Collect
Client intake without the friction.
Connect
Auto-extract into UltraTax, Lacerte, Drake.
Deliver
8879 e-sign + payment in one flow.
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Stop chasing documents. Get more capacity.

Book a personalized walkthrough on your firm's workflow. We'll show how Soraban moves a real 1040 from upload to signed delivery —without follow-ups, rekeying, or paper.

THE SOLUTION

See it on your firm's workflow.

You bring a return type and a bottleneck; we'll show you how it moves through Soraban.

01

Intake stops being a never-ending task.

Every client returns a complete, organized set of documents — your team stays focused on giving clients a great experience and billable work.

02

Data lands in the tax software.

W-2s, 1099s, K-1s — extracted and pushed straight into UltraTax, Lacerte, Drake, or CCH Axcess. Preparers review side-by-side. Zero rekeying.

03

More 1040s out the door.

IRS 8879 e-signature, return packet, and Stripe payment in one client link. The close that took 30 minutes now takes 3.