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Soraban

AI tax workflow platform for accounting firms

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Soraban is a tax workflow platform for accounting firms that connects client intake, workpaper preparation, data entry into tax software, and return delivery in a single system. It addresses the fragmented handoffs between these stages, where documents and context are often re-entered or lost across separate tools, causing delays and manual follow-up.

The platform is organized into four modules: Collect, which sends guided client requests, tracks outstanding documents, and sends automated reminders; Prepare, which builds review-ready workpapers, leadsheets, and binders with source traceability and AI review that flags discrepancies; Connect, which extracts form data directly into UltraTax, Lacerte, Drake, and CCH Axcess, with ProConnect listed as coming soon; and Deliver, which packages the return for IRS 8879 e-signature, payment collection, and vouchers in a single link. The platform uses accountant-trained AI for document sorting, workpaper building, and data extraction.

Soraban is built for accounting firms handling tax returns. It is packaged as a set of products that can be adopted individually or together, with onboarding and training provided. The company reports SOC 2 Type II certification and IRS-compliant e-signature at NIST IAL2 identity verification level.

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