Case Studies

From Bottleneck to Breakthrough: Necelis CPA's Journey with Soraban

Necelis CPA transformed client interactions and optimized time management through Soraban’s innovative technologies. Learn how Soraban’s solutions improve workflow and elevate service quality for accounting firms.

Empowering a Family Firm: How Soraban Helped Betts Tax Services' Increase Completed Tax Returns by 13%

Betts Tax Services enhanced efficiency and improved client service by streamlining processes and reducing processing time with Soraban’s AI-powered solutions. Discover how Soraban supports small tax businesses in creating smoother client interactions.

Remote Success: How Soraban Improved Tax Processes for GreenGrowth CPAs

Discover how Soraban streamlined GreenGrowth CPAs’ tax processes, enhancing efficiency with customizable client intake and automated follow-ups. This case study explores how Soraban’s tailored solutions enabled GreenGrowth to focus on high-value tasks and reduce time-consuming manual work, transforming their workflow for a competitive edge in a demanding industry.

Optimizing Operations: Mari Ramirez CPA Firm's Journey with Soraban

Learn how Mari Ramirez’s CPA firm overcame tax season challenges with Soraban. This case study highlights how centralized document management, automated notifications, and e-signature integration improved client satisfaction, reduced administrative burdens, and streamlined workflows, enabling the firm to thrive during tax season and beyond.

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Terms & Conditions

Version 1.3. Latest update: 07/30/2021

Please read these terms of service ('agreement' or 'terms of use') carefully before using the services offered by Soraban, inc. ('company'). This agreement sets forth the legally binding terms and conditions for your and your business or other legal entity’s ('you') use of the various websites owned and operated by company, including, without limitation, the https://soraban.com website and domain name ('sites'), and any other features, content, or applications offered from time to time in connection therewith (collectively, the 'service'). By using the sites or service in any manner, including but not limited to visiting or browsing the sites, you agree to be bound by this agreement. This agreement applies to all users of the sites or service, including users who are also contributors of content, information, and other materials or services on the sites. By entering into this agreement on behalf of a company or other legal entity, you represent that you have the authority to bind such entity to this agreement and that you are of legal age to form a binding contract.

Acceptance of Terms

The Service is offered subject to acceptance without modification of these Terms of Use and all other operating rules, policies and procedures that may be published from time to time on the Sites by Company. In addition, some services offered through the Service may be subject to additional terms and conditions promulgated by Company from time to time; your use of such services is subject to those additional terms and conditions, which are incorporated into these Terms of Use by this reference.You represent and warrant that all registration information you submit is accurate and truthful; and that your use of the Service does not violate any applicable law or regulation. Company may, in its sole discretion, refuse to offer the Service to any entity and change its eligibility criteria at any time. This provision is void where prohibited by law and the right to access the Service is revoked in such jurisdictions.

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Modification of Terms of Use

Company reserves the right, at its sole discretion, to modify or replace any of the Terms of Use, or change, suspend, or discontinue the Service (including without limitation, the availability of any feature, database, or content) at any time by posting a notice on the Sites or by sending you an email. Company may also impose limits on certain features and services or restrict your access to parts or all of the Service without notice or liability. It is your responsibility to check the Terms of Use periodically for changes. Your continued use of the Service following the posting of any changes to the Terms of Use constitutes acceptance of those changes.

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Privacy

Company's current privacy policy is located at https://app.soraban.com/privacy-policy (the 'Privacy Policy') and is incorporated into these Terms of Use by this reference. For inquiries in regard to the Privacy Policy, or to report a privacy-related problem, please contact hello@soraban.com.

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Registration

As a condition to using certain aspects of the Service, you will be required to register with Company and select a password and email address. You shall provide Company with accurate, complete, and updated registration information. Failure to do so shall constitute a breach of the Terms of Use, which may result in immediate termination of your Company account. You shall not select or use an email address of another person with the intent to impersonate that person. Company reserves the right to refuse registration of, or cancel a Company account in its sole discretion. You are solely responsible for activity that occurs on your account and shall be responsible for maintaining the confidentiality of your Company password. You shall never use another user’s account without such other user’s express permission. You will immediately notify Company in writing of any unauthorized use of your account, or other account related security breach of which you are aware.Company shall have the right to use Customer’s name in a factual manner for marketing or promotional purposes on Company’s website and in other communication with existing or potential customers. To refuse Company this right, Customer must email Company (at the email address provided in the Service) stating that Customer does not wish to grant Company this right. If any provision of this Agreement is found to be unenforceable or invalid, that provision will be limited or eliminated to the minimum extent necessary so that this Agreement will otherwise remain in effect and enforceable.

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Services

Customer shall have the right to grant users, including its employees, investors, vendors, advisors and agents, access to its account for use of the Services in accordance with this Agreement ('Authorized Users') and designate which Authorized Users shall have administrative privileges. Customer is solely responsible for ensuring Authorized Users comply with the Agreement. Customer shall be responsible for all activities occurring under Customer’s account, including all activities of its Authorized Users, and for obtaining and maintaining any equipment and ancillary services needed to connect to, access or otherwise use the Services, including, without limitation, modems, hardware, servers, software, operating systems, networking, web servers and the like (collectively, 'Equipment'). Customer shall also be responsible for maintaining the security of the Equipment, Customer account, passwords (including but not limited to administrative and Authorized User passwords) and files, and for all uses of Customer account or the Equipment with or without Customer's knowledge or consent.Company may invite Customer to try certain services at no charge for a free trial or assessment or if such services are not widely available to customers (collectively, 'Evaluation Services'). Evaluation Services will be identified as alpha, beta, trial, early access, limited release, pilot, evaluation, or similar. Evaluation Services are for Company’s internal analytical purposes only and not for production use, are not considered 'Services' under this Agreement, are not supported, are provided 'as is' without warranty of any kind, and may be subject to additional terms. Company may discontinue Evaluation Services at any time in its sole discretion and may never make them generally available. Company will have no liability for any harm or damage arising out of or in connection with any Evaluation Services.

