Soraban

Soraban is a purpose-built AI platform designed to modernize accounting firms by automating tedious administrative tasks and streamlining client interactions. It acts as an AI-powered Copilot and suite of agents, allowing accounting professionals to eliminate manual data entry and endless back-and-forth communication, thereby freeing them up to focus on expert advisory services. The platform is built on a foundation of security and efficiency, holding SOC 2 Type I compliance to ensure data protection.

The core of Soraban is its three integrated products—Collect, Connect, and Deliver—which create a seamless experience for both the firm and its clients. It enhances accounting workflows by leveraging AI to optimize efficiency and accuracy, helping firms reduce redundancies and deliver exceptional service. Many fast-growing CPA firms in the US and Canada already trust Soraban to power their operations.

How to use Soraban

Using Soraban involves a straightforward process to transform a firm's client intake and management. First, a firm customizes the platform with its own branding through the white-labeling feature, including theme colors, domain URL, and email sender. Next, using the 'Collect' module, the firm builds smart, dynamic questionnaires tailored to each client's needs, leveraging prior-year data for a personalized experience. Soraban then automates the entire collection process by sending these questionnaires and follow-up reminders to clients via email, SMS, and even voicemail. Clients interact with a secure, user-friendly, and app-free portal to upload their documents. Soraban automatically converts all uploads into a single, bookmarked PDF workpaper and a customized lead sheet. Firms can track the status of all ongoing questionnaires in a centralized dashboard and integrate the collected data with other systems like Google Drive, Karbon, or Canopy through Zapier/Make.com or the provided API.

Core Features of Soraban

• AI-Powered Copilot & Agents: An intelligent assistant designed to collaborate with accounting professionals and automate administrative tasks.
• Intelligent Document Collection: The 'Collect' module automates the process of gathering client information and documents through smart, dynamic questionnaires.
• Automated Client Reminders: Automatically sends reminders to clients via SMS, email, and voicemail to ensure timely responses.
• Seamless Client Experience: Offers a secure, pain-free, and app-free portal for clients to log in, access, and upload documents.
• Full White-Labeling: Allows firms to customize the platform with their own branding, including logos, colors, and a custom domain URL, to avoid client confusion.
• Automatic PDF Conversion: Converts all client uploads into a single, organized, and bookmarked PDF workpaper.
• Robust Integration: Integrates with a wide range of tools like Google Drive, OneDrive, Dropbox, Karbon, and more via Zapier/Make.com, and also provides API access.
• High-Level Security: SOC 2 Type I certified, built on secure AWS infrastructure, and employs features like multi-factor authentication and robust audit trails to ensure data safety and privacy.

Use Cases for Soraban

Soraban is ideal for modern accounting and CPA firms looking to enhance operational efficiency and client satisfaction. Case studies demonstrate its effectiveness in various scenarios:

• Streamlining Tax Season: Firms like Mari Ramirez CPA use Soraban to centralize document management, automate notifications, and integrate e-signatures, significantly reducing administrative burdens during the busy tax season.
• Improving Client Interaction: Necelis CPA transformed its client interactions from a bottleneck into a breakthrough by using Soraban's innovative technologies to optimize time management and workflow.
• Boosting Productivity for Small Firms: Betts Tax Services, a family firm, increased its number of completed tax returns by 13% by streamlining processes and reducing processing time with Soraban.
• Enabling Remote Operations: GreenGrowth CPAs streamlined their remote tax processes with customizable client intake and automated follow-ups, allowing the team to focus on high-value tasks instead of manual work.

Advantages of Soraban

Soraban offers significant advantages to accounting firms. It drastically increases efficiency by automating the entire client data intake process. This leads to a superior client experience, as clients are provided with a modern, easy-to-use, and secure portal. The platform's full white-labeling capability reinforces the firm's brand identity and builds client trust. Its high-level security, including SOC 2 compliance, ensures that sensitive client data is always protected. Furthermore, the pay-per-engagement pricing model provides flexibility and scalability, allowing firms to grow without being locked into prohibitive subscription costs.

Pricing and Plans

Soraban offers a clear, usage-based pricing model where firms only pay for active client engagements beyond a minimum license purchase. This ensures that costs are aligned with the value derived from the platform.

• COLLECT: $20 / Return (Minimum purchase of 150 Returns)
• CONNECT: $30 / Return (Minimum purchase of 300 Returns)
• DELIVER: $15 / Return (Minimum purchase of 150 Returns)

For firms with complex workflows, custom or bundled packages are available. Interested parties can talk to a strategist to explore these options.