Audience

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

About Soraban

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.

Pricing

Starting Price:
$20/return
Pricing Details:
We use a credit-based annual license. Each credit represents one client return for the tax season. You choose a package tier that fits your firm, and you can always add credits or upgrade if you grow. You only pay for clients who actually engage—no wasted spend.
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Integrations

API:
Yes, Soraban offers API access
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Company Information

Soraban
Founded: 2021
United States
www.soraban.com

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Online

Soraban Frequently Asked Questions

Q: What kinds of users and organization types does Soraban work with?
Q: What languages does Soraban support in their product?
Q: What kind of support options does Soraban offer?
Q: What other applications or services does Soraban integrate with?
Q: Does Soraban have an API?
Q: What type of training does Soraban provide?
Q: How much does Soraban cost?
Q: What pricing for support is available for Soraban?
Q: What pricing for training is available for Soraban?

Soraban Product Features

Accounting

Tax Management
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Time Tracking
Due Date Tracking
Document Management
Staff Management
Client Portal
Project Management
For CPA Firms

Corporate Tax

Data Verification
For Nonprofits
Data Import / Export
Electronic Filing
Payroll & Employer Forms
K-1 Reporting
Compliance Management
For Partnerships
Exception Notification
Status Tracking
Tax Planning

Soraban Additional Categories

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