"Connect form-data extraction was really, really incredible, and even when cleanup was needed, it was still doing far more of the heavy lifting than before. It ended up being a huge time-saver overall, I’m very, very glad we invested in it."
Each step in the tax workflow is usually disconnected and siloed. The return gets bottlenecked, and quality depends on who's handling it and what tool they're using that day.
Soraban turns these handoffs into one connected flow. Not just integrated, connected. Documents and context carry forward from intake to prep through delivery, so nothing gets re-entered or re-asked. When something changes mid process, the entire workflow is updated. The manual work goes to accountant-trained AI, so your team spends time on judgment calls and client relationships instead of process.
Soraban connects intake, workpaper prep, data entry, and delivery in one system. Returns move faster, teams do less manual work, nothing gets missed.
COLLECT
Soraban collects and organizes client docs
Effortless client intake.
PREPARE
Al builds a
review-ready binder
Workpapers, leadsheet, binder and cited review.
CONNECT
Client data goes directly into tax software
99% Accuracy. No manual data entry.
DELIVER
The return is assembled to sign
Return delivery has never been easier.
Soraban learns your firm and understands the nuances of each part of the tax workflow process. Handoffs always have context and feedback loops are automatic.
Handles intake for you — chase, collect, and organize every client document automatically. A best-in-class intake experience that gets more returns out the door, without the season hiring or the long hours.
Builds review-ready workpapers so your preparers can be true reviewers. Source documents are tied to populated worksheets with full traceability, and an Al review flags discrepancies and missing items — so your team catches more errors, faster, with an auditable trail from worksheet to source.
No morescattered documents, frustrated clients, delayed returns, and endless follow-ups. Just more returns completed earlier in the season, happier clients, and a team that can finally breathe.
Sends one link. Client uploads docs on phone or desktop. No downloading an app or jumping through hoops to reset last years password.
W-2s, 1099s, K-1s — already extracted and pre-mapped into the worksheet, workpaper, and tax software.
Return packet delivered with IRS 8879 e-signature and payment in one flow. Never chases payment again.
"Connect form-data extraction was really, really incredible, and even when cleanup was needed, it was still doing far more of the heavy lifting than before. It ended up being a huge time-saver overall, I’m very, very glad we invested in it."
"Actually, our older clients had better adoption of Soraban than Safesend, which we used in the past. It was kind of surprising to see some of these older people that we thought, yeah, they've always done the paper organizer, and so we're just not expecting them to use it, and they did. That was a pleasant surprise!"
"We honestly can’t imagine not having it now. Soraban simplified administrative work, improved tracking, and made it easier to manage client progress. With dedicated onboarding support, we were able to take on more returns than expected without sacrificing quality."
Tax data is among the most sensitive financial information in existence. Soraban's infrastructure is designed around that fact, not bolted on afterward.
Annual third-party audits verify security controls across availability, confidentiality, and data integrity. Firm and account data is independently confirmed.
IRS 8879 signature collection meets all requirements for identity verification at NIST IAL2 level.
We formal retention and disposal procedures in place and give you full control over your data. You control the timeline. Tax data doesn't sit in a third-party system indefinitely.
Efficient and hands-on onboarding. No migration. No waiting to see ROI.