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features
design
support

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Description

As a leading innovator and producer in our industry for many years, we sometimes face criticism from those who aspire to our position. A message I discovered years ago resonates with me, providing continual inspiration whenever I revisit it. At Drake Illusion, we recognize your ambition to excel in your own field, whatever it may be, and we extend our best wishes for your journey ahead. We hope that you find as much value in this poem as we have, as it serves as a reminder of the importance of perseverance. Over the years, Drake Illusion has consistently set the standard for professional quality across various sectors, from custom software development to retail. Our carefully selected range of thoroughly tested software and products is designed to meet your unique needs, reflecting our commitment to enhancing your experience in every way possible. Together, we can continue to push the boundaries of excellence in our respective fields.

Description

StanfordTax leverages artificial intelligence to enhance and simplify the collection and organization of tax information for accounting firms. It seamlessly integrates with leading tax software solutions, such as CCH Axcess, ProSystem fx, UltraTax, Lacerte, ProSeries, Drake, and ProConnect, allowing for the rapid importation of prior-year data for thousands of clients. The platform then crafts tailored questionnaires for each client, incorporating prior year figures, document checklists, and only posing pertinent questions while bypassing those that are not relevant. After clients provide their information and necessary documents, StanfordTax generates a comprehensive PDF workpaper, where documents are systematically categorized, bookmarked, and ordered, while client responses are meticulously structured. It accommodates over 30 different document types, including W-2 forms, various 1099s, and 1098s, ensuring a wide range of tax documentation is supported. Furthermore, to ensure data security, we implement the Advanced Encryption Standard (AES 256) for encrypting data at rest, alongside 256-bit SSL encryption for the protection of data during transmission, thereby maintaining the integrity and confidentiality of client information. With these advanced features, StanfordTax not only optimizes the workflow for accounting professionals but also enhances the overall client experience.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

CCH Axcess Tax
CCH ProSystem fx
Drake Tax
Intuit ProSeries Tax
Lacerte
ProConnect Tax
UltraTax CS

Integrations

CCH Axcess Tax
CCH ProSystem fx
Drake Tax
Intuit ProSeries Tax
Lacerte
ProConnect Tax
UltraTax CS

Pricing Details

$1,000 per month
Free Trial
Free Version

Pricing Details

$18 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Drake Illusion

Country

United States

Website

www.drakeillusion.com

Vendor Details

Company Name

StanfordTax

Founded

2021

Country

United States

Website

stanfordtax.com

Product Features

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Product Features

Corporate Tax

Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Alternatives

Drake Tax Reviews

Drake Tax

Drake Software

Alternatives

UltraTax CS Reviews

UltraTax CS

Thomson Reuters
Twice Reviews

Twice

TWICE COMMERCE
CCH Axcess Tax Reviews

CCH Axcess Tax

Wolters Kluwer
Illusions Reviews

Illusions

Illusions Online