AI powered AP Automation AI Tax
Soraban · Soraban Intelligent Client Coordinator
An intelligent client coordinator that automates administrative tasks, allowing tax firms to focus on client happiness and efficiency.
Overview
What Soraban does
Soraban is an AI-powered tool designed to streamline administrative tasks for tax firms, significantly reducing the time spent on manual entry and administrative work.
Capabilities
Key features
- 01
Smart Dynamic Questionnaire
Automate document collection with flexible questionnaires that remind clients via SMS, email, and voice messages.
- 02
Seamless Client Experience
Provide a secure and easy login for clients, allowing tailored experiences with prior year data.
- 03
Fully White Labeled Platform
Customize the platform to fit your firm's branding, including email and domain.
- 04
Streamlined Workflow
Automate the sending of tax returns, including payment collection and e-signature reminders.
- 05
AI-Powered Tax Form Vision
Leverage AI for accurate tax form processing and data privacy.
- 06
Tax Software Integration
Seamlessly integrate with various tax software to eliminate tedious data entry.
Unverified profile
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What the AI does
Soraban utilizes AI to enhance accuracy and efficiency in tax form processing and client interactions.
Capabilities
- ● Automated document collection
- ● AI-driven data entry
- ● Client communication automation
Models
- Tax Form Vision Data Processing
AI model for accurate tax form data extraction and processing.
Pricing
Plans & pricing
Pricing is based on active client engagements, with different tiers for collection and delivery services.
Collect
$25 / Return
- + Minimum purchase of 50 Returns
Deliver
$20 / Return
- + Minimum purchase of 50 Returns
Collect + Deliver
$40 / Return
- + Minimum purchase of 50 Returns
Custom
Contact Sales
- + For over 150 Returns or complex workflows
Trust
Security & compliance
Soraban prioritizes security and compliance with industry standards.
Measures
- ● SOC 2 Type I Compliance
- ● Secure password policies
- ● Multi-factor authentication
- ● Ongoing system updates
More
Additional information
Competitive advantage
Soraban stands out with its AI capabilities and seamless integration with existing tax software.
- + AI-powered automation
- + Customizable client experience
- + Integration with popular tax software
On the roadmap
Plans to enhance AI capabilities and expand integrations with more tax software.
- → Enhanced AI for data extraction
- → More integrations with accounting software
Update cadence: monthly
Integration & deployment
Soraban integrates with popular tax software and cloud storage solutions.
- + Dropbox
- + ShareFile
- + ProSeries
- + Gmail
- + Outlook
- + Zapier
- + Lacerte
- + Drake Software
- + ATX
Deployment: cloud-based
Interface
A user-friendly interface that simplifies the client experience and document handling.
Support & resources
Support is available via email, with resources for onboarding and usage.
- + Email support
- + Onboarding assistance
- → Help Center
- → Documentation
External
Links & channels
Voices
What customers say
Soraban has received positive feedback from various CPA firms.
-
“Soraban significantly improved our tax season, eliminating the hassles of paper organizers.”
Brandon Hall, Hall CPA PLLC
-
“Soraban effectively reduced back-and-forth questions with minimal complaints.”
John Craig, Bookkeeping PA
Used by
Field notes
Case studies
- 01
Streamlining Tax Season
Industry: Accounting
- Challenge
- High volume of administrative tasks during tax season.
- Solution
- Implemented Soraban to automate document collection and client communication.
- Results
- Reduced administrative workload by 50%.
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Soraban, Inc. compared
Side-by-side comparison of Soraban, Inc. and 5 top ai powered ap automation alternatives across pricing, free tier, key features, integrations, and ratings.
| Tool | Pricing | Free tier | Top features | Integrations | Rating |
|---|---|---|---|---|---|
| Soraban, Inc. | $25 / Return | — |
| Dropbox, ShareFile, ProSeries +6 more | 4.5 |
| ABBYY ★ | Varies | — |
| ERP systems, CRM platforms, Document management systems | 4.5 |
| Varies | — |
| API for integration with bookkeeping and financial applications | 0.0 | |
| Contact for pricing | Yes |
| Xero Practice Manager | 4.8 | |
| Contact for pricing | Yes |
| API integrations with existing business systems, Support for various document management systems | 4.5 | |
| Varies | — |
| Accounting software, Data visualization tools, Collaboration platforms | 0.0 |
See the full breakdown on Soraban, Inc. alternatives .
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