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Description
Efficiently oversee branded accounts for countless clients using a professional and user-friendly email marketing platform. The application provides all the necessary tools to craft impactful and captivating email campaigns tailored for both you and your clients. Client accounts can be systematically organized, while access can be securely managed to ensure control over usage. With an impressive uptime of over 99.9% each year, Instiller also offers real-time status updates for all services. Personalization of designs is straightforward, utilizing simple merge tags to enhance customization. Additionally, there are convenient options for formatting outputs and establishing fallback values to address any data gaps. Comprehensive real-time reporting offers in-depth insights, enabling marketers to discern what drives the success of their campaigns and identify any potential challenges that may impede performance, ultimately empowering them to optimize their strategies effectively. This robust tool is designed to elevate your email marketing efforts to unprecedented heights.
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
Integrations
Apteco Orbit
BlueVenn
CCH Axcess Tax
CCH ProSystem fx
Drake Tax
Facebook
Fresh Relevance
Google Analytics
Google Docs
Intuit ProSeries Tax
Integrations
Apteco Orbit
BlueVenn
CCH Axcess Tax
CCH ProSystem fx
Drake Tax
Facebook
Fresh Relevance
Google Analytics
Google Docs
Intuit ProSeries Tax
Pricing Details
$243.75 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
Instiller
Founded
2004
Country
United Kingdom
Website
instiller.co.uk
Vendor Details
Company Name
StanfordTax
Founded
2021
Country
United States
Website
stanfordtax.com
Product Features
Email Marketing
A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor
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
