Generate smart organizers in minutes, personalized for each client directly from your tax software
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Trusted by accounting firms across the United States
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StanfordTax leverages AI to understand your clients' prior year tax data.
Fast & simple integration
Import thousands of clients in under 10 minutes.
Supports all major tax software
Integrates with CCH Axcess, CCH Prosytem fx, UltraTax, Lacerte, ProSeries, Drake and ProConnect.
StanfordTax generates a personalized questionnaire for each client.
Personalized for each client
Includes prior year numbers, detailed document checklists, etc.
Fast & easy to fill out
Asks questions one at a time and skips over irrelevant questions.
Covers all topics
Covers all sources of income, deductions, and credits for 1040, 1065, 1120, and 1120s returns.
Once a client submits their info & documents, StanfordTax generates an organized workpaper.
Documents are automatically categorized
Workpaper is bookmarked and ordered so that documents are easy to find.
Client responses are automatically organized
Every workpaper comes with our top-rated organizer, which includes all responses provided by the client.
Supports 30+ document types
W-2
W-2G
1099-INT
1099-DIV
1099-G
K-1
1099-R
1099-K
1099-MISC
1099-NEC
1095-A
1099-S
1098
1098-E
1098-T
More...
Product Demo
Testimonials
“ We are incredibly appreciative of the professional guidance & services we received from StanfordTax and are very excited about their new UltraTax integration for tax year 2023.
Michael Green
Valley Tax Advisors, Bethlehem PA
“ My clients have said great things about the StanfordTax organizer, and the number of clients who submitted their info on time this tax season was much higher because of it.
Bret McMillan
Bret Mcmillan CPA, Oceanside CA
“ StanfordTax has reduced the time we spend on data collection & organization by over 75%. Their integration with Drake automates so much of the manual work.
Daniel Ayzenberg
Ayzenberg Consulting, New York NY
“ StanfordTax’s wonderful organizer made it much easier for me to work with my clients virtually. My clients loved the ease of use and it freed up my valuable & limited time.
Carolyn West
Income Tax Shoppe, Dallas TX
“ StanfordTax has brought a new perspective to an old process, and has resulted in a more efficient process for me and my staff. And they integrate with Lacerte!
Kyle Weseley
Wesely & Wesely, Minnetonka MN
“ StanfordTax is a key component of my tax preparation business! It’s easy to use for both me and my clients and has saved me countless hours of searching for client information.
Kyle Koller
Koller Consulting, Murfreesboro TN
Security is our top priority
StanfordTax is SOC 2 compliant. 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.