Guided document requests
Collect presents clients with step-by-step requests for tax documents, showing what to submit without requiring an app download.
Soraban
AI tax workflow software for accounting firms, from client intake through return delivery.
O que é Soraban?
Soraban is an AI tax workflow platform for accounting firms. Its tools cover client document intake, workpaper preparation, tax-data entry, and return delivery, with the aim of reducing manual handling across a tax engagement. Collect guides clients through document requests and tracks missing items; Prepare organizes uploaded documents into reviewable workpapers; and Connect extracts information from source documents and enters it into tax software. The platform is designed for firm teams that need to move engagements from document gathering toward preparation and review.
O que Soraban pode fazer?
Automated intake reminders
Collect tracks outstanding documents and sends reminders for missing items, reducing the need for staff to follow up manually.
Organized workpapers with source links
Prepare names, sorts, and files incoming documents into a firm's folder structure. Values flow into a leadsheet with links to the pages they came from.
AI-drafted returns and engagement answers
Prepare can draft a return using prior-year returns and source documents, and answer engagement questions using the client's documents and questionnaire. Staff can check and edit the output.
Tax document extraction and entry
Connect extracts fields from documents including W-2s, 1099s, K-1s, and brokerage statements, then enters the data into supported tax software such as UltraTax, Lacerte, Drake, and CCH Axcess.
Return delivery workflow
Deliver packages completed returns, guides clients through Form 8879 signatures, and tracks sent, opened, signed, and paid status. It follows up with clients whose steps remain incomplete.
Casos de uso
“Collect documents before preparation”
A firm can send a structured request for a 1040 engagement and use the outstanding-document list and automated reminders to follow up on missing W-2s, 1099s, K-1s, and other requested items.
“Start an engagement with an organized binder”
Preparers can open documents received through Collect in a named and sorted workpaper binder, with leadsheet values linked to their source pages, rather than assembling the binder manually.
“Review AI-prepared engagement information”
Preparers can use Prepare's draft return and document-grounded answers as starting points, then check, edit, and sign off on the work.
“Transfer source data into tax software”
Teams can use Connect to extract tax-form information and post it into supported tax applications, then review ambiguous values that are flagged for attention.
Perguntas frequentes
Which tax software does Connect support?
Connect supports UltraTax, Lacerte, Drake, and CCH Axcess.
What documents can Connect process?
Connect extracts fields from W-2s, 1099s, K-1s, brokerage statements, and operating agreements, linking values to their document, box, or line.
Does Prepare replace preparer review?
No. Preparers review and sign off at each step. AI drafts and document-grounded answers can be checked and edited, and ambiguous extracted values are flagged. Accountants retain responsibility for checking the work before accepting a return or filing it.
How does Collect handle missing documents?
Collect tracks outstanding items and can send targeted automatic reminders to clients.
How can a firm get started?
Request a demonstration of the workflow for your firm. Collect, Prepare, Connect, and Deliver handle distinct stages, so choose the modules and supported tax-software connection needed for your engagement.
Informações rápidas
- Category
- AI tax workflow software
- Primary users
- Accounting firms and tax preparation teams
- Core workflows
- Client intake, workpaper preparation, tax-data entry, and return delivery
- Named tax software integrations
- UltraTax, Lacerte, Drake, and CCH Axcess
- Product website
- soraban.com
Análise de tráfego de Soraban
Os dados de tráfego são apenas para referência.
- Classificação do domínio
- 51
