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Soraban

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(5)4.7/5

Soraban is the AI execution layer for tax workflow, built for accounting firms running high volumes of 1040s that want more capacity without more hiring. Most tax tools move work around. Soraban gets it done. As a client uploads documents, Soraban builds the checklist, tracks what is missing, and nudges them until intake is complete. From there it populates leadsheets, workpapers, and binders, drafts reviewer notes for your tax team to approve or edit, and enters client data into your tax software. When the return is ready, it assembles a signature-ready packet with payment links and reminders. The difference is the training behind it. Soraban's AI is trained on six tax seasons of real firm workflows across 350+ firms, so it reflects how tax work actually gets done, not generic AI. It hands judgment back to your accountants where expertise matters and takes the repetitive work off their plate where it does not. Soraban works with the tools you already use, including UltraTax, Lacerte, Drake, CCH Axcess, and ProConnect, along with practice management platforms like Karbon, Canopy, and Financial Cents. It is not tax software or practice management. It is the layer that connects them and keeps work moving between your clients, your staff, and your software. The product covers four stages: Collect: client document intake without difficult logins or back and forth Prepare: leadsheet, workpaper, and binder population, plus drafted reviewer notes Connect: client data entry into your tax software Deliver: signature-ready packets, payments, and reminders

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