Insights from Satisfied Firms
Stress-Free Taxation.
I was thoroughly impressed during tax season, and Soraban made it much easier than I expected. It's perfect because it relieved a significant burden. My staff interacted directly with clients, eliminating separate emails forwarded to me – the best part. Soraban is great for keeping everything centralized, including chats and documents.
Takenaga, Hashizu, Jay & Co, CA
A little less stress during the season.
We're happy with the progress. The implementation help, support staff, and customization options have been great. The login options match our clients' needs. Combining the organizer and portal reduced log-ins. Personalized reminders with action links increased upload speed, allowing clients to see and act on documents in one place.
Hall CPA, NC
Soraban streamlined submissions.
The season went well, though some clients preferred traditional methods. Soraban effectively reduced back-and-forth questions with minimal complaints, especially about access. I'd rate it four out of five. Notably, extensions were down this year because clients could send information more easily through the program.
John Craig Bookkeeping, PA
Simplifying tax season hassles.
Soraban significantly improved our tax season, eliminating the hassles of paper organizers. No more waiting for documents or uncertainty about returns. Its ease of access made it suitable for all clients, even the less tech-savvy ones. The simplicity of Soraban streamlined our entire process.
Necelis CPA, DE