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

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Integrations

API:
Yes, Soraban offers API access
See Integrations

Ratings/Reviews

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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: What pricing for support is available for Soraban?
Q: What pricing for training is available for Soraban?

Soraban Product Features

Accounting

Tax Management Supported
Accounts Payable Not Supported
Accounts Receivable Not Supported
Bank Reconciliation Not Supported
Billing & Invoicing Not Supported
CPA Firms Not Supported
Cash Management 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

Accounting Practice Management

Approval Workflow Not Supported
Billing & Invoicing Not Supported
Client Management Not Supported
Time Tracking Not Supported
Due Date Tracking Not Supported
Document Management Not Supported
Staff Management Not Supported
Client Portal Not Supported
Project Management Not Supported
For CPA Firms Not Supported

Corporate Tax

Data Verification Not Supported
For Nonprofits Not Supported
Data Import / Export Not Supported
Electronic Filing Not Supported
Payroll & Employer Forms Not Supported
K-1 Reporting Not Supported
Compliance Management Not Supported
For Partnerships Not Supported
Exception Notification Not Supported
Status Tracking Not Supported
Tax Planning Not Supported

Soraban Additional Categories

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