Automate every client touchpoint in the tax prep lifecycle
StanfordTax cuts the time spent per client by over 50% - guaranteed or your money back
2Client QuestionnaireLearn More
4Tax Return Delivery
StanfordTax integrates with your tax software to personalize each client's experience.
We provide a branded engagement letter.
Authored by lawyers & CPAs and backed by liability insurance companies.
Easy for clients to e-sign
Clients sign the letter in two clicks.
Branded for your firm
Comes with a branded letterhead.
Your clients submit their tax info & documents through a personalized questionnaire.
Easy & fast for clients
Asks questions one at a time and skips over irrelevant questions.
Personalized for each client
Uses integration with your tax filing software to prepopulate info, generate checklists, and show prior year numbers.
You get a workpaper for each client with all the info & documents you'll need to prepare their return.
Workpapers are generated using questionnaire responses & uploads.
Organizes a client's info & documents
Info & documents are automatically categorized and sorted in IRS-filing order.
Easy to share with team members
Invite team members to view workpapers.
Tax Return Delivery
Deliver the return and collect e-file signatures with ease.
Just upload the full return from your tax software and we’ll separate the various components for a simple client experience.
Clients get notified with a direct link to review the return.
IRS compliant signatures
Clients sign their e-file authorization forms using knowledge based authentication (KBA).
Security is our top priority
We use the Advanced Encryption Standard (AES 256) to encrypt data at rest and 256-bit SSL encryption to encrypt data in transit. Learn more