Collect tax info from clients in a fraction of the time
Hundreds of accounting firms use StanfordTax smart folders to help file 1040, 1120, 1065, and 990 returns.
A modern folder built especially
for accountants & their clients
Award winning organizersComes with our 1040, 1120, 1065, and 990 fillable organizers.
Personalize for each clientIntegrated with top tax softwares so you can pre-populate organizers.
Easy to shareJust send each client a secure link to their folder.
Effortless file uploadsClients can drag-and-drop or use buttons built right into the organizer.
Keep files organizedAll uploaded files are automatically categorized and sorted.
Know when it's time to fileGet notified once a client uploads all their info.
All organizers come with
a guided mode
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.