More capacity without adding staff

From any client's perspective, the tax process isn't always clear. For Aiola CPA, clients were asked to complete intake and upload documents — but some clients just didn't know what was needed or what was missing. Some 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 the 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 through Soraban Collect 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.

"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

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
• 89% of clients successfully used Collect in the first year

With fewer delays and less back-and-forth, the team was able to handle more returns without adding staff.

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