Perspective

Firm Stories

Real firms. Real results. How CPA practices across the country use Soraban to save time, grow capacity, and serve clients better.

Scale · 1k-1.5k returns

Zuazo & Associates: Doubling Capacity via Streamlined Teamwork

How Zuazo & Associates centralised client workflows in Soraban — nearly doubling in-house tax volume through automation and a unified team workspace.
Read firm story
Payments · 500-1000 returns

Lee & Crowley: Accelerating Cash Flow with Integrated Payments

How Lee & Crowley merged document intake with automated billing — eliminating outstanding AR and reducing manual follow-ups in one season.
Read firm story
Capacity growth · 89% adoption

Aiola CPA: Boosting Capacity with 89% Client Adoption

How Aiola CPA automated document collection and file organisation — increasing return capacity without adding headcount.
Read firm story
Tax intake · 500-1000 returns

From Paper to Digital: Necelis CPA's Efficiency Leap

How Necelis CPA eliminated paper organizers and accelerated document intake across all client age groups — without changing their core workflow.
Read firm story
Collect
Client intake without the friction.
Connect
Auto-extract into UltraTax, Lacerte, Drake.
Deliver
8879 e-sign + payment in one flow.
About Soraban
Who we are and why we build.
Life at Soraban
Team, culture, and open roles.
Careers
Open roles and working at Soraban.
Integrations
Security
Firm Stories
How firms use Soraban in practice.
Blog
Insights from the Soraban team.
Log InRequest a Demo
GET STARTED

Ready to write your own story?

Under 30 days to your first live season. No migration, no commitment until you're ready.