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Consent to Receive Electronic Communications from Company

By registering for the Service and providing your name, email, postal or residential address, and/or phone number through the Service, you expressly consent to receive electronic and other communications from Company, over the short term and periodically, including email communications. These communications will be about the Service, new product offers, promotions, and other matters. You may opt-out of receiving electronic communications at any time by following the unsubscribe instructions contained in each communication, or by sending an email to hello@soraban.com. You agree that these electronic communications satisfy any legal requirements that communications or notices to you be in writing.

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Account Information from Third Party Sites

Through the service, you may direct company to retrieve certain information maintained online by third-party financial institutions or providers with which you have a customer relationship, maintain accounts or engage in financial transactions (“account information”). You agree to provide your username, password, pin and other log-in information and credentials necessary to access your account with such institutions or providers ('access information'), and you hereby grant company permission to use the access information and account information for the purposes contemplated by this agreement. By using the service, you expressly authorize company to access, store and use your account information maintained by identified third parties, on your behalf as your agent. You hereby authorize company to store and use your access information to accomplish the foregoing and to configure the service so that it is compatible with the third party sites for which you submit account information. This may include, without limitation, monitoring your usage (including the location of relevant clicks and links) of such third party sites (when accessed through the service) solely to facilitate such compatibility and our contemplated access to your relevant account information in connection with the service. For purposes of this agreement, you grant company a limited power of attorney, and appoint company as your attorney-in-fact and agent, to access third party sites using access information, and to retrieve, store and use your account information with the full power and authority to do and perform each thing necessary in connection with such activities, as you could do in person solely in connection with company’s provision of the service. You acknowledge and agree that when company accesses and retrieves account information from third party sites, company is acting as your agent, and not as the agent of or on behalf of the third party. You acknowledge and agree that the foregoing does not imply sponsorship or endorsement by any third party services accessible through the service. You represent and warrant that neither the foregoing (or anything else in this agreement) nor your use of the services will violate any agreement or terms to which you are subject, including without limitation, those with respect to any third party site or service.

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Rules and Conduct

You may not use the Service for any purpose that is prohibited by these Terms of Use. The Service is provided only for your internal use in connection with your lawful business activities. You are responsible for all of your activity in connection with the Service. For purposes of the Terms of Use, the term “Content” includes, without limitation, any advertisements, advice, suggestions, blogs or forum comments, information, data, text, photographs, software, scripts, graphics, and interactive features generated, provided, or otherwise made accessible by Company or its partners on or through the Service. By way of example, and not as a limitation, you shall not (and shall not permit any third party to) either (a) take any action or (b) post any content on or through the Service, that:

• infringes any intellectual property or other proprietary right of any other person or entity;

• is unlawful, threatening, abusive, harassing, defamatory, libelous, deceptive, fraudulent, invasive of another's privacy, tortious, obscene, offensive, or profane;

• constitutes unauthorized or unsolicited advertising, junk or bulk e-mail ('spamming');

• involves commercial activities and/or sales without Company’s prior written consent, such as contests, sweepstakes, barter, advertising, or pyramid schemes;

• contains software viruses or any other computer codes, files, or programs that are designed or intended to disrupt, damage, limit or interfere with the proper function of any software, hardware, or telecommunications equipment or to damage or obtain unauthorized access to any system, data, password or other information of Company or any third party; or

• impersonates any person or entity, including any employee or representative of Company.

Additionally, you shall not: (i) take any action that imposes or may impose (as determined by Company in its sole discretion) an unreasonable or disproportionately large load on Company’s (or its third party providers’) infrastructure; (ii) interfere or attempt to interfere with the proper working of the Service or any activities conducted on the Service; (iii) bypass any measures Company may use to prevent or restrict access to the Service (or other accounts, computer systems or networks connected to the Service); (iv) run Maillist, Listserv, any form of auto-responder or “spam” on the Service; or (v) use manual or automated software, devices, or other processes to “crawl” or “spider” any page of the Sites. You shall not (directly or indirectly): (i) decipher, decompile, disassemble, reverse engineer or otherwise attempt to derive any source code or underlying ideas or algorithms of any part of the Service, except to the limited extent applicable laws specifically prohibit such restriction, (ii) modify, translate, or otherwise create derivative works of any part of the Service, (iii) copy, rent, lease, distribute, or otherwise transfer any or all of the rights that you receive hereunder, or (iv) use or access the Service in order to build a competitive product or service. You shall abide by all applicable local, state, national and international laws and regulations when using the Service. Company reserves the right to remove any Content from the Sites or Service at any time, for any reason (including, but not limited to, upon receipt of claims or allegations from third parties or authorities relating to such Content or if Company is concerned that you may have violated the Terms of Use), or for no reason at all.

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Company and Site Content

You agree that the Service contains Content specifically provided by Company or its partners and that such Content is protected by copyrights, trademarks, service marks, patents, trade secrets or other proprietary rights and laws. You shall abide by all copyright notices, information, and restrictions contained in any Content accessed through the Service. You shall not sell, license, rent, modify, distribute, copy, reproduce, transmit, publicly display, publicly perform, publish, adapt, edit, create derivative works from, or otherwise exploit any Content or third party submissions or other proprietary rights not owned by you (i) without the consent of the respective owners or other valid right, and (ii) in any way that violates any third party right. You may, to the extent the Sites expressly authorize you to do so, download or copy the Content, and other items displayed on the Sites for download, for your internal business use only, provided that you maintain all copyright and other notices contained in such Content. You shall not store any significant portion of any Content in any form. Copying or storing of any Content for other than for your internal business use is expressly prohibited without prior written permission from Company, or from the copyright holder identified in such Content's copyright notice.

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Confidentiality and Feedback

Neither Company or Customer will use or disclose the other party’s Confidential Information without the other’s prior written consent, except for the purpose of exercising rights under or performing this Agreement, or if required by law, regulation or court order; in which case, the party being compelled to disclose Confidential Information will give the other party as much notice as is reasonably practicable before disclosing the Confidential Information. When Customer provide Company with any suggestions, information, ideas, or feedback concerning Soraban, its functionality and features, or any model, report or output, errors discovered, or any suggestions for or relating to any models or output (“Feedback”) while using Soraban, such Feedback will be the property of Company. You agree to assign, and hereby assign, all right, title and interest worldwide in the Feedback, and the related intellectual property rights, to Company and agree to assist Company in perfecting and enforcing these rights.

