Client intake is one of the most time-consuming parts of tax season - but it doesn't have to be. Join this live demo to see how StanfordTax uses AI to automate organizers, document collection, questionnaires, and client follow-up, helping firms save time while delivering a better client experience.
About the solution
StanfordTax is an AI-powered tax workflow platform that automates client intake, workpaper preparation, and tax return delivery. Trusted by 1,000+ accounting firms, StanfordTax helps firms save time, reduce administrative work, and deliver a better client experience.
