Average Ratings 0 Ratings
Average Ratings 6 Ratings
Description
                    Transform your team's efficiency with automation that reduces expenses and conserves valuable time. Streamline your operations by minimizing administrative duties. In today's landscape, managing your firm has become increasingly challenging due to rising client demands, fragmented software systems, and overwhelming administrative tasks. Instead of a long-distance race, make it a quick sprint with an intuitive solution that allows you to focus on what truly matters. Aiwyn’s platform seamlessly integrates all your technology for improved payment cycles, enhanced revenue insights, and a more satisfying client interaction. Experience quicker payment collection, converting days sales outstanding into exceptional sales days by strengthening your overdue accounts receivable practices. Create engagement letters in under a minute, freeing you from chasing invoices and enabling you to prioritize your clients’ needs. This platform empowers your firm to discover, implement, and collaborate with third-party solution providers effortlessly, ensuring you remain ahead in a competitive market. Ultimately, this innovative approach supports a more agile and responsive business model.
                
            
        
            Description
                    Soraban serves as an AI-driven administrative assistant tailored for accounting and tax firms, aimed at automating the processes of client data collection, document retrieval, and workflow management through a user-friendly, branded portal. By substituting monotonous manual tasks with flexible, customizable questionnaires that can send automatic reminders to clients via SMS, email, or voicemail, it also converts document uploads into PDFs and enhances client communication with intelligent, context-sensitive prompts. This tool integrates seamlessly with existing accounting software, enabling automatic data entry, the application of e-signatures for IRS documentation, and efficient coordination of tax return deliveries, all while minimizing the need for human involvement. By taking over repetitive administrative responsibilities, Soraban allows professionals to dedicate their time to advisory roles, thereby boosting overall efficiency, minimizing errors, and elevating the client experience through smooth, mobile-accessible interactions. Ultimately, Soraban not only transforms how accounting firms operate but also paves the way for a more streamlined future in client management.
                
            
        
            API Access
            
                Has API
            
            
        
        
    
                API Access
            
                Has API
            
            
        
        
    
                Integrations
            
                
    Drake Tax
            
            
        
        
    
        
        
            
                
    Karbon
            
            
        
        
    
        
        
            
                
    Lacerte
            
            
        
        
    
        
        
            
                
    Stripe
            
            
        
        
    
        
        
            
                
    UltraTax CS
            
            
        
        
    
        
        
            
                
    Zapier
            
            
        
        
    
                
            Pricing Details
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            Pricing Details
        $20/return
        
    
    
    
        
        
            
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                Free Version
            
            
        
        
    
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                Customer Support
            
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                Live Rep (24/7)
            
            
        
        
    
        
        
            
                Online Support
            
            
        
        
    
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                Live Rep (24/7)
            
            
        
        
    
        
        
            
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                Types of Training
            
                Training Docs
            
            
        
        
    
        
        
            
                Webinars
            
            
        
        
    
        
        
            
                Live Training (Online)
            
            
        
        
    
        
        
            
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                Vendor Details
Company Name
Aiwyn
Country
United States
Website
www.aiwyn.ai/
Vendor Details
Company Name
Soraban
Founded
2021
Country
United States
Website
www.soraban.com
Product Features
Accounting Practice Management
                                        Approval Workflow
                                        
                                    
                                    
                                    
                                        Billing & Invoicing
                                        
                                    
                                    
                                    
                                        Client Management
                                        
                                    
                                    
                                    
                                        Client Portal
                                        
                                    
                                    
                                    
                                        Document Management
                                        
                                    
                                    
                                    
                                        Due Date Tracking
                                        
                                    
                                    
                                    
                                        For CPA Firms
                                        
                                    
                                    
                                    
                                        Project Management
                                        
                                    
                                    
                                    
                                        Staff Management
                                        
                                    
                                    
                                    
                                        Time Tracking
                                        
                                    
                            
                        Product Features
Accounting
                                        Accounts Payable
                                        
                                    
                                    
                                    
                                        Accounts Receivable
                                        
                                    
                                    
                                    
                                        Bank Reconciliation
                                        
                                    
                                    
                                    
                                        Billing & Invoicing
                                        
                                    
                                    
                                    
                                        CPA Firms
                                        
                                    
                                    
                                    
                                        Cash Management
                                        
                                    
                                    
                                    
                                        Cryptocurrency Support
                                        
                                    
                                    
                                    
                                        Expense Tracking
                                        
                                    
                                    
                                    
                                        Fixed Asset Management
                                        
                                    
                                    
                                    
                                        Fund Accounting
                                        
                                    
                                    
                                    
                                        General Ledger
                                        
                                    
                                    
                                    
                                        Government
                                        
                                    
                                    
                                    
                                        Multi-Currency
                                        
                                    
                                    
                                    
                                        Nonprofits
                                        
                                    
                                    
                                    
                                        Payroll Management
                                        
                                    
                                    
                                    
                                        Project Accounting
                                        
                                    
                                    
                                    
                                        Purchase Orders
                                        
                                    
                                    
                                    
                                        Tax Management
                                        
                                    
                            
                        Accounting Practice Management
                                        Approval Workflow
                                        
                                    
                                    
                                    
                                        Billing & Invoicing
                                        
                                    
                                    
                                    
                                        Client Management
                                        
                                    
                                    
                                    
                                        Client Portal
                                        
                                    
                                    
                                    
                                        Document Management
                                        
                                    
                                    
                                    
                                        Due Date Tracking
                                        
                                    
                                    
                                    
                                        For CPA Firms
                                        
                                    
                                    
                                    
                                        Project Management
                                        
                                    
                                    
                                    
                                        Staff Management
                                        
                                    
                                    
                                    
                                        Time Tracking
                                        
                                    
                            
                        Corporate Tax
                                        Compliance Management
                                        
                                    
                                    
                                    
                                        Data Import / Export
                                        
                                    
                                    
                                    
                                        Data Verification
                                        
                                    
                                    
                                    
                                        Electronic Filing
                                        
                                    
                                    
                                    
                                        Exception Notification
                                        
                                    
                                    
                                    
                                        For Nonprofits
                                        
                                    
                                    
                                    
                                        For Partnerships
                                        
                                    
                                    
                                    
                                        K-1 Reporting
                                        
                                    
                                    
                                    
                                        Payroll & Employer Forms
                                        
                                    
                                    
                                    
                                        Status Tracking
                                        
                                    
                                    
                                    
                                        Tax Planning