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License

Subject to your compliance with these Terms of Use, Company grants you a non-exclusive, non-sublicensable, revocable as stated in this Agreement, non-transferable license to access the Company websites (located at the following URL: https://soraban.com), and to use the Service. No part of the Service, including the Website, may be reproduced, duplicated, copied, modified, sold, resold, distributed, transmitted, or otherwise exploited for any commercial purpose without the prior express written consent of Company. All rights not expressly granted in this Agreement are reserved by Company. Without limitation, this Agreement grants you no rights to the intellectual property of Company or any other party, except as expressly stated in this Agreement. The license granted in this section is conditioned on your compliance with this Agreement. Your rights under this section will immediately terminate if, in the sole judgment of Company, you have breached any provision of this Agreement.

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Termination

Company may terminate your access to all or any part of the Service at any time, with or without cause, with or without notice, effective immediately, which may result in the forfeiture and destruction of all information associated with your membership. If you wish to terminate your account, you may do so by following the instructions on the Sites. Any fees paid hereunder are non-refundable. All provisions of the Terms of Use which by their nature shall survive termination, including, without limitation, ownership provisions, warranty disclaimers, indemnity and limitations of liability.If Company, in Company’s discretion, takes legal action against you in connection with any actual or suspected breach of this Agreement, Company will be entitled to recover from you as part of such legal action, and you agree to pay, Company’s reasonable costs and attorneys’ fees incurred as a result of such legal action. The Company Parties will have no legal obligation or other liability to you or to any third party arising out of or relating to any termination of this Agreement.

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Warranty Disclaimer

Company makes no representations concerning any content contained in or accessed through the sites, and company will not be responsible or liable for the reliability, timeliness, quality, suitability, availability, accuracy, completeness, copyright compliance, legality or decency of any content or material contained in or accessed through the sites. You should independently verify all content and other information that you access through the service. By using the service, you agree that company shall not be responsible for (1) any content, (2) any person’s reliance on any such content, whether or not correct, current and complete, or (3) the consequences of any action that you or any other person takes or fails to take based on any content or otherwise as a result of your use of the service. Your use of or reliance on any content is at your own risk. The service (including, without limitation, any content) is provided 'As is' and 'As available' and is without warranty of any kind, express or implied, including, but not limited to, the implied warranties of title, non-infringement, merchantability and fitness for a particular purpose, and any warranties implied by any course of performance or usage of trade, all of which are expressly disclaimed. Company, and its directors, employees, agents, suppliers, partners and content providers do not warrant that: (a) the service will be secure or available at any particular time or location; (b) the use of the service will be secure, timely, uninterrupted or error-free, or operate in combination with any other hardware, software, system or data; (b) any defects or errors will be corrected; (c) any content or software available at or through the service is free of viruses or other harmful components; or (d) the results of using the service will meet your requirements or expectations. Your use of the service is solely at your own risk. The services may be subject to limitations, delays, and other problems inherent in the use of the internet and electronic communications, and company is not responsible for any delays, delivery failures, or other damage resulting from such problems. Some states do not allow limitations on how long an implied warranty lasts, so the above limitations may not apply to you. Electronic communications privacy act notice (18 usc 2701-2711): company makes no guaranty of confidentiality or privacy of any communication or information transmitted on the sites or any website linked to the sites.Company will not be liable for the privacy of email addresses, registration and identification information, disk space, communications, confidential or trade-secret information, or any other content stored on company’s equipment, transmitted over networks accessed by the sites, or otherwise connected with your use of the service.

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Indemnification

You shall defend, indemnify, and hold harmless Company, its affiliates and each of its, and its affiliates employees, contractors, directors, suppliers and representatives from all liabilities, claims, and expenses, including reasonable attorneys' fees, that arise from or relate to (i) your use or misuse of, or access to, the Sites, Service, Content, or otherwise from any content that you post to the Sites, (ii) your violation of the Terms of Use, or (iii) infringement by you, or any third party using the your account, of any intellectual property or other right of any person or entity. Company reserves the right to assume the exclusive defense and control of any matter otherwise subject to indemnification by you, in which event you will assist and cooperate with Company in asserting any available defenses.

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Limitation of Liability

In no event shall company, nor its directors, employees, agents, partners, suppliers or content providers, be liable under contract, tort, strict liability, negligence or any other legal or equitable theory with respect to the service (including, without limitation, any content) (I) for any lost profits, data loss, cost of procurement of substitute goods or services, or special, indirect, incidental, punitive, or consequential damages of any kind whatsoever (however arising), (ii) for any bugs, viruses, trojan horses, or the like (regardless of the source), (iii) for your reliance on the service or (iv) for any direct damages in excess of (in the aggregate) one-hundred U.S. Dollars ($100.00) or, if greater, the fees paid by you for the service in the preceding six (6) month period. Some states do not allow the exclusion or limitation of incidental or consequential damages, so the above limitations and exclusions may not apply to you.

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International Use

Company makes no representation that the Content is appropriate or available for use in locations outside of United States, and accessing the Service is prohibited from territories where such Content is illegal. If you access the Service from other locations, you do so at your own initiative and are responsible for compliance with local laws.

