Soraban

Soraban offers an AI-powered tax workflow platform designed for accounting firms, automating data intake, data entry, and delivery to streamline tax seasons. The product emphasizes AI-driven questionnaires, secure client access, white-labeled branding, and integration with common tax software and tools. It positions itself as a compliant, scalable solution to reduce manual work and improve client experience.

Soraban automates tax workflow from client intake to final delivery. It uses a smart, dynamic questionnaire to collect documents, auto-reminders (via SMS/email/voicemail), and auto-converts uploads to PDF. It supports an end-to-end workflow: COLLECT Data Intake, CONNECT Data Entry, DELIVER Final Delivery, with features like one-step review, automated leadsheets for K1s/1099s, easy data export, and seamless integration to tax software via API and pre-built connectors (SharePoint, Karbon, Stripe, Zapier). The platform is fully white-labeled, allows branding customization (domain, theme colors, email sends from firm), and includes secure login and data protection, SOC 2 Type II compliance, and bank-grade security. It also offers appointment/demo flows, reminders for e-signature or payments, and a portal-based file access experience for clients.

Who it’s for: Accounting firms of varying sizes that handle tax seasons and desire AI-assisted data collection, workflow automation, client experience improvements, and secure, branded delivery of tax returns.

Public product pages, live demo/webinar, customer testimonials, multiple integrations and API access mentioned; SOC 2 Type II compliance and security disclosures indicate product maturity and traction signals.