Soraban connects with leading tax, practice management, document storage, hosting, and automation tools so your firm can automate tax workflow without rebuilding your tech stack.
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Soraban pushes extracted client data directly into your prep software — no manual data entry.
Soraban keeps practice management, document storage, hosting, and automation flowing — so files, status, and updates move and work gets done.
Soraban works as the execution layer across your tax workflow. It helps your firm collect documents, extract data, update connected systems, deliver returns, collect signatures, and keep clients moving — without forcing your team into a completely new way of working.
Keep your tax software and practice management your team already knows. Soraban runs intake and moves work across the systems your firm already uses.
Move data, documents, and status updates across systems without asking staff to re-enter the same information again and again.
Keep the client-facing workflow simple, branded, and easy to complete, while Soraban handles the behind-the-scenes coordination.
"Connect form-data extraction was really, really incredible. It ended up being a huge time-saver overall, I’m very, very glad we invested in it."
See how Soraban fits alongside the tools your firm already uses.
