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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

It's time to experience the only automated bookkeeping solution purpose-built for Accounting Firms. You can now take back control of your bookkeeping without having to hire more people or put expensive resources into data entry work. We're all about creating the most capacity, at the lowest resource consumption, with the highest possible level of accuracy, maximizing an organization’s potential. Why? Because with capacity, you can better serve your clients, scale your customer base, diversify your offering, stand out in the competitive landscape, or simply do more of what you love. SOC2 Type 2 compliance, bank-grade security and skilled accountants ensure the books are always safely managed. Realize tremendous savings and scalability with automation instead of manual data entry. We scale with your firm and cost less per client over time. Our success is YOUR success in the most literal sense.

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 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

Audience

Accounting and tax firms looking for a solution to automate client onboarding and data workflows

Audience

Companies seeking a solution to manage their bookkeeping processes

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$99 per month
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Soraban
Founded: 2021
United States
www.soraban.com

Company Information

Botkeeper
Founded: 2015
United States
www.botkeeper.com

Alternatives

Alternatives

Categories

Accounting Supported
Agentic AI Supported
AI Accounting Supported
AI Agents Supported
AI Tax Supported
Corporate Tax Supported
Tax Preparation Supported

Categories

Bookkeeping Supported

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

Bookkeeping Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Supported
Billing & Invoicing Supported
Cash Management Supported
Collections Supported
Expense Tracking Supported
Fixed Asset Management Supported
General Ledger Supported
Payroll Not Supported
Revenue Recognition Supported
Spend Management Supported
Tax Management Not Supported

Integrations

Axis LMS Not Supported
Desktop.com Not Supported
Drake Tax Supported
Karbon Supported
Lacerte Supported
Stripe Supported
UltraTax CS Supported
Zapier Supported

Integrations

Axis LMS Supported
Desktop.com Supported
Drake Tax Not Supported
Karbon Not Supported
Lacerte Not Supported
Stripe Not Supported
UltraTax CS Not Supported
Zapier Not Supported
Claim Botkeeper and update features and information
Claim Botkeeper and update features and information