AI-powered software.
Streamline the entire client data intake and delivery process for your practice.

Intelligent Client Coordinator

Trusted by innovative firms

Your Bottom Line logo
HallCPA logo
Genwise logo
Dark Horse logo
Anomaly logo

Focus on Client Happiness
We’ll Automate the Rest

Is your firm's admin/office manager currently overwhelmed with all things administrative? We've got you covered with our software.

Is your firm struggling with

staff and admin retention?

workload due to client behaviors?

never-ending admin work?

No problem. We've got it covered.

Backed by

Y Combinator logo
Village Global icon
L2 Ventures logo
PHX Ventures logo

& Others

Request a Demo

Two Powerful Products

To help save your team from various administrative activities.

intelligent

Smart, Dynamic Questionnaire

Have Soraban automate the tedious task of document collection so you can focus on running your firm.

Build Flexible Questionnaires

Auto-remind Your Clients via SMS, Email & VM.

Auto-Convert All Uploads To PDF

Track All Ongoing Questionnaires Easily

interface screenshotinterface screenshot
Client Happiness

Seamless Client Experiene

Provide your client with painless experience working with your firm.

Provide A Secure, Pain-Free Login

Provide Easy Document Access

Offer Tailored Experience with Prior Year Data

Offer Best-In-Class, App-Free, Experience

interface screenshotinterface screenshot
Brand Consistency

Fully White Labeled Platform

We'll customize the platform to fit your firm's branding. Avoid client confusion.

Send From Your Firm's Email

Customize Theme Colors

Customize Your Domain URL

Offer Your clients an all-in-one solution

interface screenshotinterface screenshot
Intelligent

Streamlined Workflow

Automate the tedious tasks of sending tax returns.

Collect Payment Upfront Before Delivery

Remind with SMS/Email to E-Sign or Pay

Auto-place E-Signature Boxes

Auto-upload Tax Return In Portal

interface screenshotinterface screenshot
Client Happiness

Seamless Client Experiene

Provide your client with painless experience working with your firm.

Provide A Secure, Pain-Free Login

Provide Easy Document Acccess

Send SMS & Email Reminders

Offer Best-In-Class, App-Free, Experience

interface screenshotinterface screenshot
Brand Consistency

Fully White Labeled Platform

We'll customize the platform to fit your firm's branding. Avoid client confusion.

Send From Your Firm's Email

Customize Theme Colors

Customize Your Domain URL

Offer Your clients an all-in-one solution

Laptop display

Accounting firms aren’t the most futuristic office environments, and Soraban aims to modernize them with a back office platform that brings them into the 21st century...

TechCrunch logo

Techcrunch

Integrations and Workflow

Soraban integrate and work nicely with the various software you're already using and are familiar with. We leverage API, RPA, Zapier, and Make.com to streamline your firm's processes.

Dropbox logo
ShareFile logo
ProSeries logo
Gmail logo
Outlook logo
Zapier logo
Lacerte logo
logo
Drake Software
ATX logo
TaxWise logo
SmartVault logo

Coming Soon

Safe and Secure

Our software is built using the most reliable and secure storage API, ensuring your organization's safety and compliance for enhanced protection.

Mandatory two-factor authentication (2FA).

System updates and robust audit trails.

Regular pen-testing, security updates, and internal audits.

Ongoing employee training to enhance system security.

End-to-end data encryption between you and your clients.

Proper setup to guard against DDoS attacks.

Insights from Satisfied Client

employeer of Soraban

Brandon Hall

Hall CPA PLLC

A little less stress during the season.

I was thoroughly impressed during tax season, and Soraban made it much easier than I expected. It's perfect because it relieved a significant burden. My staff interacted directly with clients, eliminating separate emails forwarded to me – the best part. Soraban is great for keeping everything centralized, including chats and documents.

Takenaga, Hashizu, Jay & Co

Clear Pricing

Pay only for active client engagements beyond the minimum license purchase. Only pay for clients that engage.

Collect

$30 / Return

Min. purchase of 50 / Returns

Join

deliver

$20 / Return

Min. purchase of 50 / Returns

Join

Collect + deliver

$45 / Return

Min. purchase of 50 / Returns

Join

Custom

Need over 150? Complex workflow? Explore Volume Packages and Enterprise License

Talk to Sales

promo icon

Need Help?

How does it work?

Soraban provides the best client experience tailored to each client to gather tax information and documents. We then automatically convert all uploads into a bookmarked workpaper and customized lead sheet.

What kind of integrations do you have?

We can integrate with anything you can imagine that can support Zapier/Make.com, such as Google Drive, OneDrive/SharePoint, Dropbox, Box, PracticeIgnition, Karbon, Canopy and many more.
We also provide API access.

Is Soraban secure?

Our software is built on one of the most credible and secure storage API from Amazon Web Services. We're also undergoing SOC 2 certification to ensure we're adhering to strict security standards. If you have any specific questions, please reach out to us and we'll be more than happy to assist.

Support Team

Get help with any product queries

hello@soraban.com

Sales Team

Asks any questions you have

sales@soraban.com

See Our Solutions in Action