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.
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About
Trevio is a cloud-based practice management platform for accounting firms in Brazil. It helps firms organize client records, team activities, deadlines, billing, documents and recurring accounting-office workflows alongside their existing bookkeeping software. Client data can be populated using a company’s CNPJ, while electronic invoice XML files—including NF-e, CT-e and NFS-e—can be collected using the client’s A1 digital certificate and organized by period. Firms can issue accounting-fee bank slips with Pix payment options and track payment status. A client portal provides access to tax guides, invoices and documents, with files arranged by period. Trevio also supports task tracking, collective labor agreement management, Simples Nacional calculations, and report and document generation from client records. It is designed for accounting professionals managing multiple business clients and monthly compliance tasks in Brazil.
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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
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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
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Audience
Accounting and tax firms looking for a solution to automate client onboarding and data workflows
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Audience
Accounting firms and accountants in Brazil.
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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PricingThe Torre de Controle is not charged per CNPJ. Invoice issuance, invoice search, and billing modules are contracted separately, with pricing based on the firm's needs.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationSoraban
Founded: 2021
United States
www.soraban.com
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Company InformationTrevio
Founded: 2026
Brazil
meutrevio.com.br
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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Integrations
Drake Tax
Supported
Karbon
Supported
Lacerte
Supported
Stripe
Supported
UltraTax CS
Supported
Zapier
Supported
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Integrations
Drake Tax
Not Supported
Karbon
Not Supported
Lacerte
Not Supported
Stripe
Not Supported
UltraTax CS
Not Supported
Zapier
Not Supported
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