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Collect

Tax and financial reporting · by Soraban

AI-powered tax intake software that automates client document collection for CPA firms — guided requests, automatic reminders, and organized files.

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Where it ranks

Current edition · updated Oct 20, 2026

What it does

AI-powered tax intake software that automates client document collection for CPA firms — guided requests, automatic reminders, and organized files.

  • Automated client document intake
  • Review-ready workpaper preparation
  • Tax data entry into tax software
  • Tax return delivery and e-signature
Category
Tax and financial reporting
Users
Accounting firms, CPA firms, Tax professionals
Public API
Not offered

Not yet disclosed: deployment options, platforms, languages and support channels.

Pricing

Pricing isn't published

Soraban doesn't list prices publicly. Ask them for a quote.

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

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