Average Ratings 8 Ratings
Average Ratings 0 Ratings
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.
Description
We will walk you through the entire process step-by-step and assure that our calculations will be completely accurate. Each year, our service assists more individuals with their tax filings than all other online tax preparation platforms combined.
Our commitment to ensuring you receive every dollar you are entitled to is unwavering, and we stand by that promise.
No matter how straightforward or complicated your tax circumstances may be, we will identify every deduction and credit available to you, ensuring you maximize your refund.
To streamline your filing experience, simply upload last year’s tax return to automatically fill in your information, helping you avoid mistakes and move forward efficiently.
You can easily upload, import, or photograph your W-2 or 1099-NEC, and we will ensure that your information is accurately placed.
With CompleteCheck™, we meticulously review your return to provide you with the assurance that it is entirely accurate.
You will not incur any charges for TurboTax until you are ready to submit your return and are completely satisfied with our service.
Additionally, you will have access to tax professionals who can assist you in completing your taxes without errors and provide a final review of your return for peace of mind. This way, you can navigate through tax season with confidence and ease.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Drake Tax
Yes
Era
No
Karbon
Yes
Lacerte
Yes
QuickBooks Online
No
Stripe
Yes
Summ
No
Taiki
No
TurboTax Business
No
UltraTax CS
Yes
Integrations
Drake Tax
No
Era
Yes
Karbon
No
Lacerte
No
QuickBooks Online
Yes
Stripe
No
Summ
Yes
Taiki
Yes
TurboTax Business
Yes
UltraTax CS
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$69
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Soraban
Founded
2021
Country
United States
Website
www.soraban.com
Vendor Details
Company Name
Intuit
Founded
1983
Country
United States
Website
turbotax.intuit.com
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
Yes
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
For CPA Firms
No
Project Management
No
Staff Management
No
Time Tracking
No
Corporate Tax
Compliance Management
No
Data Import / Export
No
Data Verification
No
Electronic Filing
No
Exception Notification
No
For Nonprofits
No
For Partnerships
No
K-1 Reporting
No
Payroll & Employer Forms
No
Status Tracking
No
Tax Planning
No