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 organizers

    Comes with our 1040, 1120, 1065, and 990 fillable organizers.

  • Personalize for each client

    Integrated with top tax softwares so you can pre-populate organizers.

  • Easy to share

    Just send each client a secure link to their folder.

  • Effortless file uploads

    Clients can drag-and-drop or use buttons built right into the organizer.

  • Keep files organized

    All uploaded files are automatically categorized and sorted.

  • Know when it's time to file

    Get notified once a client uploads all their info.

All organizers come with
a guided mode

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.