Soraban
AI-powered tax workflow platform for accounting firms that automates client intake, data entry, workpaper preparation, and return delivery.
Where Soraban ranks
Current edition · updated Oct 20, 2026About Soraban
AI-powered tax workflow platform for accounting firms that automates client intake, data entry, workpaper preparation, and return delivery.
Products
AI-powered tax intake software that automates client document collection for CPA firms — guided requests, automatic reminders, and organized files.
Automated tax workpaper software that builds organized, review-ready workpaper binders from client documents with living leadsheets, source linking, and cited AI insights.
Automated tax data entry that extracts data from W-2s, 1099s, K-1s and brokerage statements and posts it directly into UltraTax, Lacerte, Drake, and CCH Axcess without rekeying.
Tax return delivery software that packages returns, collects IRS 8879 e-signatures, and handles client follow-up and payment in one workflow link.
What customers say
“Connect form-data extraction was really, really incredible, and even when cleanup was needed, it was still doing far more of the heavy lifting than before. It ended up being a huge time-saver overall, I'm very, very glad we invested in it.”
“We honestly can't imagine not having it now. Soraban simplified administrative work, improved tracking, and made it easier to manage client progress. With dedicated onboarding support, we were able to take on more returns than expected without sacrificing quality.”
“Actually, our older clients had better adoption of Soraban than Safesend, which we used in the past. It was kind of surprising to see some of these older people that we thought, yeah, they've always done the paper organizer, and so we're just not expecting them to use it, and they did. That was a pleasant surprise!”
Security and compliance
As reported by Soraban. Ask for audit reports before you buy.
- SOC 2 Type IICertified
- NIST SP 800-53Compliant
- AES-256 encryption at rest
- TLS 1.2+ in transit
- Multi-factor authentication
- Strong password enforcement
- Audit trails
- DDoS protection
- Firewall rules
- Continuous security patching
- Rapid vulnerability response
Is this your company?
Claim the profile to keep facts current, answer buyers and submit evidence for the next ranking review.
Claim Soraban