Soraban
An intelligent client coordinator that automates administrative tasks, allowing tax firms to focus on client happiness and efficiency.
📝 What is Soraban?
"Soraban is an AI-powered tool designed to streamline administrative tasks for tax firms, significantly reducing the time spent on manual entry and administrative work."
🔑 Key Features
Smart Dynamic Questionnaire
Automate document collection with flexible questionnaires that remind clients via SMS, email, and voice messages.
Seamless Client Experience
Provide a secure and easy login for clients, allowing tailored experiences with prior year data.
Fully White Labeled Platform
Customize the platform to fit your firm's branding, including email and domain.
Streamlined Workflow
Automate the sending of tax returns, including payment collection and e-signature reminders.
AI-Powered Tax Form Vision
Leverage AI for accurate tax form processing and data privacy.
Tax Software Integration
Seamlessly integrate with various tax software to eliminate tedious data entry.
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Verify This Page🤖 AI Capabilities
Overview
Soraban utilizes AI to enhance accuracy and efficiency in tax form processing and client interactions.
Capabilities
- Automated document collection
- AI-driven data entry
- Client communication automation
AI Models
Tax Form Vision
Data Processing
AI model for accurate tax form data extraction and processing.
💰 Pricing and Plans
Pricing Overview
Pricing is based on active client engagements, with different tiers for collection and delivery services.
Collect
$25 / Return
- Minimum purchase of 50 Returns
Deliver
$20 / Return
- Minimum purchase of 50 Returns
Collect + Deliver
$40 / Return
- Minimum purchase of 50 Returns
Custom
Contact Sales
- For over 150 Returns or complex workflows
🔒 Security and Compliance
Security Overview
Soraban prioritizes security and compliance with industry standards.
Security Measures
- SOC 2 Type I Compliance
- Secure password policies
- Multi-factor authentication
- Ongoing system updates
Certifications & Compliance
📊 Additional Information
Competitive Advantage
Soraban stands out with its AI capabilities and seamless integration with existing tax software.
- AI-powered automation
- Customizable client experience
- Integration with popular tax software
Future Developments
Plans to enhance AI capabilities and expand integrations with more tax software.
- Enhanced AI for data extraction
- More integrations with accounting software
Update frequency: monthly
Integration and Deployment
Soraban integrates with popular tax software and cloud storage solutions.
Integrations:
- Dropbox
- ShareFile
- ProSeries
- Gmail
- Outlook
- Zapier
- Lacerte
- Drake Software
- ATX
Deployment Type: cloud-based
User Interface
A user-friendly interface that simplifies the client experience and document handling.
Support and Resources
Support is available via email, with resources for onboarding and usage.
Support Types:
- Email support
- Onboarding assistance
Training Resources:
- Help Center
- Documentation
🌐 Links
🎉 Success Stories and Testimonials
Customer Feedback
Soraban has received positive feedback from various CPA firms.
"Soraban significantly improved our tax season, eliminating the hassles of paper organizers."
Brandon Hall, Hall CPA PLLC
"Soraban effectively reduced back-and-forth questions with minimal complaints."
John Craig, Bookkeeping PA
Notable Customers
📊 Case Studies
Streamlining Tax Season
Industry: Accounting
Challenge:
High volume of administrative tasks during tax season.
Solution:
Implemented Soraban to automate document collection and client communication.
Results:
Reduced administrative workload by 50%.
Unverified Page
This page has not yet been verified by the software vendor. The information presented here may not be fully accurate or up-to-date.
Are you the vendor of Soraban, Inc.? Verify this page to ensure all data is accurate and up-to-date.
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