In this episode of the Accounting Insiders Podcast, Gary DeHart interviews Dan Berenholtz, co-founder and CEO of Stanford Tax. Dan shares his journey into the tax and accounting industry and how inefficiencies in tax document collection inspired the creation of Stanford Tax’s innovative solution. Discover how their AI-powered platform integrates with leading tax software to simplify client document submission and organization. While no major updates are slated for the upcoming tax season, Dan discusses the company's focus on refining existing features, investing in R&D, and future plans to expand industry presence through key 2025 events.
🔗 https://www.linkedin.com/in/danberenholtz/Â
🔗 https://stanfordtax.com/Â
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