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Connect: AI Data Entry Agent

Connect: AI Data Entry Agent

Soraban
June 26, 2026

Connect: AI Data Entry Agent

Where tax prep just moves. Manual data entry eats time and profits — Connect lets AI handle it for you, with no outsourcing and no bottlenecks. Client documents in, return ready.

  • Extract — AI reads docs and pulls data in under an hour
  • Review — auto-checks name, SSN, and tax-year accuracy
  • Push — exports directly into your tax software (UltraTax, CCH Axcess, Lacerte, Drake)

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Works with your stack. From day one.

See how Soraban fits alongside the tools your firm already uses — no rip-and-replace required.