StanfordTax
A tax organizer that saves you time and delights your clients
Fillable PDF
Most accountants and their clients prefer our Fillable PDF.
Share your branded link with clients.
Your clients will fill out the PDF right in the browser with a button to submit it.
You'll get all their info at once so you can file their return with ease.
Why clients love it
Fast & easy to fill out
The PDF is simple and intuitive
No need to print anything
Clients fill out the PDF directly in the browser.
Easy to upload documents
Clients upload relevant documents as they're filling out the PDF.
No logins or passwords are needed
Clients do not need to create an account - all they need is your link.
Pre-filled for returning clients
A client's relevant answers are prefilled based on prior years.
Provides guidance
A client who wants extra hand-holding can use the guided form option.
Why accountants love it
Quick and easy to setup
You'll have your own branded organizer in under a minute.
Comprehensive set of questions
Covers all sources of income, deductions and credits, including latest tax rules.
Make your clients happy
Clients overwhelmingly prefer fillable PDFs over printing out forms.
Keep things organized
All of your client organizers and documents are centralized in one place.
Save time
No time wasted chasing down documents from clients. You'll get all their info and documents at once.
Compatible with other software
Easily upload your client documents to SmartVault, Canopy, etc.
Security you can trust
We use the Advanced Encryption Standard (AES 256) to encrypt data at rest and 256-bit SSL encryption to encrypt data in transit.
Get Fillable PDF