AI is working its way into tax season to help us become more efficient. See how #Stanford Tax is changing the game in Jason Staats’ review:
About us
StanfordTax is a leader in AI-driven tax automation and was the 2024 winner of the CPA Practice Advisor Innovation Award.
- Website
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www.stanfordtax.com
External link for StanfordTax, Inc.
- Industry
- Accounting
- Company size
- 2-10 employees
- Type
- Privately Held
Employees at StanfordTax, Inc.
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Dan Berenholtz
Co-founder and CEO @ StanfordTax
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Doron Berenholtz
Passionate Tech Sales Professional | Proven Track Record in B2B Sales & Relationship Management
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Idan Baum
Tech Sales & GTM Leadership | Scaling Hyper-Growth SaaS | Disruptive Innovation Evangelism | Investor & Advisor
Updates
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Hate chasing documents from your clients? What if 80% of your clients completed the tax intake process independently (answering all questions and uploading all documents)? Here's how we help firms tame document chaos during tax season: ➡ Integrations with all major tax software. This allows us to instantly create personalized questionnaires and document request lists for each client, plus add unique reminders throughout the process to help them along. ➡ Automatic email reminders. Quickly set up automated reminders to prompt your clients to add missing information. ➡ No additional login. We use an email verification process so your clients don't have to keep track of another portal login. You can use StanfordTax with any PM or Portal solution you have. Watch a quick demo to see how StanfordTax can help your firm have a better tax season: https://lnkd.in/g5dGsSZE
40 Under 40 CPA Practice Advisor | Top 50 Women in Accounting | Helping B2A (Business to Accountant) companies and accounting firms increase their impact, influence, and income through leadership marketing. 👇
How many times have you had to chase clients for missing documents, just to barely file their taxes by the deadline? Be honest: You’ve been there—too many times. You’re halfway through a return, only to realize key information is missing. The follow-ups. The chasing. It’s a time killer. But those days are over when you use the right technology. StanfordTax, Inc. integrates directly with your tax software, generating personalized questionnaires for each client. No more incomplete info. No more chasing. Just streamlined client collaboration. Easily send out a tailored questionnaire, and get everything back in an organized workpaper, ready to go. If you’re looking for a smoother 2025 tax season, this app should be on your radar! What software solutions are you evaluating to level up next year? Share below. #Accountingandaccoutants
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Tax season is already hectic—don’t let collecting client info add to your stress. Join us on November 6 for an exclusive session with StanfordTax at Intuit App Academy. Here’s what’s in it for you: ✅ Automated client questionnaires: StanfordTax leverages prior-year data to generate personalized questionnaires, ensuring you have everything you need to prepare returns without chasing clients. ✅ Streamlined tax workflows: Save time and reduce stress by automating the collection process, allowing you to focus on providing high-value advisory services. ✅ Maximize efficiency: Spend less time on back-and-forth communication and more time growing your practice. This isn’t just about tax prep; it’s about freeing up your time so you can focus on expanding your client relationships and services. Ready to make tax season smoother and more efficient? 🔗 https://hubs.ly/Q02WWJGb0 📆 Wednesday, Nov 6 @ 12:30 ET / 11:30 CT