"Connect form-data extraction was really, really incredible, and even when cleanup was needed, it was still doing far more of the heavy lifting than before. It ended up being a huge time-saver overall, I’m very, very glad we invested in it."
Soraban eliminates all bottlenecks with AI — from intake process, data entry, and manual assembly — in one connected platform. The result: your admins and preparers handle more returns without burning out.
Battle-tested through six full tax seasons (tax year of 2020 through 2025). Take a step towards the future of how accountants and admins work without risking your practice.
Soraban connects intake, workpaper prep, data entry, and delivery in one system. Returns move faster. Teams do less manual work.
COLLECT
Soraban Al collects and organizes client docs
Effortless client intake.
PREPARE
Soraban Al builds a review-ready binder
Workpapers, leadsheet, and cited review.
CONNECT
Soraban Al pushes data into tax software
No manual data entry.
DELIVER
Soraban Al assembles the return to sign
Clients review and sign in minutes.
Soraban connects intake, data entry, workpaper prep, and delivery in one system. Returns move faster, and your team does less manual work.
Handles intake for you — chase, collect, and organize every client document automatically. A best-in-class intake experience that gets more returns out the door, without the season hiring or the long hours.
Builds review-ready workpapers so your preparers can be true reviewers. Source documents are tied to populated worksheets with full traceability, and an Al review flags discrepancies and missing items — so your team catches more errors, faster, with an auditable trail from worksheet to source.
Before Soraban: scattered documents, frustrated clients, delayed returns, and endless follow-ups.
After Soraban: more returns completed earlier in the season, happier clients, and a team that can finally breathe.
Sends one link. Client uploads docs on phone or desktop. No downloading an app or jumping through hoops to reset last years password. Soraban’s AI tracks what’s missing and sends personalized follow-ups based on each client’s behavior until complete.
W-2s, 1099s, K-1s — already extracted and pre-mapped into the worksheet, workpaper, and tax software. Your team spends much more time reviewing and less time in preping, and entering in data.
Return packet delivered with IRS 8879 e-signature and payment in one flow. Close time drops from 20 minutes to 3. Never chases payment again.
"Connect form-data extraction was really, really incredible, and even when cleanup was needed, it was still doing far more of the heavy lifting than before. It ended up being a huge time-saver overall, I’m very, very glad we invested in it."
"Actually, our older clients had better adoption of Soraban than Safesend, which we used in the past. It was kind of surprising to see some of these older people that we thought, yeah, they've always done the paper organizer, and so we're just not expecting them to use it, and they did. That was a pleasant surprise!"
"We honestly can’t imagine not having it now. Soraban simplified administrative work, improved tracking, and made it easier to manage client progress. With dedicated onboarding support, we were able to take on more returns than expected without sacrificing quality."
Tax data is among the most sensitive financial information in existence. Soraban's infrastructure is designed around that fact, not bolted on afterward.
Annual third-party audits verify security controls across availability, confidentiality, and data integrity. Firm and account data is independently confirmed.
IRS 8879 signature collection meets all requirements for identity verification at NIST IAL2 level.
We formal retention and disposal procedures in place and give you full control over your data. You control the timeline. Tax data doesn't sit in a third-party system indefinitely.
Efficient and hands-on onboarding. No migration. No waiting to see ROI.