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.
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.
![Matt Delaney]()
Matt DelaneyStrategic Customer Success Manager, KarbonMatt 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]()
Stuart KingSenior Product Manager, KarbonStuart 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.
![Dan Berenholtz]()
Dan BerenholtzCo-Founder & CEO, StanfordTaxDan 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.
