Help Center

Everything you need to know about Soraban

Adding a Spouse

Adding a Spouse

Spouses can figure into a client’s Soraban experience in 2 ways:

  • Clients can save their spouse’s information just as additional information.
  • Clients can add their spouse as a user to view & answer questionnaires and participate in the conversation with firm staff via Soraban.

Clients can also do both of these, if they prefer. Below we’ll walk you through how to either add a spouse’s information or add them as a user.

Adding Spouse’s Information

1. In the Client’s Dashboard or Overview page, click Edit Client Info (the pencil icon in the upper right corner).

2. Fill in Spouse information and click Save. If you toggle on Spouse is Taxpayer, their first and last name will appear first in entity’s name.

3. The entity name will now include the spouse’s name.

Adding Spouse as a User

1. Follow the steps above.

2. After you expand the client info in the Client’s Dashboard, select + New Owner from the Owners dropdown menu.

3. Fill in spouse’s information and click Add.

4. Now, the spouse will be able to access Soraban. If you need to change the primary contact (e.g. if the spouse will be the one answering the questionnaires), click Change Primary Contact button next to Client Info.

5. Select the spouse.

Sending a Sign-in Link

Sign-in links can now be send to the spouse (instead of only the primary contact). To send a sign-in link to the spouse, look for the name of the primary contact, and click on the key icon as shown below.

After clicking the key icon, it will show you to select which user you’d like to send the sign-in link.

The spouse will receive this email once the sign-in link is sent.

As long as the spouse has their own email address, they can receive their own sign-in links to access their client dashboard.

Adding a Spouse

Spouses can figure into a client’s Soraban experience in 2 ways:

  • Clients can save their spouse’s information just as additional information.
  • Clients can add their spouse as a user to view & answer questionnaires and participate in the conversation with firm staff via Soraban.

Clients can also do both of these, if they prefer. Below we’ll walk you through how to either add a spouse’s information or add them as a user.

Adding Spouse’s Information

1. In the Client’s Dashboard or Overview page, click Edit Client Info (the pencil icon in the upper right corner).

2. Fill in Spouse information and click Save. If you toggle on Spouse is Taxpayer, their first and last name will appear first in entity’s name.

3. The entity name will now include the spouse’s name.

Adding Spouse as a User

1. Follow the steps above.

2. After you expand the client info in the Client’s Dashboard, select + New Owner from the Owners dropdown menu.

3. Fill in spouse’s information and click Add.

4. Now, the spouse will be able to access Soraban. If you need to change the primary contact (e.g. if the spouse will be the one answering the questionnaires), click Change Primary Contact button next to Client Info.

5. Select the spouse.

Sending a Sign-in Link

Sign-in links can now be send to the spouse (instead of only the primary contact). To send a sign-in link to the spouse, look for the name of the primary contact, and click on the key icon as shown below.

After clicking the key icon, it will show you to select which user you’d like to send the sign-in link.

The spouse will receive this email once the sign-in link is sent.

As long as the spouse has their own email address, they can receive their own sign-in links to access their client dashboard.

< Back to Help Center