Guided intake requests
Collect sends clients a guided, step-by-step request for the documents they need to submit. The page says clients do not need training or an app download to use it.
Soraban
RivendicaSoraban is an AI-powered tax workflow platform for accounting and CPA firms. It automates client intake, workpaper prep, and tax data entry across connected modules.
Overview
Soraban is an AI-powered tax workflow platform for accounting firms. Its product pages position the suite around four connected stages of tax work: Collect for client intake, Prepare for workpaper preparation, Connect for tax data entry, and Deliver for e-signature and payment.
The site describes each module as automating a different bottleneck in the tax return process. Collect organizes incoming client documents and reminders, Prepare builds reviewable workpapers from those documents, and Connect moves extracted data into supported tax software without rekeying.
Core capabilities
Automatic reminders
Collect tracks outstanding items and sends targeted reminders automatically, reducing the need for manual follow-up during tax season.
Auto-built workpapers
Prepare turns uploaded documents into an organized binder, with files named, sorted, filed, and linked to source before a preparer starts review.
Source-linked leadsheets
Prepare includes a living leadsheet that pulls values from source documents and links each number back to the exact page it came from.
Field-level data extraction
Connect extracts data from tax forms and source documents and maps values into the correct tax form lines for supported software.
Direct return posting
Connect posts validated data into UltraTax, Lacerte, Drake, and CCH Axcess so the return opens already populated for review.
Common workflows
Client document intake
Use Collect when clients tend to send W-2s, 1099s, K-1s, and other tax documents in scattered batches. The workflow gathers requested files, sends reminders, and keeps the intake list organized for staff.
Workpaper preparation
Use Prepare when your team needs a binder that is already named, sorted, filed, and tied to source before review begins. It is positioned for engagements where preparers spend too much time on setup and leadsheet preparation.
Tax return data entry
Use Connect when your firm wants extracted fields from source documents entered directly into supported tax software. The product is aimed at reducing rekeying for returns that rely on W-2s, 1099s, K-1s, and brokerage statements.
End-to-end tax workflow
Use the suite across a full engagement when you want intake, workpaper prep, and data entry to stay connected instead of moving through separate tools and handoffs.
Busy-season capacity support
Use the platform in busy season when missing documents and manual rekeying create bottlenecks that slow review and return completion. The pages frame the software as a way to keep work moving without staff spending hours on chasing or typing.
Pros and Cons
Pros
- Covers multiple stages of tax workflow in one platform, from intake through workpapers and data entry.
- Collect reduces manual chasing by sending automatic reminders and organizing documents as they arrive.
- Prepare links workpapers back to source documents, which helps reviewers verify numbers faster.
- Connect posts extracted data into supported tax software instead of stopping at a spreadsheet or export file.
- The site cites accountant-trained AI and reviewed workflows rather than a fully hands-off black-box process.
Cons
- The pricing page is not available, so public pricing and packaging cannot be confirmed from the source material.
- The source gives only partial detail on integrations beyond the named tax software in Connect.
- Implementation specifics for the full platform are limited; onboarding timelines are stated for individual products rather than the entire suite.
FAQ
What does Soraban do?
Soraban is presented as a tax workflow platform for accounting firms. Its product pages describe Collect for intake, Prepare for workpaper setup, Connect for tax data entry, and Deliver for 8879 e-sign plus payment.
Is Soraban publicly priced?
The source does not show a public pricing page with plan details. The pricing URL currently returns a 404 page, so pricing and packaging are not confirmed from the available evidence.
Which tax software does it connect to?
The source explicitly names UltraTax, Lacerte, Drake, and CCH Axcess for Connect. Other integrations are referenced in the site navigation, but specific additional destinations are not confirmed on the product pages provided.
How do the products work together?
Collect is designed to guide clients through a document request, send automatic reminders, and keep files organized as they arrive. Prepare then builds workpapers from those documents, and Connect posts extracted data into tax software.
How long does setup take?
The pages describe onboarding in 4 weeks or less for Prepare and one week for Connect. The source does not provide a single implementation timeline for the full platform, so timing likely depends on which product is being deployed.
Quick Facts
- Category
- AI tax workflow platform
- Primary users
- Accounting firms and CPA firms
- Main modules
- Collect, Prepare, Connect, Deliver
- Supported software named in source
- UltraTax, Lacerte, Drake, CCH Axcess
- Website
- soraban.com
- Pricing page
- 404 Not Found
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