Priya Patel
TLDR:
Hosts Randy Johnston and Brian Tankersley discuss Stanford Tax, an AI-powered portal product that helps streamline tax return preparation by integrating with various tax software platforms, providing personalized questionnaires, generating PDF work papers, and focusing on security. The product offers a free version for up to five returns, with pricing plans available for larger practices.
Summary:
Hosts Randy Johnston and Brian Tankersley discuss Stanford Tax, an AI-powered portal product designed to simplify tax return preparation by leveraging AI to understand clients’ prior year tax data, facilitating data entry, and document submission. The product integrates with various tax software platforms, allowing for seamless transfer of data from prior year returns and presenting them in an interactive format. Additionally, Stanford Tax generates personalized questionnaires, creates PDF work papers, and focuses on security by implementing 256-bit SSL encryption, multi-factor authentication, and undergoing security audits and code reviews.
The product offers a free version for up to five returns, with pricing plans starting at $480 per tax season for 50 returns and additional features such as custom branding and phone support. With a focus on ease of use, integrations with popular tax software platforms, and robust security measures, Stanford Tax aims to streamline the tax return preparation process for CPAs and tax professionals.
