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Get organized for tax season with StanfordTax & Karbon

Tax season is getting harder every year, but it doesn’t have to feel that way.

In this video, Karbon and StanfordTax reveal how AI-powered organizers and binders help your firm get truly set up for success by simplifying document collection, improving prep accuracy, and reducing stress for your whole team.

You’ll see how leading firms are using Karbon and StanfordTax together to:

  • Automatically generate personalized client organizers in bulk with AI

  • Keep every document, task, and review step connected

  • Eliminate hours of manual prep and review

  • Create a calmer, more efficient tax season with complete workflow visibility

See why forward-thinking tax firms are getting organized with Karbon and StanfordTax, making tax season simpler, smarter, and far less stressful.

Matt Delaney
Strategic Customer Success Manager, Karbon

Matt is a strategic customer success leader with 7+ years of experience spanning technology, media, and SaaS. Known for his consultative approach and relationship-first mindset, he helps mid-market and enterprise clients achieve meaningful outcomes. At Karbon, he empowers accounting firms to scale efficiently through partnership, innovation, and customer excellence.

Dan Berenholtz
Co-Founder & CEO, StanfordTax

Dan Berenholtz is the CEO & Co-Founder of StanfordTax. Dan began his career at the IRS in Washington, D.C. and later attended graduate school at Stanford University, where he developed a passion for technology and automation. Today, Dan is focused on applying engineering principles and artificial intelligence to automate manual processes within the accounting industry.

Bernard N. Ackerman
Founder, BNA CPAs & Advisors

Bernie is the founder of BNA CPA. He has been a certified public accountant in South Carolina since January, 1976 and in North Carolina since November, 1977. In addition to being a CPA, Bernie is also a Certified Financial Planner and a Certified Financial Specialist.

Stuart King
Senior Product Manager, Karbon

Stuart works alongside Amelia and Dave in product at Karbon. With a technical bent, his focus is extending the capabilities of Karbon though integrations to other partnering products and our public API.

Get organized for tax season with StanfordTax & Karbon | Karbon Magazine