Collect tax info from clients in a fraction of the time

Hundreds of accountants are using StanfordTax smart organizers to help file 1040, 1120, 1065, and 990 returns.

Book Demo

Works with:

atx logoaxcess logodrake logoultratax logoatx logoatx logoatx logo

Delight clients with a StanfordTax smart organizer

Guided experience

Smart organizers come with both a guided and fillable PDF option.

Specialized by return type

Each organizer is specialized for the client's return type: 1040, 1120, 1065, 990.

Easy to share

Each organizer has its own unique shareable link.

You'll receive all the info you need to file their return

Eliminates need to chase clients

You’ll get notified as soon as a client submits all their info.

Keeps files organized

All uploaded documents are automatically categorized and sorted.

Seamless viewing experience

View documents right from the browser or download them to your computer.

Organizers can be personalized for each client

Import data from tax softwares

Pre-populate organizers by importing client data from one of seven supported tax softwares.

Import data using a custom CSV

Pre-populate organizers using a custom csv.

Additional personalization

You can add notes or create a checklist for clients before sending them their organizer.

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

Book Demo