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StanfordTax
StanfordTax
StanfordTax
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
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
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
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
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
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.
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
Clients access organizers directly in their Karbon portal
Avoid a fragmented client experience by putting everything for clients under one roof, without any additional logins.
Avoid a fragmented client experience by putting everything for clients under one roof, without any additional logins.
Avoid a fragmented client experience by putting everything for clients under one roof, without any additional logins.
Track progress in your Karbon Work Items
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.
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
Get a workpaper for each client designed for tax prep
Client documents and tax info are automatically fed into an AI-powered binder.
Client documents and tax info are automatically fed into an AI-powered binder.
Client documents and tax info are automatically fed into an AI-powered binder.
Client organizer and binder stay in sync automatically
Client organizer and binder stay in sync automatically
Client organizer and binder stay in sync automatically
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.
As a client upload documents and answers questions in their organizer, the information feeds right into the binder.
Automated document organization
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.
Documents are automatically bookmarked, renamed, and sorted in tax return order.
Comes with AI-powered live checklist
Comes with AI-powered live checklist
Comes with AI-powered live checklist
The checklist updates automatically as files are uploaded so you always know what’s been submitted and what’s still missing.
The checklist updates automatically as files are uploaded so you always know what’s been submitted and what’s still missing.
The checklist updates automatically as files are uploaded so you always know what’s been submitted and what’s still missing.
Integrate StanfordTax with Karbon in three easy steps
Integrate StanfordTax with Karbon in three easy steps
Integrate StanfordTax with Karbon in three easy steps
1
Create free StanfordTax account
2
StanfordTax will generate organizers from tax software
3
Connect StanfordTax to your Karbon account
Connect StanfordTax to your Karbon account
coming soon
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