Collect tax info from clients in a fraction of the time

Hundreds of accountants are using StanfordTax automated organizers to collect info for 1040, 1120, 1120s, and 1065 returns.

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Works with:

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Delight clients with a StanfordTax smart organizer

Guided experience

Clients answer questions one at a time, and only see questions that are relevant to them.

Easy to submit

Clients submit all answers and documents directly from the browser.

No passwords to remember

You send clients a shareable link. They verify their email to access a secure area.

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

Covers all topics
Each organizer comes with a comprehensive set of questions. See organizers here:

Automatically gathers each client's info

Each client's submission is organized into a PDF organizer with all documents attached.

Documents are categorized & sorted

Client documents are automatically categorized & sorted, and can be viewed directly in the browser.

Personalized to each client

Pre-populate client organizers

Pre-populate organizers with client data by importing data into StanfordTax.

Attach a document checklist

Attach a checklist to a client's organizer based on forms you've received from them in the past.

Attach a note

Attach a personal note to a client's organizer.

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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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