Make client info intake process painless
Cloud-based client data collection platform built for tax firms.
Boost client experience and streamline repetitive admin work.
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Why Soraban?
Better document collection
Best in-class client experience
Streamline client info intake process without sacrificing the personal touch.
Customized client experience
Minimal Process Change
Keep your existing tools and processes.
Advanced automations
Advanced automations
Minimize the time spent in data entry work that clients don't see any value in.
Current flow look
something like this?
Your current flow may be painful for clients and creates unnecessary work for your overworked admin team and staff.
Let's turn it into this!
We work closely with our customers to ensure we can work with all types of clients and team members.
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FAQ
What will this replace?
Soraban comes with 3 different products:
1. intelligent tax questionnaire. Replaces PDF-based tax organizers.
2. document management system for collaboration and workpapers. Replaces your basic client portal.
3. messaging system. Minimizes email and texting with your clients.
Can I use this for my business clients?
Absolutely!
Is Soraban secure?
Our software is built on one of the most credible and secure storage API from Amazon Web Services.
How much does this cost?
We charge per-return. Per-return cost varies depending on the add-ons. Please reach out to our sales to learn more.
Free up your team from admin work
