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.