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Dispute Resolution

A printed version of the Terms of Use and of any notice given in electronic form shall be admissible in judicial or administrative proceedings based upon or relating to the Terms of Use to the same extent and subject to the same conditions as other business documents and records originally generated and maintained in printed form. You and Company agree that any cause of action arising out of or related to the Service must commence within one (1) year after the cause of action arose; otherwise, such cause of action is permanently barred. The Terms of Use shall be governed by and construed in accordance with the laws of the State of California, excluding its conflicts of law rules. Any dispute arising from or relating to the subject matter of this Agreement shall be finally settled by arbitration in San Francisco County, California, using the English language in accordance with the Arbitration Rules and Procedures of Judicial Arbitration and Mediation Services, Inc. ('JAMS') then in effect, by one commercial arbitrator with substantial experience in resolving intellectual property and commercial contract disputes, who shall be selected from the appropriate list of JAMS arbitrators in accordance with the Arbitration Rules and Procedures of JAMS. The prevailing party in the arbitration shall be entitled to receive reimbursement of its reasonable expenses (including reasonable attorneys' fees, expert witness fees and all other expenses) incurred in connection therewith. Judgment upon the award so rendered may be entered in a court having jurisdiction or application may be made to such court for judicial acceptance of any award and an order of enforcement, as the case may be. Notwithstanding the foregoing, each party shall have the right to institute an action in a court of proper jurisdiction for injunctive or other equitable relief pending a final decision by the arbitrator. For all purposes of this Agreement, the parties consent to exclusive jurisdiction and venue in the United States Federal Courts located in the Northern District of California. Use of the Service is not authorized in any jurisdiction that does not give effect to all provisions of the Terms of Use, including without limitation, this section.

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Integration and Severability

The Terms of Use are the entire agreement between you and Company with respect to the Service and use of the Sites, and supersede all prior or contemporaneous communications and proposals (whether oral, written or electronic) between you and Company with respect to the Sites. If any provision of the Terms of Use is found to be unenforceable or invalid, that provision will be limited or eliminated to the minimum extent necessary so that the Terms of Use will otherwise remain in full force and effect and enforceable. The failure of either party to exercise in any respect any right provided for herein shall not be deemed a waiver of any further rights hereunder.

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Government Restrictions

Customer may not remove or export from the United States or allow the export or re-export of Soraban. As defined in FAR section 2.101, the Software and documentation are “commercial items” and according to DFAR section 252.2277014(a)(1) and (5) are deemed to be “commercial computer software” and “commercial computer software documentation.” Consistent with DFAR section 227.7202 and FAR section 12.212, any use modification, reproduction, release, performance, display, or disclosure of such commercial software or commercial software documentation by the U.S. Government will be governed solely by the terms of this Agreement and will be prohibited except to the extent expressly permitted by the terms of this Agreement.

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Fees and Payment

You may be required to purchase or pay a fee to access some of our services. You agree to provide current, complete, and accurate purchase and account information for all purchases made via the Site. You further agree to promptly update account and payment information, including email address, payment method, and payment card expiration date, so that we can complete your transactions and contact you as needed. We bill you through an online billing account for purchases made via the Site. Sales tax will be added to the price of purchases as deemed required by us. We may change prices at any time. All payments shall be in U.S. dollars. You agree to pay all charges or fees at the prices then in effect for your purchases, and you authorize us to charge your chosen payment provider for any such amounts upon making your purchase. If your purchase is subject to recurring charges, then you consent to our charging your payment method on a recurring basis without requiring your prior approval for each recurring charge, until you notify us of your cancellation. We reserve the right to correct any errors or mistakes in pricing, even if we have already requested or received payment. We also reserve the right to refuse any order placed through the Site.

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Free Trial

We may offer a free trial to new users who register with the Site. The account will not be charged and the subscription will be suspended until upgraded to a paid version at the end of the free trial.

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Data Retention

Even after you have stopped using our software, all information and files you've input and upload on Soraban will be kept for at least one year. Please reach out to us at hello@soraban.com if you need to access your data after cancellation. After one year of inactivity without payment, we may erase or delete all information saved on Soraban. We will not be sharing your data to any individual or entity outside of Soraban Team at anytime, even after you have cancelled your subscription.

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Cancellation

All purchases are non-refundable. You can cancel your subscription at any time by contacting us using the contact information provided below. Your cancellation will take effect at the end of the current paid term.If you are have questions about our services, please email us at hello@soraban.com.

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General

Company shall not be liable for any failure to perform its obligations hereunder where such failure results from any cause beyond Company’s reasonable control, including, without limitation, mechanical, electronic or communications failure or degradation (including 'line-noise' interference). The Terms of Use are personal to you, and are not assignable, transferable or sub-licensable by you except with Company's prior written consent. Company may assign, transfer or delegate any of its rights and obligations hereunder without consent. No agency, partnership, joint venture, or employment relationship is created as a result of the Terms of Use and neither party has any authority of any kind to bind the other in any respect. In any action or proceeding to enforce rights under the Terms of Use, the prevailing party will be entitled to recover costs and attorneys' fees. All notices under the Terms of Use will be in writing and will be deemed to have been duly given when received, if personally delivered or sent by certified or registered mail, return receipt requested; when receipt is electronically confirmed, if transmitted by facsimile or e-mail; or the day after it is sent, if sent for next day delivery by recognized overnight delivery service.

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Copyright and Trademark Notices

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Corrections

There may be information on the Site that contains typographical errors, inaccuracies, or omissions, including descriptions, pricing, availability, and various other information. We reserve the right to correct any errors, inaccuracies, or omissions and to change or update the information on the Site at any time, without prior notice.

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Notices

All notices required or permitted to be given under this Agreement must be in writing. Company shall give any notice by email sent to the most recent email address, if any, provided by the intended recipient to Company. You agree that any notice received from Company electronically satisfies any legal requirement that such notice be in writing. You bear the sole responsibility of ensuring that your email address on file with Company is accurate and current, and notice to you shall be deemed effective upon the sending by Company of an email to that address.

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Service Providers

Soraban Inc. (“our,” “we” or “us”) is committed to protecting your information and privacy. This Service Providers list contains a list of 3rd party service providers of Soraban. Capitalized terms not defined in this Privacy Policy have the meaning as set forth in the Terms of Service or Privacy Policy for the Services, which can be found here or here. This Service Provider list will be updated from time-to-time, as Service Providers are added and removed.

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Stripe

Stripe is a technology company. Its software allows individuals and businesses to receive payments over the Internet. Stripe provides the technical, fraud prevention, and banking infrastructure required to operate online payment systems. We use Stripe to process payments. We do not collect or store any payment information. Information, collections and transaction of payer, payee and payment information are performed by Stripe.

‍Stripe Privacy and Terms.

