More capacity without adding staff
Company Profile
Firm: Aiola CPA
Size: 600 returns/year
Tech Stack: UltraTax, Price Ignition, Zapier
From any client's perspective the tax process isn't always clear.
For Aiola, their clients were asked to complete intake and upload documents, but some clients just didn't know what was needed or what was missing. Some clients sent partial information. Others paused until they heard back.
That led to:
- Uncertainty about what to upload
- Multiple back-and-forth emails to clarify missing items
- Delays getting started on their return
Even small points of confusion created friction, which slowed everything down for both the client and the firm.
What changed with Soraban
Once the new process was in place, the difference showed up quickly.
Clients were guided step by step with a clear checklist and automatic reminders. Instead of guessing what to send, they knew exactly what was needed and when.
As documents started coming in, they were already organized. The team didn’t have to rename files, sort uploads, or piece things together. Everything was ready to move forward.
And when returns were ready, delivery no longer slowed things down. Final documents, signatures, and payments all moved through one flow. Soraban Deliver took care of the follow-ups to get the payment and signature.
The biggest shift was not just speed. It was control.
- Documents arrived earlier and more complete
- The team always knew what was missing and what was ready
- Admin work stopped being a bottleneck
With fewer delays and less back-and-forth, the team was able to handle more returns without adding staff.
"Deliver exceeded expectations. It streamlined our process, saved time with auto-identifying key pages, and centralized everything in one place. We honestly can’t imagine not having it now." - Aiola CPA Team
89% of Aiola CPA's clients successfully used Collect in the first year!
I’m not a fan of my current tax organizer, but clients still ask for it, so I send it out even though many clients don’t bother filling it out.
"Our first year with Soraban has been a game changer. It’s truly a major upgrade to our workflow. we were able to take on more returns than expected without sacrificing quality.
Aiola CPA Team
I don't want people to feel like they're having to do their own return.
