PHOENIX, June 11, 2026 — Soraban today introduced Prepare, a new part of its tax workflow that turns the prep file into a workspace that starts assembling itself the moment a client uploads documents. By the time a preparer sits down, source documents are organized, leadsheets are populated, and open items are already drafted.
Most workpaper tools sit on top of a firm's stack and wait for someone to feed them. Prepare works the other way. Because intake and data entry already run through Soraban, the file has a head start before anyone touches it.
For most firms, that head start doesn't exist. Every season, preparers rebuild the same file by hand, pulling numbers out of spreadsheets, PDFs, portals, and email threads before any real tax work can start. As volume climbs and teams stay lean, that organizing work quietly eats the hours that should go to judgment.
"The AI handles the prep work, the accountant makes the decisions," said Enoch Ko, CEO of Soraban. "Accountants bring judgment, credentials, and accountability that AI cannot replace. That principle shaped every part of the product."
Manual edits are never overwritten, and AI-generated review items stay fully dismissible. The preparer stays in control of the file at every step.
Prepare brings the whole prep file into a single workspace organized around the binder, workpaper, and leadsheet. It:
Prepare reinforces the thinking experienced preparers already bring, flagging the patterns that quietly turn into rework downstream:
Junior staff catch and resolve these early instead of pushing them into review. The result is a clearer file, a stronger document trail, and fewer preventable problems landing on the reviewer's desk.
"Firms are under pressure to increase capacity without endlessly adding headcount or overtime," said Zhifarn Ang, CPA and Product Advisor. "But quality still matters. Accountant expertise still matters. Prepare helps firms scale that expertise more effectively."
Soraban's AI has been refined across six tax seasons and more than 350 accounting firms, trained on how firms actually work rather than on generic document automation.
Prepare is now available in beta for a limited number of firms this summer.
Read the official announcement on PRNewswire.
See how Soraban fits alongside the tools your firm already uses — no rip-and-replace required.