Get more 1040s out the door without hiring more staff.
Most accounting firms are not slowed down by tax complexity.
They’re slowed down by everything around the return: missing client documents, manual data entry, and the hours spent assembling delivery packages.
That admin drag quietly limits how many returns your firm can complete each season.
Built specifically for accounting firms, Soraban handles the three parts of the tax workflow that consume the most admin time.
Collect:
Gather complete client documents through a secure, passwordless intake experience that clients actually use.
Connect:
Extract and transfer client data into tax software like UltraTax, CCH Axcess, Drake, and Lacerte with accountant-trained, tax season battle-tested AI
Deliver:
Assemble and send the final return package, then collect signatures and payments on autopilot in one guided flow
Instead of adding another portal or replacing your systems, Soraban works with the tools your firm already uses and quietly moves work through the process.
- Admins spend less time chasing documents.
- Accountants spend more time reviewing returns.
- Clients move through the process faster.