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.
Works with:
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 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