StanfordTax
StanfordTax
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The perfect tax workflow has arrived
The perfect tax workflow has arrived
StanfordTax organizers are now deeply integrated into Karbon
StanfordTax organizers are now deeply integrated into Karbon
Generate organizers directly from your tax software
Generate organizers directly from your tax software
Each client gets a document request list and questionnaire that’s personalized especially for them.
Each client gets a document request list and questionnaire that’s personalized especially for them.
Personalized for each client
Personalized for each client
Includes prior year numbers, detailed document checklists, etc.
Includes prior year numbers, detailed document checklists, etc.
Fast & easy to fill out
Fast & easy to fill out
Asks questions one at a time and skips over irrelevant questions.
Asks questions one at a time and skips over irrelevant questions.
Covers all topics
Covers all topics
Covers all sources of income, deductions, and credits for 1040, 1065, 1120, and 1120s returns.
Covers all sources of income, deductions, and credits for 1040, 1065, 1120, and 1120s returns.
Works with all major tax filing software.
ProConnect
CCH Axcess
Lacerte
UltraTax
CCH ProSystem fx
ProSeries
Drake
Clients access organizers directly in their Karbon portal
Clients access organizers directly in their Karbon portal
Avoid a fragmented client experience by putting everything for clients under one roof.
Avoid a fragmented client experience by putting everything for clients under one roof.
Track progress in your Karbon Work Items
Track progress in your Karbon Work Items
Karbon work items are updated in real time as clients upload documents and submit their organizers.
Karbon work items are updated in real time as clients upload documents and submit their organizers.
Get a workpaper for each client designed for tax prep
Get a workpaper for each client designed for tax prep
Documents get organized automatically within an AI-powered binder.
Documents get organized automatically within an AI-powered binder.
Client information feeds right into binder
Client information feeds right into binder
As a client upload documents and answers questions in their organizer, the information feeds right into the binder.
As a client upload documents and answers questions in their organizer, the information feeds right into the binder.
Automated document organization
Automated document organization
Documents are automatically bookmarked, renamed, and sorted in tax return order.
Documents are automatically bookmarked, renamed, and sorted in tax return order.
Keeps track of missing documents
Keeps track of missing documents
Every binder comes with a checklist that updates automatically as clients upload documents and tells you what's missing.
Every binder comes with a checklist that updates automatically as clients upload documents and tells you what's missing.
Integrate StanfordTax with Karbon in three easy steps
Integrate StanfordTax with Karbon in three easy steps
Add StanforTax organizers to your Karbon for Clients Portals in a few easy steps.
Add StanforTax organizers to your Karbon for Clients Portals in a few easy steps.
1
Create free StanfordTax account
Create free StanfordTax account
2
StanfordTax will generate an organizer for each client
StanfordTax will generate an organizer for each client
3
Connect StanfordTax to your Karbon account
Connect StanfordTax to your Karbon account
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© 2023 StanfordTax. All rights reserved.
Product
Security
Upcoming office hours
FAQ
Login
Resources
StanfordTax Academy
Terms & Conditions
Privacy Policy
Contact
Contacts
222 Broadway, New York NY 10032
Send Email