Save Time This Tax Season with Tax Intake Software and More!
Dear Accounting Professionals,
Tax season is fast approaching, and we all know how overwhelming it can get.
Chasing down documents, sending reminders, and managing client intake can consume countless hours. Reclaiming your time this season isn't about upgrading your tax prep software, it's about enhancing your tax intake process.
Upgrade Your Tax Intake Process
Say goodbye to outdated paper organizers and endless email threads. Tax intake software like Stanford Tax transforms how you collect documents and information from clients by:
Automating document requests.
Offering real-time tracking of client submissions.
Customizing requests based on each client's specific data.
Top Features That Make Tax Intake Software Essential
1. Bulk Collection Instead of One-by-One Chasing
Stop spending hours emailing clients individually. With Stanford Tax, you can:
Generate checklists and questionnaires for all clients with a few clicks.
Monitor who has opened, completed, or partially submitted their documents.
2. Real-Time Monitoring of Client Progress
Get a clear overview of where all your clients stand:
See which checklists are completed.
Track outstanding items at a glance.
Identify bottlenecks early to allocate resources effectively.
3. Customized Document Requests
Avoid confusing clients with generic requests. Stanford Tax tailors requests based on prior-year data:
Automatically prompts clients for specific documents like 1099-DIVs if they had dividend income last year.
Allows clients to mark accounts as closed or irrelevant.
4. Seamless Updates Without Disruption
Clients often provide additional documents over time. With Stanford Tax:
Clients can revisit the platform anytime to upload missing documents.
The software updates checklists automatically.
Team members can add documents to ensure a consistent workflow.
How It Works: A Quick Overview
Add a Client: Generate a customized checklist based on prior-year data.
Send Requests: Preview or customize questionnaires, then send via email with auto-reminders.
Client Submission: Clients receive a personalized request list to upload documents and answer questions.
Track Progress: Monitor all client statuses from your dashboard.
Download Bundled Files: Once complete, download a fully bookmarked PDF with all client files.
Why Choose Tax Intake Software Over Practice Management Systems
While practice management systems promise updates, they often fall short on tax-specific needs:
Features may be too generic or underdeveloped.
Dedicated tools like Stanford Tax are purpose-built for maximum efficiency.