Stanford Tax offers a game-changing approach to gathering tax information for accounting firms, streamlining the collection process and improving accuracy. In a recent post Intuit Connect App Academy, Stanford Tax demonstrated how its solution eliminates the typical hassles of missing information, follow-up emails, and delays. This innovative tool transforms tax preparation, allowing firms to focus on strategic advising and deepening client relationships.
Key Features of Stanford Tax
Seamless Integration with Tax Software: Stanford Tax connects with popular tax filing software such as CCH Access, ProSystem, Drake, Lacerte, ProSeries, UltraTax, and ProConnect. It automatically pulls data from the previous tax year to personalize questionnaires and checklists for each client.
Automated Questionnaires and Work Papers: Leveraging last year’s data, Stanford Tax creates customized questionnaires that clients complete online. Once submitted, a PDF work paper is generated, organizing all the client’s information and uploads, saving time and reducing errors.
User-Friendly Client Experience: Clients receive personalized questionnaires tailored to their unique tax situation. This individualized approach enhances the client’s sense of care and attention, increasing completion rates and reducing the need for follow-up.
Real-Time Document Processing and Checklists: Stanford Tax automatically categorizes uploaded documents and marks checklist items as complete, helping firms keep track of each client’s submission status in real-time. Missing documents are flagged, and clients can provide reasons for incomplete submissions.
Comprehensive Work Papers: The work paper combines checklists, organizer information, and uploaded documents into a centralized PDF. The organizer includes bookmarks, prior-year numbers, and client notes, making it easy to navigate and reference throughout the preparation process.
Why Stanford Tax?
Stanford Tax simplifies the tax preparation process, giving firms and clients a smoother, more efficient experience. By automating repetitive tasks, it allows accountants to focus on high-value client interactions and advisory services. Plus, it enables firms to deliver a seamless, professional client experience, enhancing trust and client satisfaction.
Watch the post Intuit Connect App Academy replay to see how Stanford Tax can transform your tax process, saving time and enhancing your client advisory services. Discover the full potential of streamlined tax preparation today.
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