Is Soraban the right fit for you?
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Here are talent-related issues that we've helped clients address:

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• Lack of high-quality talent that matches the firm's growth.
• The recent key, long-term team members leaving the firm.
• New admin hire(s) overwhelmed and/or inefficient.
• Wanting someone eager to refine admin processes and apply the most effective tech possible.

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Here are process-related issues that we've helped clients resolve:

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• Admin flooded with a ton of separate (paper!) tax documents from clients.
• Admin mostly just sorting, organizing, and renaming tax documents.
• Strong seasonality with the resources required to enter client data into our tax software.
• The unmanageable flood of email notifications from firm portal and clients.
• Spending too much time yearly, creating PBC lists for existing clients.
• Ineffective tax organizers that clients rarely return.
• Afraid to send an extensive questionnaire to clients in case they rather go with TurboTax.
• Dissatisfaction with the portal and/or organizer from the tax software provider.
• Frequent client login issues with the firm's portal.
• Clients sending docs over email and texts despite requests otherwise.

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Lastly, here are general issues that we've helped clients with:

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• Feeling operationally flawed and not delivering the service you want to for clients.
• Wanting to focus more on serving business clients but being burdened by individual tax preparation.
• Feeling that existing automation options (i.e. emails, auto-reminders) aren't personal enough.
• Fear of becoming a firm of the past without the time to research the latest tech.
• Realizing, post-COVID, you need to move into the cloud environment but uncertainty about where to start.
• Frustration that tools on the market don't fit into the firm's existing process, instead of forcing you to follow a rigid, all-or-nothing process.

We might not be right for you if:

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• You don't provide individual tax preparation services.
• You don't like working with earlier stage, fast moving companies.
• You prefer physical papers and want your clients to drop them off at your office directly.
• You want the cheapest product and are willing to sacrifice personalized touches.
• You don't want cloud-based solutions.
• You don't like providing feedback or don't have time to provide feedback a few times per year.
• You don't like working directly with software engineers, designers, and founding members of the company.

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