The perfect tax workflow has arrived
StanfordTax organizers are now deeply integrated into Karbon
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.
Works with all major tax filing software.
ProConnect
CCH Axcess
Lacerte
UltraTax
CCH ProSystem fx
ProSeries
Drake
Client information feeds right into binder
As a client upload documents and answers questions in their organizer, the information feeds right into the binder.
Automated document organization
Documents are automatically bookmarked, renamed, and sorted in tax return order.
Keeps track of missing documents
Every binder comes with a checklist that updates automatically as clients upload documents and tells you what's missing.
1
Create free StanfordTax account
2
StanfordTax will generate an organizer for each client
3
Connect StanfordTax to your Karbon account