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Plaid

Plaid is a financial technology company that has a technology platform, which enables applications to connect with users’ bank accounts. Plaid enables us to interact with your bank accounts, check balances, and make payments through financial technology applications. We do not collect or store any payment information. Information, collections and transaction of payer, payee and payment information are performed by Plaid.

‍Plaid Terms and Privacy.

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Dropbox

Dropbox is a file hosting service operated by the American company Dropbox, Inc., headquartered in San Francisco, California, that offers cloud storage, file synchronization, personal cloud, and client software. We use Dropbox Business to keep your client files secure and we use their API to surface the files through our platform for your ease-of-use.

‍Dropbox Privacy and Terms.

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AWS

Amazon Web Services is a subsidiary of Amazon providing on-demand cloud computing platforms and APIs to individuals, companies, and governments, on a metered pay-as-you-go basis. We use AWS to provide various web services to you.

‍AWS Service Terms

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Contact

You may contact Company by email to hello@soraban.com.

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Privacy Policy

Version 1.5. Latest update: 06/01/2023

The purpose of this page is to explain our practices regarding the collection, use and disclosure of information that we receive from the person or entity accessing our Site or using our Services (“you” or “your”), including in particular information which may be used to identify you as a natural person (“Personal Information”). This Privacy Policy sets forth the privacy practices of Soraban, Inc. (“Soraban” or “we” or “us” or “our”) for (1) our website located at www.soraban.com (the “Site”) and (2) all Soraban software and applications (including, without limitation, mobile software and applications) (the “Software”) and all other Soraban products or services provided otherwise made accessible on or through the Software or the Site (collectively the“Services”). This Privacy Policy does not apply to any third-party websites, services or applications, even if they are accessible through our Services.

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‍What information do we collect?
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We may collect the following types of Personal Information from you:

- Your name and email address

- Your or your company’s name and physical address and phone number

- Information about your business such as company name, company size, industry

- Unique identifiers such as user name, account number, and password

- Date of birth

- Demographic information such as region, job title, interests and zip code

- Information you choose to provide us through our forums or our services

- Information that you provide in connection with your purchase or license of Services, including credit card number, credit card expiration date, credit card verification code, bank or brokerage account number, bank account title, bank name, branch location, and routing number

- When necessary to determine suitable products and services, may we collect financial information such as bank or brokerage account numbers, types of investments, income, revenue, assets, credits, deductions, expenses, and bank account information financial information such as bank or brokerage account numbers, types of investments, shareholder information such as cap table, income, revenue, assets, credits, deductions, expenses, and bank account information

- Information required for us to fulfill our contractual obligation to deliver accounting and tax products and services, including potentially your social security number, bank account information, business financial information (such as profit and loss statements or balance sheets) or other information required by our tax professional clients in order to properly process tax filings.

- Preferences information such as email subscription type preferences and communication preferences

- We may retain server logs which include the IP address of every request to our server

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We may collect certain information about you from third parties, including from social networks (for example, Facebook or Twitter) if used in connection with our Site or our Services.

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If you provide us personal information about others, or if others give us your information, we will only use that information for the specific reason for which it was provided to us. An example of this is when you refer a friend or colleague to Soraban. By providing Soraban with a friend or colleague’s personal information, you act as the authorized party to disclose that information to Soraban so that we may collect, use, and disclose such information for the purposes described in this Privacy Policy. This means that you must take reasonable steps to ensure the individual concerned is aware of and/or consents to topics in this Privacy Policy, including the collection of their personal information, the purposes for which that information is being collected, the intended recipients of that information, the individual's right to obtain access to that information, Soraban’s identity, and how to contact Soraban. Where requested to do so by Soraban, you must also assist Soraban with any requests by the individual to access or update the personal information you have collected from them.

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We may also collect and aggregate information about the use of our Site and our Services. That information could include information such as your Internet Protocol (IP) address (an IP or Internet Protocol Address is a unique numerical address assigned to a computer as it logs on to the internet), browser type, operating system, the web page that you were visiting before accessing our Site, the pages or features of our Site which you browsed and the time spent on those pages or features, search terms, the links on our Site that you clicked on and other statistics. If you access our Site using a mobile device, we collect information such as a device identifier, user settings and the operating system of your device, as well asinformation about your use of our Services.

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‍What do we use your Personal Information for?
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We will use your Personal Information, in compliance with this Privacy Policy to help us deliver the Services to you. Any of the information we collect from you may be used to:

- Establish your identity

- Assess the needs of your business to determine suitable products and services

- Provide requested financial services and administer your account

- Respond to customer service requests

- Send you requested product or service information and product updates

- Conduct research and analysis, and to compile statistics and analysis about your andother customers’ use of our Site and our services

- Personalize your experience, including displaying content based on your interests —your Personal Information helps us to better respond to your individual needs.

- Improve our Site and our Services — we continually strive to improve our site offerings based on the information and feedback we receive from you.

- Improve customer service — your Personal Information helps us to more effectively respond to your customer service requests and support needs.

- Send periodic emails — the email address you provide may be used to send you information, notifications that you request about changes to topics or in response to your username, respond to inquiries and/or other requests or questions, or to alertyou of updates to protect your system from new types of online attacks and to send periodic emails containing information relevant to your account and the products you use.

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We may also use your Personal Information where necessary for us to comply with a legal obligation, including to share information with government and regulatory authorities when required by law or in response to legal process, obligation or request.

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We cooperate with government and law enforcement officials or private parties to enforce and comply with the law. We may disclose your Personal Information to government or law enforcement officials or private parties as we, in our sole discretion, believe necessary or appropriate: (i) to respond to claims, legal process (including subpoenas); (ii) to protect our property, rights and safety and the property, rights and safety of a third party or the public in general; and (iii) to stop any activity that we consider illegal, unethical or legally actionable activity.

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In addition, we may collect and analyze data and other information relating to the provision, use and performance of various aspects of the Services (“Performance Data”), and to use such Performance Data to improve and enhance our Services and for other development, diagnostic, and corrective purposes; provided, however, that all Performance Data shall be used solely in aggregate or other de-identified form and in a manner in which neither you nor any individual can be personally identified.

