SorabanAutomates data intake and service delivery process for tax firms.

Soraban - Intelligent Client Coordinator

Revolutionize Your Tax Firm with AI-Powered Automation

Key Features

• Smart, Dynamic Questionnaire: Automate document collection with flexible questionnaires.
• Auto-Reminders: Send SMS, email, and voicemail reminders to clients.
• PDF Conversion: Automatically convert all uploads to PDF.
• Seamless Client Experience: Secure, pain-free login and easy document access.
• White-Labeled Platform: Customize the platform to fit your firm's branding.
• Streamlined Workflow: Automate sending tax returns and collecting payments.
• Tax Software Integration: Print directly from tax software and enhance client return privacy.
• AI-Powered Tax Form Vision: Leverage industry-leading tax form accuracy and scalability.
• One-Step Review Process: Simplify the entire tax return review process.
• Bank-Grade Security: Protect client data with robust security measures.

Use Cases

• Overwhelmed Admins: Reduce administrative workload and improve staff retention.
• Client Document Management: Simplify document collection and access for clients.
• Tax Return Processing: Automate tax return assembly and delivery.
• Client Communication: Enhance client interactions with automated reminders and secure messaging.
• Data Entry: Eliminate manual data entry with seamless tax software integration.

Pricing

• Collect: $25 per return (minimum purchase of 50 returns)
• Deliver: $20 per return (minimum purchase of 50 returns)
• Collect + Deliver: $40 per return (minimum purchase of 50 returns)
• Custom: For over 150 returns or complex workflows, explore volume packages and enterprise licenses.

Teams

Soraban is designed for CPAs and accounting firms looking to modernize their operations. Our platform helps teams focus on client happiness by automating tedious administrative tasks, ensuring a seamless and secure client experience. With Soraban, your team can work more efficiently, reduce errors, and provide top-notch service to your clients.