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
Streamline your business or professional tax preparation effortlessly with the robust, time-efficient features offered by Thomson Reuters UltraTax CS professional tax software. This comprehensive solution provides a wide array of federal, state, and local tax programs, encompassing 1040 individual, 1120 corporate, 1065 partnership, 1041 for estates and trusts, as well as multi-state returns. UltraTax CS integrates flawlessly with other Thomson Reuters products, such as CS Professional Suite and Onvio cloud software, ensuring that you never miss billable hours due to manual processes. Fulfill all your tax workflow requirements with a tailored, all-in-one solution designed around cloud technology, enhanced data sharing capabilities, and a paperless approach. You can simultaneously view inputs, forms, prior year data, diagnostics, and more across as many as four different monitors. Additionally, you can kick off each tax season with a checklist that automatically retrieves your client's data from the previous year's return, making the transition smoother. The system even allows for automatic linking of returns through Tax ID numbers, enhancing efficiency and accuracy in your tax preparation process.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Ace Cloud Hosting
No
CS Professional Suite
No
Drake Tax
Yes
Karbon
Yes
Lacerte
Yes
OneUp Networks
No
Onvio
No
SafeSend
No
Sagenext
No
SmartVault
No
Integrations
Ace Cloud Hosting
Yes
CS Professional Suite
Yes
Drake Tax
No
Karbon
No
Lacerte
No
OneUp Networks
Yes
Onvio
Yes
SafeSend
Yes
Sagenext
Yes
SmartVault
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$2500 per year
Free Trial
No
Free Version
No
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
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
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
Thomson Reuters
Founded
2008
Country
Canada
Website
tax.thomsonreuters.com/us/en/cs-professional-suite/ultratax-cs
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
Product Features
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
Tax Planning
Detailed Savings Calculations
No
Export Branded Proposal
No
Export Branded Tax Plan
No
Multi-Entity Planning
No
Multi-Year Planning
No
Proposed Legislation Planning
No
State & Local Planning
No
Strategy & Scenario Comparison
No
Tax Return Diagnostics
No
Tax Return Scanning
No
Tax Practice Management
Approval Process Control
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
Scenario Planning
No
Tax Filing
No
Tax Forms
No
Workflow Management
No
