"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 three bottlenecks — intake, data entry, and delivery — in one connected platform. The result: your preparers work on returns, not logistics.
Soraban connects intake, workpaper prep, data entry, and delivery in one system. Returns move faster. Teams do less manual work.
Soraban connects intake, data entry, workpaper prep, and delivery in one system. Returns move faster. Teams do less manual work.
Handles intake for you — get every single document. Faster, and without chaos. Imagine, getting more 1040s out the door; without season hiring or long hours during busy season.
Before Soraban: hundreds of mailed paper organizers, slow returns, constant follow-ups. After: zero organizers, clients upload from day one.
Firm sends one link. Client uploads docs on phone or desktop. 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 leadsheet, workpaper, and tax software. Tax team reviews, approves, and completes the return. No re-keying. No import process.
Return packet delivered with IRS 8879 e-signature and Stripe payment in one flow. Close time drops from 20 minutes to 3. Firm 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. Legally binding, audit trail backed — no paper required.
Client documents are purged on a defined retention schedule. 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.