CASE STUDY
More capacity without adding staff
Company Profile
Firm: Aiola CPA
Size: 600 returns/year
Tech Stack: UltraTax, Price Ignition, Zapier
What was slowing them down
During tax season the team spent too much time:
- Chasing missing client documents
- Waiting on incomplete intake
- Organizing files for the tax team
Admin work was limiting how many returns they could handle.
What changed with Soraban
- Collect: Clients received a smart checklist and reminders → Documents arrived earlier and more complete
- Organization: AI organized incoming files automatically → Admins managed intake without manual sorting
- Deliver: Returns were assembled and sent automatically → The team processed more returns without extra staff
Client Adoption (what every firm is wondering)
89% of 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.
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
I don't want people to feel like they're having to do their own return.
