Soraban is an AI-powered tax workflow platform that helps accounting firms automate manual work across intake, data entry, review, and delivery. It is focused on helping firms increase 1040 capacity while improving the client experience during tax season.
– Dynamic questionnaires collect client information and documents while automating reminders through email, SMS, and voicemail
– AI tax form vision supports extraction from uploaded tax documents, lead sheet automation, and reduced manual data entry
– Review, export, payment, e-signature, and delivery workflows help firms move completed returns through final client handoff
– Fits tax teams at accounting firms that want to reduce manual 1040 workflow steps, improve client document collection, and get more returns out the door.