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‍Account Information from Third-Party Sites

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‍Through the service, you may direct us to retrieve certain information maintained online by third-party financial institutions or providers with which you have a customer relationship, maintain accounts or engage in financial transactions (“account information”). You agree to provide your username, password, pin and other log-in information and credentials necessary to access your account with such institutions or providers (“access information”), and you hereby grant company permission to use the access information and account information for the purposes of us providing our Services. By using our Services, you expressly authorize us to access, store and use your account information maintained by identified third parties, on your behalf as your agent. You hereby authorize us to store and use your access information to accomplish the foregoing and to configure the Service so that it is compatible with the third-party sites for which you submit account information. This may include, without limitation, monitoring your usage (including the location of relevant clicks and links) of such third-party sites (when accessed through the service) solely to facilitate such compatibility and our contemplated access to your relevant account information in connection with the service. You represent and warrant that neither the foregoing nor your use of our Services will violate any agreement or terms to which you are subject, including without limitation, those with respect to any third-party site or service.

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‍Do we use cookies?

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‍Yes. Cookies are small files that a site or its service provider transfers to your computer’s hard drive through your Web browser (if you allow). These cookies enable the site to recognize your browser and, if you have a registered account, associate it with your registered account. We may use both session Cookies and persistent Cookies to identify that you’ve logged in to the Services and to tell us how and when you interact with our Site. We use cookies to understand and save your preferences for future visits and compile aggregate data about site traffic and site interaction so that we can offer better site experiences and tools in the future. We may also use Cookies to monitor aggregate usage and web traffic routing on our Services and to customize and improve our Services. Unlike persistent Cookies, session Cookies are deleted when you log off from the Services and close your browser. Although most browsers automatically accept Cookies, you can change your browser options to stop automatically accepting Cookies or to prompt you before accepting Cookies. Please note, however, that if you don’t accept Cookies, you may not be able to access all portions or features of the Site or the Services.

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- Essential cookies: These cookies help run our site and make your experience better. These include cookies that allow you access to a members-only part of the site or help the content of our site load quickly. These cookies are only used to provide you with these services.

- Functionality cookies: These cookies allow the site to remember preferences you have selected such as login details or other selections you may have made. These are designed to make it easier to use our site and not have to set the same preferences every time.

- Social Media cookies: We may use social media tools on our site; these cookies allow the social media network to record when you have liked or engaged with a social media tool on our site. In some situations, the social network may send us data that you have set to share. If you do not want the social media network to share information with us, please check your privacy settings with the social media network.

- Advertising cookies: These cookies allow us to track browsing habits as you visit the site. Based on your browsing history and with your permission, we may use third-party advertising partners who can then display to you a relevant ad when you are on a third-party site such as a social media platform. Within these cookies, we may also know your precise location such as latitude, longitude, GeoIP, and other location-specific information. Please see below for your choices on cookies and the use of advertising.

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We may also collect information via standard server logs or clear GIFs (also known as “Web beacons”). Web beacons and pixel tags are images embedded in a webpage or email for the purpose of measuring and analyzing usage and activity. We, or third-party service providers acting on our behalf, may use web beacons and pixel tags to help us analyze usage and improve our functionality. Social media tools, like widgets and plug-ins, may be offered so you can share information on other sites such Facebook and Twitter. These interactive mini-programs collect your IP address, record the pages you visit on our Site, and set cookies that will enable the widget to function properly. Your interactions with these widgets are governed by the privacy policy of the company providing them, not by this Privacy Policy. If we link or associate any information gathered through passive means with Personal Information, we treat the combined information as Personal Information under this Privacy Policy. Otherwise, we use information collected by passive means in non-personally identifiable form only.

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We use the following third-party advertising cookies and analytics to present you with opportunities to access Services on our Site: We use Google Analytics cookies to allow us to see how you use our Services so that we can improve your experience. We encourage you to read the Google Privacy Policy. If you prefer to not have data reported by Google Analytics, you can install the Google Analytics Opt-out Browser Add-on. Google Analytics is a web analysis service provided by Google Inc. (“Google”). Google utilizes the Personal Information collected to track and examine the use of our Services, to prepare reports on its activities and share them with other Google services. Google may use the Personal Information collected to contextualize and personalize the ads of its own advertising network. Personal Information collected: Cookies and Usage Data. Place of processing: United States. We use the FullStory digital experience analytics platform for on-the-fly funnels, pixel-perfect replay, custom events, heat maps. FullStory’s terms of service can be found at https://www.fullstory.com/legal/terms-and-conditions; their privacy policy can be found at https://www.fullstory.com/legal/privacy-policy. Our website may also include social media features or widgets, such as the Facebook Like button. Use of these features may allow social media sites like Facebook to collect your IP address, detect which page you are visiting on our site, and set a cookie to enable the feature to function properly. Your interactions with these features are governed by the privacy policy of the third party providing it.

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‍“Do Not Track” options will not affect how we use your Personal Information.

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Although we do our best to honor the privacy preferences of our customers, we are not able to respond to Do-Not-Track signals from your browser at this time. As discussed above, we track websites and app usage information through the use of cookies for analytic and internal purposes only. Because we do not collect this information to track you across websites or apps over time, your selection of the “Do Not Track” option provided by your browser will not have any effect on our collection of cookie information for analytics or internal purposes.

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‍Do we disclose any information to outside parties?

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‍Except as set out below, we do not sell or trade your Personal Information. Non-personally identifiable visitor information, however, may be provided to other parties for marketing, advertising or other uses. We may disclose your Personal Information to our subsidiaries and affiliates, or to contractors, service providers, and other third parties we use to support our business. These third-party providers are not permitted to use the information collected on our behalf except to help us conduct and improve our business. We may also release your Personal Information when we believe release is appropriate to comply with the law, enforce our site policies or protect our or others’ rights, property or safety. Your Personal Information may also be transferred to another company in the event of a transfer, change of ownership, reorganization or assignment of all or part of our businesses or assets. This will occur if the parties have entered into an agreement under which the collection, use and disclosure of the information is limited to those purposes of the business transaction, including a determination whether or not to proceed with the business transaction. You will be notified via email or prominent notice on our websites for thirty (30) days of any such change in ownership or control of your Personal Information or as otherwise may be required or permitted by law.

