Stanfordtax
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Overview
Tagline Brand's website · 2026-10-04
A single platform covering the entire tax workflow (intake, workpapers, delivery), deep integrations with major tax software and practice management tools, high client completion rates (90%+), significant time reduction in document organization (75%+), and robust security features (AICPA SOC 2, encryption, MFA).
Description Brand's website · 2026-10-04
StanfordTax automates the entire tax workflow for accounting firms, from client intake and workpaper preparation to tax return delivery, simplifying processes and enhancing client experience.
Offerings
Core capabilities Brand's website · 2026-10-04
- A unified platform for tax workflow automation
- including personalized client organizers
- automated workpaper assembly
- document diagnostics
- smart document splitting
- electronic signatures for federal and state forms
- organized return packages
- and estimated tax reminders.
Pricing Brand's website · 2026-10-04
Subscription-based with a free trial option.
Audience
Target industry Brand's website · 2026-10-04
Accounting firms across the U.S., including independent practices and multi-office accounting teams.
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Claim Stanfordtax — free →Page last updated 2026-10-04.