Soraban
Soraban is software that streamlines tax preparation for accounting firms by modernizing client data collection.
What is Soraban?
Soraban is a client data collection software platform intended to streamline administrative tasks for accounting firms. The software offers clients a personalized and mobile-friendly tax organizer to securely upload financial documents. This helps firms quickly gather more information while reducing manual follow-ups. Key features include automated messaging and reminders, document annotation tools, and integrations with common accounting systems to optimize workflows. Soraban aims to modernize and simplify the client data collection process for accounting professionals.
Screenshots
Categories
Features
Customizable Templates
Data Capture and Transfer
Data Import/Export
Forms Management
Mobile Access
Reporting/Analytics
Third-Party Integrations
FAQ
The official website of Soraban is https://www.soraban.com/
Soraban belongs to the Data Collection category.
Soraban offers features such as Customizable Templates, Data Capture and Transfer, Data Import/Export, Forms Management, Mobile Access, Reporting/Analytics, Third-Party Integrations.
No, Soraban does not offer a free trial.
Need help choosing this software?
Have questions about features, pricing, integrations, or implementation? Send an enquiry to the vendor and get the information you need.