Collect tax info from clients in a fraction of the time
Hundreds of accountants are using StanfordTax automated organizers to collect info for 1040, 1120, 1120s, and 1065 returns.
Delight clients with a StanfordTax smart organizer
Clients answer questions one at a time, and only see questions that are relevant to them.
Easy to submit
Clients submit all answers and documents directly from the browser.
No passwords to remember
You send clients a shareable link. They verify their email to access a secure area.
You'll receive all the info you need to file their return
Automatically gathers each client's info
Each client's submission is organized into a PDF organizer with all documents attached.
Documents are categorized & sorted
Client documents are automatically categorized & sorted, and can be viewed directly in the browser.
Personalized to each client
Pre-populate client organizers
Pre-populate organizers with client data by importing data into StanfordTax.
Attach a document checklist
Attach a checklist to a client's organizer based on forms you've received from them in the past.
Attach a note
Attach a personal note to a client's organizer.
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