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.
|
About
TaxOrch is an AI-powered tax platform built to bring transparency and auditability to tax compliance and client workflows, with a White-label licence for accounting firms, banks and fintechs. Unlike typical generative AI tools, TaxOrch refuses to guess or hallucinate financial numbers. It combines synthetic and generative AI with a rigid, rules-based tax calculator, so every figure is backed by tax rules and shows its official source and tax year. If a rule cannot be verified, TaxOrch alerts the user instead of giving an unverified estimate.
Intelligent document workflows read W-2s, 1099s, K-1s, P60s, T4s, receipts and invoices, flag missing documents and cut manual document chasing. Firms run each engagement through a 14-step workflow with maker-checker review, reviewer sign-off and a tamper-evident audit trail.
Enterprise data security includes isolated workspaces, SSO, SCIM and data residency. White-label partners can plug in certified tax rule sets under their own brand.
|
|||||
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
Platforms Supported
Windows
Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Not Supported
Android
Supported
Chromebook
Not Supported
|
|||||
Audience
Accounting and tax firms looking for a solution to automate client onboarding and data workflows
|
Audience
Tax Firms, Accounting Firms
|
|||||
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
|
Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
|
|||||
API
Offers API
Supported
|
API
Offers API
Not Supported
|
|||||
Screenshots and Videos |
Screenshots and VideosNo images available
|
|||||
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
|
Pricing
$20/month
Free Version
Not Supported
Free Trial
Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
|
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
|
|||||
Company InformationSoraban
Founded: 2021
United States
www.soraban.com
|
Company InformationTaxOrch
Founded: 2026
Bangladesh
taxorch.com
|
|||||
Alternatives |
Alternatives |
|||||
Categories |
Categories |
|||||
Accounting Features
Accounts Payable
Not Supported
Accounts Receivable
Not Supported
Bank Reconciliation
Not Supported
Billing & Invoicing
Not Supported
Cash Management
Not Supported
CPA Firms
Not Supported
Cryptocurrency Support
Not Supported
Expense Tracking
Not Supported
Fixed Asset Management
Not Supported
Fund Accounting
Not Supported
General Ledger
Not Supported
Government
Not Supported
Multi-Currency
Not Supported
Nonprofits
Not Supported
Payroll Management
Not Supported
Project Accounting
Not Supported
Purchase Orders
Not Supported
Tax Management
Supported
|
||||||
Integrations
Drake Tax
Supported
Karbon
Supported
Lacerte
Supported
Stripe
Supported
UltraTax CS
Supported
Zapier
Supported
|
Integrations
Drake Tax
Not Supported
Karbon
Not Supported
Lacerte
Not Supported
Stripe
Not Supported
UltraTax CS
Not Supported
Zapier
Not Supported
|
|||||
|
|