About StanfordTax
StanfordTax attacks the least glamorous part of tax season: collecting and organizing client documents. Its AI classifies and sorts more than 30 types of incoming source documents — W-2s, 1099s, K-1s — into bookmarked, organized PDF workpapers, and generates a personalized organizer for each client.
It plugs into the professional stack firms already run: CCH Axcess, UltraTax, Lacerte, ProSeries, Drake, ProConnect, and practice tools like Karbon.
AI document classification sorts 30+ types of client tax documents into organized, bookmarked workpapers and builds personalized client tax organizers automatically.
Highlights
- Handles W-2s, 1099s, K-1s, and 30+ other source-document types
- Integrates with CCH Axcess, UltraTax, Lacerte, ProSeries, Drake, and ProConnect
- Added AI-generated client organizers in December 2023
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