Join this exclusive demo webinar designed specifically for firm owners and partners to learn how StanfordTax can help your firm collect tax info from clients more efficiently. Discover how StanfordTax seamlessly integrates with your tax software to generate personalized organizers using clients' prior year data. Explore the online organizer and see why clients love the user experience. Explore the PDF workpapers that StanfordTax generates once a client submits all their info. By the end of this webinar, you will have the knowledge and skills to efficiently collect tax information from clients while still maintaining a personal touch.

Learning Objectives:

• Define how StanfordTax enhances the efficiency of tax information collection for you and your staff


• Identify the key features of StanfordTax that improve the client experience


• Recognize how StanfordTax utilizes prior year data to personalize organizers for each client


• Determine how StanfordTax seamlessly fits into your firm's workflow