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Automate your tax workflow from intake to delivery
Automate your tax workflow from intake to delivery
Automate your tax workflow from intake to delivery
Generate personalized organizers from your tax software in seconds — then automate everything through delivery.
Generate personalized organizers from your tax software in seconds — then automate everything through delivery.
🏆 2024 Innovation Award
🏆 2024 Innovation Award
🏆 2024 Innovation Award
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AICPA SOC 2
AICPA SOC 2
AICPA SOC 2
Intake
Workpaper
Delivery
Trusted by 800+ accounting firms across the U.S.
Trusted by 800+ accounting firms across the U.S.
Trusted by 800+ accounting firms across the U.S.
One platform for every part of your tax workflow
One platform for every part of your tax workflow
One platform for every part of your tax workflow
Automate client intake, workpaper preparation, and tax return delivery — all in one place.
Automate client intake, workpaper preparation, and tax return delivery — all in one place.
Automate client intake, workpaper preparation, and tax return delivery — all in one place.
01 Intake
Collect everything you need, without the back-and-forth.
01 Intake
Collect everything you need, without the back-and-forth.
01 Intake
Collect everything you need, without the back-and-forth.
Personalized organizers in seconds
Personalized organizers in seconds
Generate personalized questionnaires & checklists right from your tax software.
Generate personalized questionnaires & checklists right from your tax software.
Generate personalized questionnaires & checklists right from your tax software.
Questions adapt to each client
Questions adapt to each client
Clients only see relevant questions, reducing the time and effort it takes to complete their organizer.
Clients only see relevant questions, reducing the time and effort it takes to complete their organizer.
Clients only see relevant questions, reducing the time and effort it takes to complete their organizer.
Just send a link
Just send a link
Clients get started instantly — no accounts, usernames, or passwords required.
Clients get started instantly — no accounts, usernames, or passwords required.
Clients get started instantly — no accounts, usernames, or passwords required.
Always know what’s outstanding
Always know what’s outstanding
Tailored checklists automatically update as clients upload documents, showing you what’s missing in real time.
Tailored checklists automatically update as clients upload documents, showing you what’s missing in real time.
Tailored checklists automatically update as clients upload documents, showing you what’s missing in real time.
Know why documents are missing
Know why documents are missing
Get clear reasons for missing documents, so you can avoid unnecessary back-and-forth.
Get clear reasons for missing documents, so you can avoid unnecessary back-and-forth.
Get clear reasons for missing documents, so you can avoid unnecessary back-and-forth.
Automated reminders
Automated reminders
Put client follow-ups on autopilot with automated reminders and targeted document requests.
Put client follow-ups on autopilot with automated reminders and targeted document requests.
Put client follow-ups on autopilot with automated reminders and targeted document requests.
02 Workpapers
Turn client documents into prep-ready workpapers.
02 Workpapers
Turn client documents into prep-ready workpapers.
02 Workpapers
Turn client documents into prep-ready workpapers.
Auto-assembled workpapers
Auto-assembled workpapers
Turn client documents into standardized, prep-ready workpapers.
Turn client documents into standardized, prep-ready workpapers.
Turn client documents into standardized, prep-ready workpapers.
Automatic bookmarking
Automatic bookmarking
Automatically bookmark and organize tax documents in 1040 order.
Automatically bookmark and organize tax documents in 1040 order.
Automatically bookmark and organize tax documents in 1040 order.
Document diagnostics
Document diagnostics
Catch duplicate files and tax-year mismatches early, before they slow down preparation.
Catch duplicate files and tax-year mismatches early, before they slow down preparation.
Catch duplicate files and tax-year mismatches early, before they slow down preparation.
Smart document splitting
Smart document splitting
Automatically split combined PDFs into individual tax documents in seconds.
Automatically split combined PDFs into individual tax documents in seconds.
Automatically split combined PDFs into individual tax documents in seconds.
Annotations & sign-offs
Annotations & sign-offs
Review, annotate, and sign off on every document in one place.
Review, annotate, and sign off on every document in one place.
Review, annotate, and sign off on every document in one place.
Calculator tapes
Calculator tapes
Add calculations directly to your documents, so reviewers can follow the math.
Add calculations directly to your documents, so reviewers can follow the math.
Add calculations directly to your documents, so reviewers can follow the math.
03 Delivery
Make tax return delivery effortless.
03 Delivery
Make tax return delivery effortless.
03 Delivery
Make tax return delivery effortless.
Tax return summary
Tax return summary
Highlight refunds, balances due, and estimated payments in an easy-to-read summary.
Highlight refunds, balances due, and estimated payments in an easy-to-read summary.
Highlight refunds, balances due, and estimated payments in an easy-to-read summary.
Electronic signatures
Electronic signatures
Collect e-signatures for federal and state authorization forms.
Collect e-signatures for federal and state authorization forms.
Collect e-signatures for federal and state authorization forms.
Organized return packages
Organized return packages
Automatically organize tax returns into client-friendly sections, making them easier to review and understand.
Automatically organize tax returns into client-friendly sections, making them easier to review and understand.
Automatically organize tax returns into client-friendly sections, making them easier to review and understand.
Estimated tax reminders
Estimated tax reminders
Automatically remind clients before each estimated tax payment is due.
