Soraban

Soraban is an AI-powered copilot tailored for tax firms, designed to enhance operational efficiency by automating administrative tasks and manual data entry processes. The platform addresses common challenges faced by tax professionals, such as managing client interactions and maintaining organized workflows during busy tax seasons.

Key functionalities include an intelligent client coordinator that streamlines communication with clients, ensuring queries are handled efficiently. Soraban simplifies document collection through dynamic questionnaires, allowing clients to provide necessary information easily and quickly.

To keep clients informed and engaged, the app sends automated reminders for deadlines and required documents, reducing the manual workload for staff members. Furthermore, Soraban offers a fully white-labeled experience, enabling firms to maintain brand consistency while benefiting from the platform's features.

Security is paramount, and Soraban ensures secure data management compliant with SOC 2 Type I standards, safeguarding sensitive client information. The platform is also designed to integrate seamlessly with existing tax software, simplifying workflows and enhancing user experience.

Overall, Soraban aims to alleviate the stress experienced during tax seasons, providing a more organized and centralized approach to client communications and daily operations.