详细内容
The Intelligent Admin System.
AI-powered companion that automates the administrative backbone of accounting work. Starting with the tax workflow, so you can focus on advising clients.
Get More 1040s Out the Door
Focus on Your Expertise. We’ll Automate the Rest.
Multi-model AI designed to collaborate with accounting professionals to eliminate all admin tasks.
Firm's Challenges
Endless back-and-forth
Suboptimal portal interface
Delayed turnaround times
Clients
Backed by
& Others
Three Integrated Products
And one seamless client experience, powered by AI.
INTELLIGENT
Smart, Dynamic Questionnaire
Have Soraban automate the tedious task of document collection so you can focus on running your firm.
Build Flexible Questionnaires
Auto-remind Your Clients via SMS, Email & VM.
Auto-Convert All Uploads To PDF
Track All Ongoing Questionnaires Easily
CLIENT HAPPINESS
Seamless Client Experience
Provide a painless experience working with your firm.
Provide a Secure, Pain-Free Login
Provide Easy Document Access
Offer Tailored Experience with Prior Year Data
Offer Best-In-Class, App-Free, Experience
BRAND CONSISTENCY
Fully White Labeled Platform
We'll customize the platform to fit your firm's branding. Avoid client confusion.
Send From Your Firm's Email
Customize Theme Colors
Customize Your Domain URL
Offer Your clients an all-in-one solution
Intelligent
AI-Powered Tax Form Vision
Experience unprecedented AI accuracy and heighten data privacy.
Leverage industry leading tax form accuracy
Enjoy limitless scalability with AI
Eliminate 7216 consent form
Automate Leadsheet for K1s and 1099s
Effortless
One-step Review Process
Work with a flow that simplifies the entire tax return review process.
Eliminate multi-click export process
Save costs by making your staff reviewers
Track All documents effortlessly
Customize tax return leadsheet
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Data Consistency
Easy Data Export
Say goodbye to tedious data entry into tax software with our seamless export process.
Automate tax form data entry
work with various tax software and config
Protect Client Data with Bank-grade Security
build custom integration workflow
Intelligent
Streamlined Workflow
Automate the tedious tasks of sending tax returns.
Collect Payment Upfront Before Delivery
Send Email Reminders to E-sign or Pay
Auto-place E-Signature Boxes
Auto-upload Tax Return In Portal
Client HAPpINESS
Seamless Client Experience
Provide a painless experience working with your firm.
Provide a Secure, Pain-Free Login
Provide Easy Document Access
Send SMS & Email Reminders
Offer Best-In-Class, App-Free, Experience
Integration
Tax Software Workflow
Remove multiple clicks in tax return assembly and delivery.
Print Straight From Tax Software
Enhance client Return privacy and security
Export to Soraban With Just A Click
enjoy instant export process
Accounting firms aren’t the most futuristic office environments, and Soraban aims to modernize them with a back office platform that brings them into the 21st century...
Techcrunch
Integrations and Workflow
Soraban integrates and works nicely with the various software you're already using.
Now Available!
Safe and Secure
Our software is built using the most reliable and secure storage API, ensuring your organization's safety and compliance for enhanced protection.
SOC 2 Type I Compliance for Data Protection.
Secure base by partnering with Best cloud providers.
Battle-tested firewalls against DDoS attacks.
Secure password policies and multi-factor authentication.
Robust logging and audit trails for data integrity.
Ongoing system updates and rapid responses to threats.
Our AI tools ensure your data remains private and are not used for model training.
Soraban is compliant with AICPA SOC 2 to ensure Security, Confidentiality, and Availability controls align with Trust Service Criteria.
Soraban's Responsible Disclosure Policy →
Insights from Satisfied Firms
Brandon Hall
Stress-Free Taxation.
I was thoroughly impressed during tax season, and Soraban made it much easier than I expected. It's perfect because it relieved a significant burden. My staff interacted directly with clients, eliminating separate emails forwarded to me – the best part. Soraban is great for keeping everything centralized, including chats and documents.
Takenaga, Hashizu, Jay & Co, CA
Brandon Hall
A little less stress during the season.
We're happy with the progress. The implementation help, support staff, and customization options have been great. The login options match our clients' needs. Combining the organizer and portal reduced log-ins. Personalized reminders with action links increased upload speed, allowing clients to see and act on documents in one place.
Hall CPA, NC
Brandon Hall
Soraban streamlined submissions.
The season went well, though some clients preferred traditional methods. Soraban effectively reduced back-and-forth questions with minimal complaints, especially about access. I'd rate it four out of five. Notably, extensions were down this year because clients could send information more easily through the program.
John Craig Bookkeeping, PA
Brandon Hall
Simplifying tax season hassles.
Soraban significantly improved our tax season, eliminating the hassles of paper organizers. No more waiting for documents or uncertainty about returns. Its ease of access made it suitable for all clients, even the less tech-savvy ones. The simplicity of Soraban streamlined our entire process.
Necelis CPA, DE
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Clear Pricing
Pay only for active client engagements beyond the minimum license purchase. Only pay for clients that engage.
Collect
$20 / Return
Min. purchase of 150 / Returns
Connect
$30 / Return
Min. purchase of 300 / Returns
deliver
$15 / Return
Min. purchase of 150 / Returns
Bundle
Complex workflow? Explore Custom or Bundle Packages
Need Help?
How does it work?
Soraban provides the best client experience tailored to each client to gather tax information and documents. We then automatically convert all uploads into a bookmarked workpaper and customized lead sheet.
What kind of integrations do you have?
We can integrate with anything you can imagine that can support Zapier/Make.com, such as Google Drive, OneDrive/SharePoint, Dropbox, Box, PracticeIgnition, Karbon, Canopy and many more.
We also provide API access.
Is Soraban secure?
Our software is built on one of the most credible and secure storage API from Amazon Web Services. Soraban's currently SOC 2 Type I certified to ensure we're adhering to strict security standards. If you have any specific questions, please reach out to us and we'll be more than happy to assist.
Support Team
Get help with any product queries
Sales Team
Asks any questions you have
See Our Solutions in Action
Book a Demo
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Number of returns/yr*
- <100
- 100 - 250
- 250 - 500
- 500 - 1000
- 1000 - 2500
- 2500+
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Company Name
Tax Software Used*
ATX
Axcess
CanTax
CCH iFirm
Drake
DT Max
GoSystem RS
Lacerte
MyTAXPrepOffice
Other
ProConnect
Profile
ProSeries
ProSystem fx
TaxAct
TaxCycle
TaxPrep
TaxSlayer
TaxWise
UltraTax
UltraTax Virtual Office
Other Softwares Used
Canopy
DocuSign
Dropbox
Gruntworx
JetPack
Karbon/IPM
Other
PracticeIgnition
ShareFile
SmartVault
SurePrep
TaxCaddy
Trello
Zapier
SafeSend
Suralink
SecureFirmPortal
Truss
Netlink Solutions (TR portal)
Client Collaboration
Client Axcess
Onvio
Liscio
Financial Cents
TaxDome
How did you hear about us?*
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