StanfordTax

Client intake, workpapers, and tax return delivery for 1040, 1120, 1120S, and 1065 returns.

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AI features

• Client intake organizer
• Workpaper preparation
• Tax return delivery

Pricing

Free for up to 5 returns, then $18 per return. The custom-integration plan is $25+ per return.

Best for

Tax practices that want to stop chasing intake documents.

Sources

• StanfordTax pricing
• Karbon: AI accounting software roundup

Last verified 2026-10-15.