StanfordTax
The PDF is simple and intuitive
Clients fill out the PDF directly in the browser.
Clients upload relevant documents as they're filling out the PDF.
Clients do not need to create an account - all they need is your link.
A client's relevant answers are prefilled based on prior years.
A client who wants extra hand-holding can use the guided form option.
You'll have your own branded organizer in under a minute.
Covers all sources of income, deductions and credits, including latest tax rules.
Clients overwhelmingly prefer fillable PDFs over printing out forms.
All of your client organizers and documents are centralized in one place.
No time wasted chasing down documents from clients. You'll get all their info and documents at once.
Easily upload your client documents to SmartVault, Canopy, 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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