StanfordTax collects tax information and documents from your clients through smart questionnaires. Once connected to Anchor, every client who approves a proposal with a mapped tax service gets their StanfordTax questionnaire link automatically, and their answers land in your StanfordTax account as a ready binder.
Before you start
You need a StanfordTax account. Creating one is free: go to stanfordtax.com and click Try for free.
Keep your StanfordTax URL handy. Your firm identifier is the part right after app.stanfordtax.com/, for example pinewood-accounting.
Connect StanfordTax
Open Integrations in Anchor
Go to Integrations → Available apps and find StanfordTax under Tax workflow.
Click Connect and enter your firm identifier
Anchor verifies it with StanfordTax as you connect.
Map your services
Mapping tells Anchor which StanfordTax questionnaire to send for each service. You can map services in three ways.
In bulk from the integration page
Go to Integrations → StanfordTax and click Map services.
For each service, choose a StanfordTax return type and a tax year. Several services can share the same return type and tax year.
For a single service in your service library
Find the service in your "Services" page and click "Edit".
Click "Add advanced settings" and find "StanfordTax".
Choose the return type and tax year.
For a single proposal, from the proposal creation page
Open the service in the proposal you want to map.
Click "Add advanced settings" and find "StanfordTax".
Tick Set the StanfordTax return type and tax year.
Choose the return type and tax year.
What your client sees
After your client signs the proposal, they see a StanfordTax link on the confirmation screen. The same link is included in their confirmation email.
Your client clicks the link and enters their email address.
StanfordTax emails them a secure sign-in link.
They complete their personalized tax questionnaire and upload any documents:
They click Submit. Their answers and documents are saved to your StanfordTax account as a ready binder.