BOI Agent vs. Soraban Comparison


BOI Agent	Soraban	+	+
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About BOI Agent is the top BOIR CTA filing software on the market. BOI Agent allows CPA's, law firms and anyone holding or managing LLC's to easily manage, submit and change their BOIR filing for the Corporate Transparency Act. Our cutting edge software provides a clean lightning fast dashboard where all filings can be managed. Options for Firms and Individuals.		About Soraban is the tool to get more 1040s out the door and so much more. An Intelligent Tax Workflow Solution built specifically for accounting and tax firms, designed to automate client data intake, document collection, and workflow coordination. Stop chasing clients for documents and let Soraban handle it with dynamic, customizable questionnaires that auto-remind clients via SMS, email, or voicemail. Integrated with legacy tax software, Soraban automatically enters data, applies e-signatures for IRS forms, and coordinates tax return delivery with minimal human intervention. Handling repetitive administrative duties frees professionals to focus on advisory work while improving efficiency, reducing errors, and enhancing the client experience through mobile-friendly, seamless interactions.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook		Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Accounting Firms, CPA's, Investment Companies, brokers, law offices and more		Audience Accounting and tax firms looking for a solution to automate client onboarding and data workflows
Support Phone Support 24/7 Live Support Online		Support Phone Support 24/7 Live Support Online
API Offers API		API Offers API
Screenshots and Videos View more images or videos		Screenshots and Videos View more images or videos
Pricing $149 Free Version Free Trial		Pricing No information available. Free Version Free Trial
Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 5.0 / 5 design 5.0 / 5 support 5.0 / 5 Read all reviews		Reviews/Ratings Read all reviews
Pros & Cons from Real Users Pros Clean interface, great bulk import option, highly reliable software provider. Great client communication interface. Cons Would love to have a bulk send for review option. (I'm told it will be available with the next update) Other than that really no complaints.
Training Documentation Webinars Live Online In Person		Training Documentation Webinars Live Online In Person
Company Information BOI Agent Founded: 2024 United States boiagent.com		Company Information Soraban Founded: 2021 United States www.soraban.com
Alternatives ATX Wolters Kluwer		Alternatives Corvee Tax Planning Corvee
UpTax		Lazo
UltimateTax		TaxDome
Taxfiler		Blue dot
CCH ProSystem fx Wolters Kluwer View All		Docyt View All
Categories Tax Preparation		Categories Accounting Accounting Practice Management Agentic AI AI Accounting AI Accounting Agents AI Agents AI Tax Corporate Tax Tax Preparation
		Show More Features Accounting Features Accounts Payable Accounts Receivable Bank Reconciliation Billing & Invoicing Cash Management CPA Firms Cryptocurrency Support Expense Tracking Fixed Asset Management Fund Accounting General Ledger Government Multi-Currency Nonprofits Payroll Management Project Accounting Purchase Orders Tax Management
Integrations Chrome OS Drake Tax Google Sheets Karbon Lacerte Stripe UltraTax CS Zapier View All 2 Integrations		Integrations Chrome OS Drake Tax Google Sheets Karbon Lacerte Stripe UltraTax CS Zapier View All 6 Integrations
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