Cut the time spent per client by over 50% without losing the personal touch
Trusted by accounting firms across the United States
Watch our product demo below.
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 softwares
Integrates with CCH Axcess, CCH Prosytem fx, UltraTax, Lacerte, ProSeries, Drake, and ATX.
StanfordTax generates a personalized questionnaire for each client.
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