Activity Logs

How to use activity logs as audit trails.

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Adding an Entity

How to for add a new entity under a client that was already added.

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Adding Entity Owners

How to add a new owner or spouse to an entity.

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Completing a Questionnaire

How to complete a questionnaire on behalf of your client on a desktop computer.

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Customizing Templates

How to customize questionnaire templates for clients.

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Due Dates

How to set, modify, and remove due dates for questionnaires & follow-up tasks for clients.

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Conversations

How to message clients directly through Soraban.

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Sending Tax Filing Organizer

How to send a filing organizer & a useful checklist before you do so.

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Sending Templates & Open Items

How to schedule and send templates.

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Documents

How to use our document storage features.

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Client Inactivity Control

How to use set clients to 'inactive.'

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Client Security Options

How to enable password-free sign-in for clients.

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Client Tags

How to use client tags.

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Email Integration

How to integrate your Outlook email or Gmail in Soraban.

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Email Notifications

How to change your email notification cadence.

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Enabling Out of Office

How to turn on Out of Office feature.

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Firm Groups

How to implement Firm Groups for your firm.

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Internal Notes

Hw to use the internal notes feature.

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Mass Emails

How to batch send emails to clients through Soraban.

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Overview Options

How to customize your Overview page.

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Primary Contact

How to change the Primary Contact of an entity.

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Suggested Task

How to use our Suggested Task feature to streamline your workflow.

How do I transfer documents from ShareFile?

How to migrate to Soraban from ShareFile.

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How do I export my client list from ATX?

How to export your client list from ATX as CSV to import into Soraban.

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How do I export my client list from Drake?

How to export your client list from Drake Software.