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:
StanfordTax
Co-Founder
[email protected]
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.