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ease
features
design
support

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Description

Streamlining the collection and processing of tax data within your organization can greatly enhance efficiency, enabling you to devote more time to strategic initiatives that drive growth. Longview Tax empowers you to leverage tax data effectively, revealing essential insights that inform your decision-making processes. By automating tax data management from a centralized source, you can simplify tax operations, instill greater confidence in your data integrity, and minimize operational costs and associated risks. This automation eliminates the need for your tax team to rely on manual transfers from the finance department, which often delays the consolidation of book income. As a result, you experience a significant reduction in time spent on manual tasks, allowing your team to operate with increased agility and speed up the tax completion timeline, all while enhancing your department's independence. This transformation not only optimizes resources but also positions your organization to respond proactively to tax-related challenges.

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

Acumatica Cloud ERP
Anaplan
Autopart
CCH ProSystem fx
CMiC
CSC Corptax
Deltek Ajera
Epicor iScala
Fiserv
Gems
Infor CloudSuite ERP
Infor CloudSuite Financials
Intuit ProSeries Tax
Mitchell Humphrey FMS
Oracle Hyperion
ProConnect Tax
SAP HANA
Spokane System
Tyler Public Safety Pro
Xero

Integrations

Acumatica Cloud ERP
Anaplan
Autopart
CCH ProSystem fx
CMiC
CSC Corptax
Deltek Ajera
Epicor iScala
Fiserv
Gems
Infor CloudSuite ERP
Infor CloudSuite Financials
Intuit ProSeries Tax
Mitchell Humphrey FMS
Oracle Hyperion
ProConnect Tax
SAP HANA
Spokane System
Tyler Public Safety Pro
Xero

Pricing Details

No price information available.
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

insightsoftware

Founded

2000

Country

United States

Website

insightsoftware.com/longview/longview-tax/

Vendor Details

Company Name

StanfordTax

Founded

2021

Country

United States

Website

stanfordtax.com

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

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

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