Reduce your firm's admin
work by 10x

Our cloud-based platform modernizes
and automates menial work for tax firm

Try Demo

Why Soraban?

Better document collection

Better document collection

Modernize how you secure clients' info and docs. No more transferring your clients' docs.

Customized client experience

Customized client experience

Streamline client communication without sacrificing a personal touch.

Advanced automations

Advanced automations

Minimize the time spent in data entry work that clients don't see any value in.

Current flow look
something like this?

Menial work moving through
complex workflows is
slowing down
(and frustrating) your team.

Let's turn it into this!

We unburden your team to maximize their productivity – and help your firm thrive. Tap into our intuitive, cloud-based platform equipped with AI and ML.

We unburden your team to maximize their productivity – and help your firm thrive. Tap into our intuitive, cloud-based platform equipped with AI and ML.

/
/
/

Reducing admin work

by upgrading your experience

and your clients'

No more chasing down documents

or sifting through email threads

Quickly find & resolve client blockers
Message clients using a business number
Send personalized reminders
Access all client info/uploads in one place
Export into your tax software

Offer clients unmatched ease

Customized, high-touch experience
Email or SMS notifications
Auto, personalized reminders
Expire-able, password-free portal login
Hassle-free questionnaire, accessiblein any devices
What types of administrative work do you help with?

Our software is built on one of the most credible and secure storage API from Amazon Web Services.

Which tax softwares are you compatible with?

Our software is built on one of the most credible and secure storage API from Amazon Web Services.

Is Soraban secure?

Our software is built on one of the most credible and secure storage API from Amazon Web Services.

Do I need to change all my existing processes?

Our software is built on one of the most credible and secure storage API from Amazon Web Services.

Free up your team from admin work

Reduce your firm's admin work by 10x.

Our cloud-based platform modernizes and automates menial work for tax firm.
Try Demo

Why Soraban?

Better document collection

Modernize how you secure clients' info and docs. No more transferring your clients' docs.
Learn more

Customized client experience

Streamline client communication without sacrificing a personal touch.
Learn more

Advanced automations

Minimize the time spent in data entry work that clients don't see any value in.
Learn more

Current flow look something like this?

Menial work moving through complex workflows is slowing down (and frustrating) your team.

Let's turn it into this.

We unburden your team to maximize their productivity – and help your firm thrive.

Tap into our intuitive, cloud-based platform equipped with AI and ML.

Reducing admin work by upgrading your experience and your clients'.

No more chasing down documents or sifting through email threads.

Quickly find & resolve client blockers
Message clients using a business number
Send personalized reminders
Access all client info/uploads in one place
Export into your tax software

Offer clients unmatched ease.

Customized, high-touch experience
Email or SMS notifications
Auto, personalized reminders
Expire-able, password-free portal login
Hassle-free questionnaire, accessible in any devices

How We Compare

Admin Hire
Soraban
Onboarding
3-6 months of training
2-3 day set up
Data Entry
Manual
Automated
Responsiveness
Variable
1-2 hours
Rate of Error
Medium
Low
Testing Period
N/A
100% refund after 3 months if dissatisfied

Backed by world-class investors

Frequently Asked Questions

What types of administrative work do you help with?

New client on-boarding, tax form data entry, client uploads handling, clients' missing documents follow-up, online tax organizers, mail sorting (scan and upload), and more.

Which tax softwares are you compatible with?

All tax softwares on the market! Lacerte, ProConnect, ATX™, ProSeries, Drake, UltraTax, CCH Axcess, and many others. More info here.

Do I need to change all my existing processes?

We're not an all-or-nothing product. You can unlock features that are best fit for your firm and only pay for what you use. We've designed the product in a way that you can start using it right away.

Is Soraban secure?

Our software is built on one of the most credible and secure storage API from Amazon Web Services. This helps you stay secure and compliant to better protect your firm and your clients. These services all comply with the most widely accepted standards and regulations like ISO 27001 and SOC 1, 2, and 3. More info here.

Free up your team from  admin work.

Try Demo