The Soraban Client Engagement Program

The Soraban Client Engagement Program

Why Choose the Soraban Client Engagement Program?

Our program lets your firm focus on delivering exceptional tax services while we manage client onboarding and engagement.
  1. Proactive Outreach. We contact your clients to assist with platform access and document submission.
  2. Streamlined Onboarding. Personalized walkthroughs help clients get set up and confident quickly.
  3. Higher Adoption Rates. Firms see a 40% boost in questionnaire completion and faster onboarding.

How We Ensure Seamless Engagement

  1. Approve a client list for targeted engagement
  2. All calls handled by our U.S.-based team.
  3. Local area code phone number generated for your office
  4. Custom voicemail recorded and left if no connection is made
  5. Client callbacks redirected to your office
  6. Client walkthroughs follow your approved script