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Prepare

Tax and financial reporting · by Soraban

Automated tax workpaper software that builds organized, review-ready workpaper binders from client documents with living leadsheets, source linking, and cited AI insights.

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What it does

Automated tax workpaper software that builds organized, review-ready workpaper binders from client documents with living leadsheets, source linking, and cited AI insights.

  • 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.

#10 · fill formsView ranking →

Documented workflow

“Every value flows directly from the source document into the leadsheet, with every number linked back to the exact page it came from. Draft Return Prepare uses the prior year return and source docs to draft the return. AI…”

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  • Every value flows directly from the source document into the leadsheet, with every number linked back to the exact page it came from. Draft Return Prepare uses the prior year return and source docs to draft the return. AI…
    Read source · www.soraban.com ↗

Pricing

Pricing not available

We don't have pricing details for Prepare 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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