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Webinar

Get organized for tax season with StanfordTax & Karbon

Discover how AI-powered organizers and binders help your firm get truly set up for success this tax season.

This event is closed.

About this webinar

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

Join Karbon and StanfordTax to see 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.

If you can’t join live, register to receive the recording.

Meet the Speakers

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.

Stuart King
Group Product Manager, Karbon

Stuart's work spans across Karbon's Documents and DMS, integrations, and the public API. Stuart specializes in the technical layers that extend what firms can do with Karbon, enabling them to shape it around the way they work.

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.