Automatically remind clients before each estimated tax payment is due.
Automatically remind clients before each estimated tax payment is due.
K-1 distribution
K-1 distribution
Coming soon
Deliver K-1 packages securely to shareholders and partners with a single click.
Deliver K-1 packages securely to shareholders and partners with a single click.
Deliver K-1 packages securely to shareholders and partners with a single click.
One-click delivery
One-click delivery
Deliver completed tax returns to clients with a single click.
Deliver completed tax returns to clients with a single click.
Deliver completed tax returns to clients with a single click.
Fits the software you use.
Fits the software you use.
Fits the software you use.
Works alongside the tools your firm already uses - so your workflow doesn’t have to change.
Works alongside the tools your firm already uses - so your workflow doesn’t have to change.
Works alongside the tools your firm already uses - so your workflow doesn’t have to change.
TAX PLATFORMS
TAX PLATFORMS
UltraTax
UltraTax
UltraTax
CCH Axcess
CCH Axcess
CCH Axcess
CCH ProSystem fx
CCH ProSystem fx
CCH ProSystem fx
Lacerte
Lacerte
Lacerte
ProSeries
ProSeries
ProSeries
ProConnect
ProConnect
ProConnect
Drake
Drake
Drake
PRACTICE MANAGEMENT TOOLs
PRACTICE MANAGEMENT TOOLs
Karbon
Karbon
Karbon
DEEP INTEGRATION
Canopy
Canopy
Canopy
TaxDome
TaxDome
TaxDome
Financial Cents
Financial Cents
Financial Cents
Firm360
Firm360
Firm360
Qount
Qount
Qount
Double
Double
Double
Anchor
Anchor
Anchor
Built for sensitive tax data
Built for sensitive tax data
Security your clients can count on.
Security your clients can count on.
Security your clients can count on.
Tax returns contain sensitive client information. StanfordTax uses access controls, encryption, and monitoring to help protect it.
Tax returns contain sensitive client information. StanfordTax uses access controls, encryption, and monitoring to help protect it.
Tax returns contain sensitive client information. StanfordTax uses access controls, encryption, and monitoring to help protect it.
Encryption in transit and provider-managed encryption at rest
MFA or Google SSO on critical systems where supported
Object storage on Cloudflare infrastructure
Risk-based vulnerability management with Aikido
Let's run the numbers
Let's run the numbers
Let's run the numbers
From client intake to final delivery, StanfordTax helps accounting teams reduce manual work, create consistent processes, and give clients a clearer experience.
From client intake to final delivery, StanfordTax helps accounting teams reduce manual work, create consistent processes, and give clients a clearer experience.
From client intake to final delivery, StanfordTax helps accounting teams reduce manual work, create consistent processes, and give clients a clearer experience.
90%+ client completion rate
90%+ client completion rate
90%+ client completion rate
Percentage of clients who complete their personalized organizer & document request list.
Percentage of clients who complete their personalized organizer & document request list.
Percentage of clients who complete their personalized organizer & document request list.
75%+ less time organizing tax documents
75%+ less time organizing tax documents
75%+ less time organizing tax documents
Reported reduction in time spent preparing client documents for review.
Reported reduction in time spent preparing client documents for review.
Reported reduction in time spent preparing client documents for review.
800+ tax firms
800+ tax firms
800+ tax firms
Independent practices and multi-office accounting teams across the United States who use StanfordTax.
Independent practices and multi-office accounting teams across the United States who use StanfordTax.
Independent practices and multi-office accounting teams across the United States who use StanfordTax.
97% customer retention
97% customer retention
97% customer retention
Percentage of customers who continue with StanfordTax year after year.
Percentage of customers who continue with StanfordTax year after year.
Percentage of customers who continue with StanfordTax year after year.
Why tax firms choose us
Why tax firms choose us
Why tax firms choose us
Hear from the firms transforming their tax workflow with StanfordTax.
Hear from the firms transforming their tax workflow with StanfordTax.
Hear from the firms transforming their tax workflow with StanfordTax.
“I wish we had implemented it sooner because this has been the organizer and binder of my dreams. It's been amazing for the efficiency and consistency of my team. They love it and so do my clients."
Christine Gervais
Cultivate Consulting
“At a time when other applications have so many bells and whistles that become bloated and even mediocre, it is nice to see a system that is focused on getting one specific, but mission critical, aspect dialed in.”
Kevin Thurman
Dental Ledgers
“At a time when other applications have so many bells and whistles that become bloated and even mediocre, it is nice to see a system that is focused on getting one specific, but mission critical, aspect dialed in.”
Kevin Thurman
Dental Ledgers
Ready for a better tax workflow?
Ready for a better tax workflow?
Ready for a better tax workflow?
Join thousands of accountants who trust StanfordTax to power their practice. Start free, or watch a live walkthrough with our team.
Join thousands of accountants who trust StanfordTax to power their practice. Start free, or watch a live walkthrough with our team.
Join thousands of accountants who trust StanfordTax to power their practice. Start free, or watch a live walkthrough with our team.
No credit card required · Live demo every Thursday, 1PM EST
No credit card required · Live demo every Thursday, 1PM EST
No credit card required · Live demo every Thursday, 1PM EST
© 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.