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The perfect tax workflow has arrived
The perfect tax workflow has arrived
The perfect tax workflow has arrived
StanfordTax organizers are now deeply integrated into Karbon — one portal for clients, real-time status for your team.
StanfordTax organizers are now deeply integrated into Karbon — one portal for clients, real-time status for your team.
StanfordTax organizers are now deeply integrated into Karbon — one portal for clients, real-time status for your team.
Free to start · No credit card required
Free to start · No credit card required
Free to start · No credit card required
ORGANIZERS
ORGANIZERS
ORGANIZERS
Generate organizers directly from your tax software
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.
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, and notes tailored to each client.
Includes prior year numbers, detailed document checklists, and notes tailored to each client.
Includes prior year numbers, detailed document checklists, and notes tailored to each client.
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.
Asks questions one at a time and skips over irrelevant questions.
Covers all topics
Covers all topics
Every source of income, deductions, and credits for
Every source of income, deductions, and credits for
Every source of income, deductions, and credits for
1040
1065
1120
1120-S
Works with all major tax filing software.
Works with all major tax filing software.
Works with all major tax filing software.
UltraTax
UltraTax
UltraTax
CCH ProSystem fx
CCH ProSystem fx
CCH ProSystem fx
ProSeries
ProSeries
ProSeries
ProConnect
ProConnect
ProConnect
CCH Axcess
CCH Axcess
CCH Axcess
Lacerte
Lacerte
Lacerte
Drake
Drake
Drake
INSIDE KARBON
INSIDE KARBON
One portal for clients. Real-time status for your team.
One portal for clients. Real-time status for your team.
One portal for clients. Real-time status for your team.
Everything stays under one roof — for both sides of the engagement.
Everything stays under one roof — for both sides of the engagement.
Everything stays under one roof — for both sides of the engagement.
Clients open organizers right in their Karbon portal
No fragmented experience, no additional logins.
Karbon Work Items update in real time
Clients open organizers right in their Karbon portal
No fragmented experience, no additional logins.
Karbon Work Items update in real time
Clients open organizers right in their Karbon portal
No fragmented experience, no additional logins.
Karbon Work Items update in real time
WORKPAPERS
WORKPAPERS
A binder for each client, designed for tax prep.
A binder for each client, designed for tax prep.
A binder for each client, designed for tax prep.
Client documents and answers feed straight into an AI-powered binder.
Client documents and answers feed straight into an AI-powered binder.
Client documents and answers feed straight into an AI-powered binder.
Organizer and binder stay in sync
Organizer and binder stay in sync
As clients upload documents and answer questions, everything flows into the binder automatically.
As clients upload documents and answer questions, everything flows into the binder automatically.
As clients upload documents and answer questions, everything flows into the binder automatically.
Automated document organization
Automated document organization
Bookmarked, renamed, and sorted in tax return order.
Bookmarked, renamed, and sorted in tax return order.
Bookmarked, renamed, and sorted in tax return order.
AI-powered live checklist
AI-powered live checklist
Updates as files arrive — you always know what's in and what's missing.
Updates as files arrive — you always know what's in and what's missing.
Updates as files arrive — you always know what's in and what's missing.
Integrate StanfordTax with Karbon in three easy steps
Integrate StanfordTax with Karbon in 3 easy steps
Integrate StanfordTax with Karbon in three easy steps
Join 2000+ accountants that trust StanfordTax to power their practice — start free, or watch a live walkthrough with our team
Join 2000+ accountants that trust StanfordTax to power their practice — start free, or watch a live walkthrough with our team
Join 2000+ accountants that trust StanfordTax to power their practice — start free, or watch a live walkthrough with our team
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Create a free StanfordTax account
Create a free StanfordTax account
No credit card required — start with your next client.
No credit card required — start with your next client.
No credit card required — start with your next client.
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2
Generate organizers from your tax software
Generate organizers from your tax software
Upload a backup file — StanfordTax builds a personalized organizer for every client.
Upload a backup file — StanfordTax builds a personalized organizer for every client.
Upload a backup file — StanfordTax builds a personalized organizer for every client.
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Connect StanfordTax to your Karbon account
Connect StanfordTax to your Karbon account
Organizers appear in client portals, Work Items sync automatically.
Organizers appear in client portals, Work Items sync automatically.
Organizers appear in client portals, Work Items sync automatically.
No credit card required · Live demo every Thursday, 19:00 CEST
No credit card required · Live demo every Thursday, 19:00 CEST
No credit card required · Live demo every Thursday, 19:00 CEST
© 2026 StanfordTax, Inc. All rights reserved.
Third-party trademarks belong to their respective owners. StanfordTax is not affiliated with, sponsored by, or endorsed by them unless otherwise stated.
© 2026 StanfordTax, Inc. All rights reserved.
Third-party trademarks belong to their respective owners. StanfordTax is not affiliated with, sponsored by, or endorsed by them unless otherwise stated.
© 2026 StanfordTax, Inc. All rights reserved.
Third-party trademarks belong to their respective owners. StanfordTax is not affiliated with, sponsored by, or endorsed by them unless otherwise stated.