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Tax and financial reporting · by Soraban

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.

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What it does

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.

  • 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.

#7 · extract document dataView ranking →

Documented workflow

“Field-level extraction Connect reads every W-2, 1099, K-1, brokerage statement, or operating agreement and pulls each value with the box number, line, and source already tied back to the document. Anything ambiguous is…”

Read product documentation
  • Field-level extraction Connect reads every W-2, 1099, K-1, brokerage statement, or operating agreement and pulls each value with the box number, line, and source already tied back to the document. Anything ambiguous is…
    Read source · www.soraban.com ↗

Pricing

Pricing not available

We don't have pricing details for Connect 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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