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‍How do we protect your Personal Information?

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‍The security of your Personal Information is important to us; but remember that no method of transmission over the Internet or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your Personal Information, we cannot guarantee its absolute security.

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‍Retention of your Personal Information

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‍We retain your Personal Information for as long as you have an open account with us or as otherwise necessary to provide you with the Service, and thereafter as set forth in our any other written agreement with you to license our Services agreement with you. After it is no longer necessary for us to retain your Personal Information, we will dispose of it in a secure manner or anonymize the information. We also retain backups of the data in our Service for a period of ninety (90) days one year after termination of the service (or after deletion of the data from our production services). These backups may contain your Personal Information, and are deleted on a rolling ninety (90)-day basis unless otherwise retained as set forth in this policy. Despite the foregoing, in some cases we retain Personal Information for longer, if doing so is necessary to comply with our legal obligations, resolve disputes or collect fees owed, or is otherwise permitted or required by applicable law, rule, regulation or legal process. For example, if we are involved in litigation or a governmental or regulatory investigation, then we keep data throughout the period of litigation or investigation and for 5 years after that. If a settlement means that we have to keep data for longer, then we keep data for the period required to administer the settlement. If we provide data to law enforcement agencies, then we keep a record of this for one year beyond the end of the investigation.

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‍Third-party Links

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‍Occasionally, at our discretion, we may include or offer third-party products or services on our site. This Privacy Policy does not apply to any third-party websites, services or applications, even if they are accessible through our Services. If you click a third-party link, you will be directed to that third party's site. We strongly advise you to review the privacy policy of every site you visit. We have no control over and assume no responsibility for the content, privacy policies or practices of any third-party sites or services.

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‍Children’s Privacy

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‍Our Services are not intended for use by children under the age of 13 (“Children”). We do not knowingly collect Personal Information from Children. If you become aware that a person under the age of 13 has provided us with Personal Information, please contact us. If we become aware that we have collected Personal Information from Children without verification of parental consent, we take steps to remove that information from our servers.

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‍Transfers and Processing of your Personal Information?

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Our Site is operated in the United States. If you are located in another jurisdiction, please know that your information will be transferred to, stored, and processed in the United States. By using this site and providing us with information, you consent to this transfer, processing, and storage of your information in the United States. It is important to note that the privacy laws in the United States may not be as comprehensive as those in other countries such as the European Union. Please also see the section of this Privacy Policy titled “Special Provisions Applicable to Residents of the European Union”. In addition, your Information may also be stored locally on the devices you use to access our Services. Data that we collect from you may be processed by staff operating outside the U.S. who work for us or for one of our suppliers. For example, such staff may be engaged in the processing of an order for our Services, the processing of your payment details and the provision of support services. By submitting your personal data, you agree to this transfer, storing or processing. We will take all reasonable steps to make sure that your data is treated securely and in agreement with this Privacy Policy. Data that is provided to us is stored on secure servers. Details relating to any transactions entered into via our site or service providers sites will be encrypted in motion and at rest. Please note, however, that the transmission of information via the internet is not completely secure, and therefore we cannot guarantee the security of data sent to us electronically. The transmission of such data is entirely at your own risk.

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‍Special Provisions Applicable to Residents of the European Union

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‍This section of our Privacy Notice applies to all personal information that is governed by the General Data Protection Regulations (the “GDPR”), within the territorial scope of the GDPR, that may be used to identify you as a visitor to our Site and that is obtained by us in connection with the Site or providing a product or service to you as part of our operations. For general data protection regulation purposes, the “Data Controller” means the organization who decides the purposes for which, and the way in which, any Personal Information is processed. Where you are using our Services and making decisions about the Personal Information that is being processed in the Services, you are acting as a data controller and Soraban is acting as a data processor. In other cases, Soraban may be the controller of some of your Personal Information (such as when we collect your billing information, or contact information for marketing purposes, or when monitoring usage information on our site).

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A “Data Processor” is an organization which processes Personal Information for a Data Controller. As a Data Processor, we may be bound by the requirements of the GDPR.

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“Data processing” is any operation or set of operations (whether automated or not) performed upon Personal Information. Examples of data processing explicitly listed in the text of the GDPR are: collection, recording, organizing, structuring, storing, adapting, altering, retrieving, consulting, using, disclosing by transmission, disseminating or making available, aligning or combining, restricting, erasure or destruction.

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If the processing of personal data about you is subject to European Union data protection law, you have certain rights with respect to that data:

- You can request access to, and rectification or erasure of, personal data;

- If any automated processing of personal data is based on your consent or a contract with you, you have a right to transfer or receive a copy of your personal data in a usable and portable format;

- If the processing of personal data is based on your consent, you can withdraw consent at any time for future processing;

- You can to object to, or obtain a restriction of, the processing of personal data under certain circumstances; and

- For residents of France, you can send us specific instructions regarding the use of your data after your death.

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To make such requests, contact us at hello@soraban.com. When we are processing data on behalf of another party that is the Data Controller, you should direct your request to that party. You also have the right to lodge a complaint with a supervisory authority, but we encourage you to first contact us with any questions or concerns. Please be aware that those rights set out above may not apply in some instances, for example where our right to processing your personal data may be necessary for exercising the right of freedom of expression (e.g., news gathering), or for the establishment, exercise or defense of legal claims.

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We will only use your Personal Information if we have a lawful basis for doing so. Lawful bases for processing include consent, contractual necessity, and our “legitimate interests” or the legitimate interest of others, as further described below.

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‍Contractual Necessity: We process the following categories of Personal Information because we need the Personal Information to perform the Service: (a) contact information; b) user account information; (c) billing and financial account information; (d) transaction information; and (e) user content you may submit to us.

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‍Legitimate Interest: We process the following categories of Personal Information when we believe doing so furthers the legitimate interest of us or third parties. This may include when we operate and improve our business, products, and services; or when marketing our products and services to you; or protecting our Services from fraud or security threats; or completion of corporate transactions, and includes (a) contact information; (b) user account information; (c) billing and financial account information; (d) transaction information; and (e) user content you may submit to us; and (f) log data.

