Works with your admin team to streamline the client data intake process.
Intelligent Tax Client Coordinator
Trusted by hundreds of accountants
Struggling to standardize your intake process?
If your team is still relying on phone calls, e-mails and texting to gather client information, there's a better way. You don't want to waste all that valuable billable hours and burn through your team.
Let's standardize!
Soraban built an intelligent software that leverages AI to provide the best client experience by tailoring the flow just for them. In turn, we help firms gather more information quickly from more clients. We'll nudge your clients to the finish line without frustrating them.
Let Soraban Coordinator take care of your firm.
Cut down on unnecessary 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
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.
How much does this cost?
We only charge by your clients' engagement with us. Bulk discount available. Please reach out to our sales to learn more.
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