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.
- Proactive Outreach. We contact your clients to assist with platform access and document submission.
- Streamlined Onboarding. Personalized walkthroughs help clients get set up and confident quickly.
- Higher Adoption Rates. Firms see a 40% boost in questionnaire completion and faster onboarding.
How We Ensure Seamless Engagement
- Approve a client list for targeted engagement
- All calls handled by our U.S.-based team.
- Local area code phone number generated for your office
- Custom voicemail recorded and left if no connection is made
- Client callbacks redirected to your office
- Client walkthroughs follow your approved script