimited number of your clients, in one professional and easy to use email marketing application. All the features you'll need to create powerful and engaging email campaigns for you and your clients. Neatly organise client accounts then secure and control people's access to your solution. Instiller has more than 99.9% uptime every year and we display live status for all of our services. Designs can be personalised easily using basic merge tags. There's also handy ways to format output and to set fallback values for taking care of any gaps in your data. Real-time reporting produces detailed and powerful insights to help marketers understand what makes their campaigns an success and highlights potential issues that could be holding performance back.

About

StanfordTax uses AI to automate and streamline tax information collection and organization for accounting firms. It integrates with major tax software (including CCH Axcess, ProSystem fx, UltraTax, Lacerte, ProSeries, Drake, and ProConnect) and imports thousands of clients’ prior-year data quickly. It then generates personalized questionnaires for each client that include prior year numbers, document checklists, and only ask the relevant questions, skipping irrelevant ones. Once clients submit their info and documents, StanfordTax produces a PDF workpaper; documents are automatically categorized, bookmarked, ordered, and client responses are neatly organized. It supports over 30 document types (such as W-2, various 1099s, 1098, etc.). We use the Advanced Encryption Standard (AES 256) to encrypt data at rest and 256-bit SSL encryption to encrypt data in transit.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Anyone looking for an email designer solution

Audience

Tax professionals wanting a solution to reduce manual data collection and document organization, and ensure better, faster client compliance and submission

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$243.75 per month
Free Version
Free Trial

Pricing

$18 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Instiller
Founded: 2004
United Kingdom
instiller.co.uk

Company Information

StanfordTax
Founded: 2021
United States
stanfordtax.com

Alternatives

Alternatives

UltraTax CS

UltraTax CS

Thomson Reuters
Routee

Routee

AMD Telecom
Maileon

Maileon

XQueue GmbH
CCH Axcess Tax

CCH Axcess Tax

Wolters Kluwer
inTouch

inTouch

rdcom
Juno

Juno

Juno.tax

Categories

Categories

Email Marketing Features

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Integrations

Apteco Orbit
BlueVenn
CCH Axcess Tax
CCH ProSystem fx
Drake Tax
Facebook
Fresh Relevance
Google Analytics
Google Docs
Intuit ProSeries Tax
Lacerte
Litmus
ProConnect Tax
Salesforce
Shopify
UltraTax CS
Unbounce
VEMT Experience & Loyalty Cloud
X (Twitter)

Integrations

Apteco Orbit
BlueVenn
CCH Axcess Tax
CCH ProSystem fx
Drake Tax
Facebook
Fresh Relevance
Google Analytics
Google Docs
Intuit ProSeries Tax
Lacerte
Litmus
ProConnect Tax
Salesforce
Shopify
UltraTax CS
Unbounce
VEMT Experience & Loyalty Cloud
X (Twitter)
Claim Instiller and update features and information
Claim Instiller and update features and information
Claim StanfordTax and update features and information
Claim StanfordTax and update features and information