Perspective

Firm Stories

Real firms. Real results. How CPA practices across the country use Soraban to save time, grow capacity, and serve clients better.

Scale · 1,200 returns

Zuazo & Associates: Doubling Capacity via Streamlined Teamwork

How Zuazo & Associates centralised client workflows in Soraban — nearly doubling in-house tax volume through automation and a unified team workspace.
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Payments · 700 returns

Lee & Crowley: Accelerating Cash Flow with Integrated Payments

How Lee & Crowley merged document intake with automated billing — eliminating outstanding AR and reducing manual follow-ups in one season.
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Capacity growth · 89% adoption

Aiola CPA: Boosting Capacity with 89% Client Adoption

How Aiola CPA automated document collection and file organisation — increasing return capacity without adding headcount.
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Tax intake · 750 returns

From Paper to Digital: Necelis CPA's Efficiency Leap

How Necelis CPA eliminated paper organizers and accelerated document intake across all client age groups — without changing their core workflow.
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Collect
Client intake — one link, no portal.
Connect
Auto-extract into UltraTax, Lacerte, Drake.
Deliver
8879 e-sign + Stripe in one close.
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