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Streamline How Your Firm Collects Tax Info: StanfordTax Online Organizer Demo

STREAMLINE HOW YOUR FIRM COLLECTS TAX INFO: STANFORDTAX ONLINE ORGANIZER DEMO

PLEASE NOTE THIS COURSE IS SPECIFICALLY DESIGNED FOR PARTNERS AND OWNERS OF CPA FIRMS.
Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 8, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

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

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Dan Berenholtz is the CEO & co-founder of StanfordTax. Dan started his career working at the IRS in Washington DC over a decade ago. He later attended graduate school at Stanford University, where he developed a passion for technology and automation. Today Dan is focused on applying engineering principles and artificial intelligence to automate manual processes within the accounting industry.

About Our Presenter

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StanfordTax’s mission is to empower accountants & and tax preparers to automate all manual steps of their workflow. Accountants using StanfordTax have reported an average time saving of 50% per client.