Automate every client touchpoint in the tax prep lifecycle

StanfordTax cuts the time spent per client by over 50% - guaranteed or your money back

StanfordTax Suite

Engagement Letter
Client QuestionnaireLearn More
Preparer Workpaper
Tax Return Delivery

StanfordTax integrates with your tax software to personalize each client's experience.

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Engagement Letter

We provide a branded engagement letter.

Professionally written
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.

Client Questionnaire

Your clients submit their tax info & documents through a personalized questionnaire.

Covers all topics & documents
Preview questionnaires here:
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.

Preparer Workpaper

You get a workpaper for each client with all the info & documents you'll need to prepare their return.

Generated automatically
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.

Automated assembly
Just upload the full return from your tax software and we’ll separate the various components for a simple client experience.
Easy delivery
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 lock

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

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