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‍Consent: In some cases, we process Personal Information based on the consent you expressly grant to us at the time we collect such data. When we process Personal Information based on your consent, it will be expressly indicated to you at the point and time of collection.

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‍Other Processing Grounds: From time to time we may also need to process Personal Information to comply with a legal obligation, if it is necessary to protect the vital interests of you or other persons, or if it is necessary for a task carried out in the public interest.

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We will not transfer your Personal Information outside the European Economic Area (“EEA”) unless it takes such measures as are necessary to provide adequate protection for such Personal Information consistent with the requirements of applicable laws. To the extent that we process (or causes to be processed) any Personal Information originating from the EEA in a country that has not been designated by the European Commission as providing an adequate level of protection for Personal Information, the Personal Information shall be deemed to have adequate protection (within the meaning of EU Data Protection Legislation) by virtue of the European Commission’s Standard Contractual Clauses for data transfers between EU and non-EU countries, whereby you will be regarded as the Data Exporter and we will be regarded as the Data Importer. In the event that the Contractual Clauses are deemed to no longer be a valid mechanism to legitimize transfers of personal data outside the European Economic Area, we will amend this Policy in order to establish a legitimate transfer of personal data outside the European Economic Area.

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‍Principle of Onward Transfer. In the context of an onward transfer of data to a third party, we have responsibility for the processing of Personal Data we receive and subsequently transfer to a third party acting as an agent on our behalf. We shall remain liable under applicable law if our agent processes such Personal Data in a manner inconsistent with applicable law, unless we prove that we are not responsible for the event giving rise to the damage.

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Governed by the requirements contained in GDPR, we will provide you with a reasonable opportunity to access your Personal Information that we have collected, correct it if it is inaccurate, erase it, or to request we restrict processing of the data. You also have the right to data portability, to have us provide the data to other entities. Please see GDPR Articles 15 through 18 then 20 for the requirements and procedures necessary to exercise these rights. We do not engage in automated data processing or profiling as those terms are understood under GDPR.

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With respect to these rights, (a) we reserve the right to not provide information until we receive adequate information to identify that you are the relevant data subject and to request additional information to confirm your identity; (b) with an access request or data portability request, we reserve the right to deny access to information where the rights or freedoms of other individuals may be adversely affected; (c) for requests for copies of data pursuant to an access request, we reserve the right to charge an administrative fee for any request after the first; (d) when requests are manifestly unfounded or excessive, we reserve the right to charge an administrative fee or to refuse to act on the request. When the purpose for data processing is based on consent, you have the right to withdrawal consent at any time, although that does not affect the lawfulness of processing based on consent before it is withdrawn. When the purpose for data processing is based on contract, we will likely not be able to provide you services without the Personal Information we request and so will likely have to terminate the relationship.
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Special Provisions Applicable to Residents of California

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‍If you are a California resident, you may have additional rights under the California Consumer Privacy Act (“CCPA”) relating to the collection and processing of your personal information. Please read the following if you are a California resident. For additional information, you may contact us at the address listed below or at hello@soraban.com.

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For purposes of this section, the terms personal information, consumer, and sell or sold shall be defined only as broadly as set forth in the CCPA and to the extent applicable to the Site visitor.

- We do not sell the personal information of California consumers.

- We have no actual knowledge that we have sold personal information of minors under the age of 16 years old.

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Under the CCPA, California consumers may be provided the following rights:

- the right to know about the categories or specific pieces of Personal Information we collect (including how we use and disclose the information)

- the right to have your Personal Information deleted the right not to be discriminated against for exercising consumer rights under the CCPA

- the right to opt-out of any “sales” that may be occurring

- the right to opt-out of marketing communications we send you at any time

- the right not to receive discriminatory treatment for the exercise of your privacy rights under California law.

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Our policy is not to disclose your Personal Information to third parties for the third parties’ direct marketing purposes if you have exercised your option to prevent that information from being disclosed to third parties for those purposes. If you wish to not have your personal information shared for those purposes, you may request that we delete your Personal Information by following the steps outlined in this Privacy Policy.

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You can request to know, access, correct, update or delete your Personal Information by contacting us using the contact details provided under the “Contacting Us” section of this Privacy Policy, and we will fulfill your request in accordance with applicable data protection laws. We may need to verify your identity in order to action your request, including by asking for you to provide a government issued identification document. Once we have verified you, we will respond and comply with your specific requests.

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California consumers may exercise their rights by emailing us at hello@soraban.com. Once we receive your request, we will review it, determine whether we can verify your identity, and process the request accordingly. If we need additional information, we will let you know. If you would prefer, you may designate an authorized agent to make a request on your behalf.

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You can opt-out of marketing communications we send you at any time by clicking on the “unsubscribe” or “opt-out” link in the marketing emails we send you. To opt-out of other forms of marketing (such as postal marketing or telemarketing), then please contact us using the contact details provided under “Contacting Us.”

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In addition, you are entitled to request certain information regarding our disclosure of Personal Information to third parties for their direct marketing purposes. If you are a California resident and would like to request this information, then please submit a request to us as described below at “Contacting Us.

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”California’s “Shine the Light” law, California Civil Code section 1798.83, requires certain businesses to respond to requests from California customers asking about the business’ practices related to disclosing personal information to third parties for the third parties’ direct marketing purposes. Alternatively, businesses may have in place a policy not to disclose personal information of customers to third parties for the third parties’ direct marketing purposes if the customer has exercised an option to opt-out of such information-sharing. We have such a policy in place.

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‍Changes to our Privacy Policy

‍If we decide to change our privacy policy, we will post those changes on this page.

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Contacting Us

We welcome any queries, comments or requests you may have regarding this policy please do not hesitate to contact us at hello@soraban.com. If you have questions on information we may hold about you, you may contact us as follows:

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1. Use the information request button above.

2. Email our Data protection officer at hello@soraban.com with the following information: Your name; Your company; Your title; Your country; Your state of residence; Your contact information.

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Support Team

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