Soraban
The Admin System for Accounting Firms
Executive Summary
Soraban is an intelligent tax workflow solution designed for accounting and tax firms, leveraging AI to automate client data intake and streamline workflows. This frees up tax professionals to concentrate on higher-value strategic tax planning and client advisory. The platform acts as an AI assistant, automating administrative tasks between tax software and clients. It features smart questionnaires, secure data management, and a branded client experience to gather tax information and documents efficiently. By automating these processes, Soraban helps firms boost efficiency, ensure compliance, and enhance client collaboration.
Use Cases
- Automating client data intake for tax preparation and planning.
- Streamlining tax workflow management for accounting and tax firms.
- Enabling tax professionals to focus on strategic tax planning and advisory services.
- Improving client collaboration and experience in gathering tax information and documents.
- Boosting efficiency and ensuring compliance in tax processes through automation.
Features
Intelligence
- AI-driven Client Intake: Automates the collection of tax information and documents using smart, personalized questionnaires.
- Automated Tax Workflows: Streamlines and automates repetitive tasks in tax preparation and planning processes, enhancing firm capacity.
Technical Specifications
- Architecture
- Connected tax workflow platform
- Deployment
- SaaS
- Authentication
- MFA
- API Available
- Yes
AI/ML Stack
- Accountant-trained AI
Security & Compliance
Certifications: SOC 2 Type II, IRS-Compliant E-Signature
Encryption: Robust encryption protocols to protect sensitive financial data.
Pricing
- Starting Price
- Contact sales
- Target Customer
- Accounting Firms,Tax Firms,CPAs
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