Modern client data collection platform built for tax firms. Boost client experience and streamline repetitive admin work.
Make client info intake process painless
Trusted by hundreds of accountants
Current flow look
something like this?
Your current flow may be painful for clients and creates unnecessary work for your overworked admin team and staff.
Let's turn it into this!
We work closely with our customers to ensure we can work with all types of clients and team members.
Reducing admin work by upgrading your experience and your clients'
No more chasing down documents
or sifting through email threads
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?
What will this replace?
Soraban comes with 3 different products:
1. intelligent tax questionnaire. Replaces PDF-based tax organizers.
2. document management system for collaboration and workpapers. Replaces your basic client portal.
3. messaging system. Minimizes email and texting with your clients.
Can I use this for my business clients?
Absolutely!
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.
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