Audience

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

About StanfordTax

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.

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Pricing

Starting Price:
$18 per month
Free Version:
Free Version available.

Integrations

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Ratings/Reviews

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features 0.0 / 5
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Company Information

StanfordTax
Founded: 2021
United States
stanfordtax.com

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Support
24/7 Live Support
Online

StanfordTax Frequently Asked Questions

Q: What kinds of users and organization types does StanfordTax work with?
Q: What languages does StanfordTax support in their product?
Q: What kind of support options does StanfordTax offer?
Q: What other applications or services does StanfordTax integrate with?
Q: What type of training does StanfordTax provide?
Q: How much does StanfordTax cost?

StanfordTax Product Features

Corporate Tax

Data Verification
For Nonprofits
Data Import / Export
Electronic Filing
Payroll & Employer Forms
K-1 Reporting
Compliance Management
For Partnerships
Exception Notification
Status Tracking
Tax Planning

Tax Practice Management

Approval Process Control
Workflow Management
Billing & Invoicing
Client Management
Due Date Tracking
Document Management
Tax Filing
Tax Forms
Scenario Planning
Client Portal