Soraban Reviews & Product Details

The collect feature and delivery feature within Soraban have been extremely useful for streamlining how we gather client information and, ultimately, how we deliver final returns. The amount of time we saved—even in our first year using the platform—has been awesome. Review collected by and hosted on G2.com.

There are really only two things I dislike, and one of them most of the time isn’t Soraban’s fault. First, I wish their reporting functionality were better. Right now they have about six standard reports you can run, but there isn’t any ability to customize them to pull the specific data you actually need. Second, from time to time when delivering a return, we have a hard time getting emails through to our clients. They either end up in junk/spam or get blocked by a firewall. It doesn’t happen often enough to be a major problem, but it’s definitely a nuisance when it does. Review collected by and hosted on G2.com.

I love how much time Soraban saves me and how much easier it makes the tax prep process. The Collect feature is especially helpful because it keeps client questionnaires and documents organized in one place. The automated reminders are also a huge plus. I spend so much less time chasing clients for information or keeping track of who still needs to send things in.

I also really like the Connect feature. It's been very smooth to use and typically gets the return about 95% complete, which saves a lot of time on manual data entry. Overall, Soraban has made the tax prep process much more efficient and organized, giving me more time to focus on reviewing returns and helping clients with tax planning. Review collected by and hosted on G2.com.

I'm still fairly new to Soraban (about a year of experience using it) but so far, I really don't have any complaints. It's been a great experience, especially compared to the previous programs I've used, TaxCaddy and SurePrep. Review collected by and hosted on G2.com.

I love that Soraban brings everything together in one platform—gathering information, sending information, and communicating with clients. Before Soraban, I hadn’t seen all of those pieces combined in one place. Review collected by and hosted on G2.com.

Since they’re still fairly new, there are some glitches and a lot of changes, which can make it harder for some staff. People may spend a long time learning the software, and then, just when they finally get the hang of it, it changes again. Review collected by and hosted on G2.com.

I like how Soraban is always working to improve their process and make things easier for both us and the client. Review collected by and hosted on G2.com.

Improvements seem to be rolled out without any training for our team, which they find frustrating—especially when things no longer look the same as before. Review collected by and hosted on G2.com.

The time we are saving by scanning our client documents and having the system sort and name them instead of having to manually enter everything Review collected by and hosted on G2.com.

We don't get notified as much as we'd like. Example: when a client doesn't complete the questionnaire but uploads their docs via the link, we don't get notified. Review collected by and hosted on G2.com.