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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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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.

Product insights

Evidence for this product in each industry and task.

#3 · classify documentsView ranking →

Documented workflow

“Two things make intake fall apart: documents that don't arrive, and documents that arrive disorganized. Collect fixes both. Automated reminders Collect tracks every outstanding document and sends targeted reminders to…”

Read product documentation
  • Two things make intake fall apart: documents that don't arrive, and documents that arrive disorganized. Collect fixes both. Automated reminders Collect tracks every outstanding document and sends targeted reminders to…
    Read source · www.soraban.com ↗

Pricing

Pricing not available

We don't have pricing details for Collect yet. Ask Soraban 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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