Audience
Tax professionals wanting a solution to reduce manual data collection and document organization, and ensure better, faster client compliance and submission
About StanfordTax
StanfordTax uses AI to automate and streamline tax information collection and organization for accounting firms. It integrates with major tax software (including CCH Axcess, ProSystem fx, UltraTax, Lacerte, ProSeries, Drake, and ProConnect) and imports thousands of clients’ prior-year data quickly. It then generates personalized questionnaires for each client that include prior year numbers, document checklists, and only ask the relevant questions, skipping irrelevant ones. Once clients submit their info and documents, StanfordTax produces a PDF workpaper; documents are automatically categorized, bookmarked, ordered, and client responses are neatly organized. It supports over 30 document types (such as W-2, various 1099s, 1098, etc.). We use the Advanced Encryption Standard (AES 256) to encrypt data at rest and 256-bit SSL encryption to encrypt data in transit.
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Pricing
Starting Price:
$18 per month
Free Version:
Free Version available.
Integrations
Company Information
StanfordTax
Founded: 2021
United States
stanfordtax.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Support
24/7 Live Support
Online