+
+

Related Products

  • Soraban
    6 Ratings
    Visit Website
  • Canopy
    945 Ratings
    Visit Website
  • TelemetryTV
    275 Ratings
    Visit Website
  • MobiPDF (formerly PDF Extra)
    6,292 Ratings
    Visit Website
  • Fax.Cloud
    1 Rating
    Visit Website
  • Proton Drive
    3,602 Ratings
    Visit Website
  • Proton Pass
    31,996 Ratings
    Visit Website
  • Proton Mail
    108,630 Ratings
    Visit Website
  • Hotspot Shield
    121 Ratings
    Visit Website
  • Private Internet Access (PIA)
    38 Ratings
    Visit Website

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.

About

Taxjoy lets you communicate with your clients in a streamlined and secure way. All messages are organized by client so you can easily find what you are looking for. No more searching through emails. And, all messages are sent, received and stored in a secure manner, removing the security risks of using an email app. Taxjoy lets you and your clients share documents easily and securely. All documents are automatically organized by type (W-2, 1099, etc.) to make the tax preparation process easier. You don’t have to look through your emails anymore to find what you need. Taxjoy lets you assign tasks to your clients, yourself or other team members. No more excuses for anybody to miss a deadline.

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

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

Audience

Accounting software for companies

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

$18 per month
Free Version
Free Trial

Pricing

$45 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

StanfordTax
Founded: 2021
United States
stanfordtax.com

Company Information

Taxjoy
Founded: 2016
United States
www.taxjoy.com

Alternatives

Alternatives

UltraTax CS

UltraTax CS

Thomson Reuters
Juno

Juno

Juno.tax
CCH Axcess Tax

CCH Axcess Tax

Wolters Kluwer
AATRIX eFile

AATRIX eFile

Aatrix Software

Categories

Categories

Integrations

CCH Axcess Tax
CCH ProSystem fx
Drake Tax
Gmail
Intuit ProSeries Tax
Lacerte
Microsoft Outlook
ProConnect Tax
UltraTax CS

Integrations

CCH Axcess Tax
CCH ProSystem fx
Drake Tax
Gmail
Intuit ProSeries Tax
Lacerte
Microsoft Outlook
ProConnect Tax
UltraTax CS
Claim StanfordTax and update features and information
Claim StanfordTax and update features and information
Claim Taxjoy and update features and information
Claim Taxjoy and update features and information