Tax organizers have been largely ineffective due to poor implementation and painful client experience. Many firms still use emails and manual follow-ups to gather client information.
More and more clients are demanding a smooth, online experience.
Let's turn it into this!
Soraban combines the power of AI, and software to provide the best tax organizer experience for clients which in turn help firms gather more information quickly.
Reduce the back and forth with your clients.
Offer clients unmatched experience
Security is the highest priority at Soraban
Our software is built on the most credible and secure storage API that helps you stay safe and compliant to better protect your organization. These services comply with the most widely accepted standards and regulations like ISO 27001 and SOC 1, 2, and 3. Read more
What will this replace?
Soraban replaces the tax organizers generated from your tax software.
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.
How much does this cost?
We charge per-return. Per-return cost varies depending on the add-ons. Please reach out to our sales to learn more.