Soraban

Soraban is an AI tax workflow platform that automates manual work for accounting firms. It streamlines client intake, data entry, and delivery, helping firms process more 1040s efficiently.

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At a glance

Pricing

Likely Not Free

Free tier

API

Yes

Skill level

Mixed

About

What is Soraban?

Soraban is an AI-powered tax workflow platform specifically designed for accounting firms to automate manual tasks across client intake, data entry, and final delivery. It features smart, dynamic questionnaires to collect client data, AI-powered tax form vision for accurate data extraction, and a one-step review process. The platform offers a seamless client experience with secure, app-free access and can be fully white-labeled to maintain brand consistency. Soraban also provides easy data export to various tax software, streamlined workflows for sending tax returns, and robust security with SOC 2 Type II compliance. It aims to increase firm capacity and reduce the burden of tax season.

Best used for

Ideal for accountants who need to automate client data collection, streamline tax form processing, and simplify the tax return review and delivery process. Especially valuable for firms looking to increase capacity, maintain brand consistency, and ensure data security during tax season.

Common actions

automate tax workflow

streamline client intake

extract tax data

manage tax returns

enhance client experience

Capabilities

Key features

Smart dynamic questionnaires
AI tax form vision
One-step review process
Easy data export
White-labeled platform
SOC 2 Type II compliance

Target Audience

accountant

Integrations

sharepointkarbonstripezapier

Pricing & Plans

Likely Not Free

Not publicly disclosed. Check soraban.com for current pricing.

FAQs

What kind of tax software does Soraban integrate with?

Soraban is designed to integrate with various top tax software solutions. It allows for automated tax form data entry and custom integration workflows, enabling seamless data export and reducing manual input into your existing systems.

How does Soraban ensure the security of client data?

Soraban prioritizes data security by building its software on Amazon Web Services (AWS) and is SOC 2 Type II certified. It employs bank-grade security, battle-tested firewalls, secure password policies, multi-factor authentication, and robust logging to protect client information.

Can Soraban be customized to match my firm's branding?

Yes, Soraban offers a fully white-labeled platform. You can customize theme colors, use your firm's email for communications, and even use your own domain URL, ensuring a consistent brand experience for your clients.

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