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SorabanSoraban serves as an AI-driven administrative assistant tailored for accounting and tax firms, aimed at automating the processes of client data collection, document retrieval, and workflow management through a user-friendly, branded portal. By substituting monotonous manual tasks with flexible, customizable questionnaires that can send automatic reminders to clients via SMS, email, or voicemail, it also converts document uploads into PDFs and enhances client communication with intelligent, context-sensitive prompts. This tool integrates seamlessly with existing accounting software, enabling automatic data entry, the application of e-signatures for IRS documentation, and efficient coordination of tax return deliveries, all while minimizing the need for human involvement. By taking over repetitive administrative responsibilities, Soraban allows professionals to dedicate their time to advisory roles, thereby boosting overall efficiency, minimizing errors, and elevating the client experience through smooth, mobile-accessible interactions. Ultimately, Soraban not only transforms how accounting firms operate but also paves the way for a more streamlined future in client management.
Description
Formotus presents an exceptionally secure, robust, and adaptable mobile forms solution that meets the demands of today's digital transformation era. For more than a decade, Formotus has been at the forefront of innovation, consistently introducing features that cater to enterprise needs. Moreover, our versatile licensing options allow small and medium-sized businesses to take advantage of our powerful mobile form software. Users can create mobile forms with intricate business logic in mere minutes, all without the need for coding. Our user-friendly online application facilitates the rapid construction of forms, complete with data connectors that align with your brand identity. Empower your mobile workforce with dynamic forms capable of capturing images, videos, GPS data, barcodes, and much more. Stand out from competitors with our groundbreaking mobile forms solution, which is uniquely engineered to support secure offline data collection in remote locations. Formotus forms are equipped with business logic, data validation, and error-checking features, ensuring they function seamlessly without a network connection, thereby enhancing productivity in the field. This innovative approach not only streamlines data collection but also significantly boosts operational efficiency.
Description
Online forms simplify data collection. Our integrated apps make it easy to create forms, share them online and receive instant alerts. You can also manage your data efficiently with our integrated apps. Zoho Forms will take care of everything while you focus on your business. You can create beautiful forms without knowing how to code. The form builder software is feature-rich and includes 40+ field types, customizable themes and situation-specific templates. It also has a simple interface that allows you to create functional forms that meet all your needs. Engage with your website visitors by embedding forms on their web pages. You can share links via social media and to a targeted audience through email campaigns. Your forms can be shared with a wider audience, or kept private within an organization. Send conditional emails to alert you when a new record is submitted. Attach attachments to keep everyone in the loop. Chat platforms that allow teams to work together instantly provide instant updates.
API Access
Has API
No
API Access
Has API
No
Integrations
Salesforce
Yes
DoorLoop
No
Dropbox
Yes
Emailable
No
Evidence
No
Google Docs
No
Google Workspace
No
Microsoft Excel
Yes
Nocode HQ
No
Stackreaction
No
Integrations
Salesforce
Yes
DoorLoop
Yes
Dropbox
No
Emailable
Yes
Evidence
Yes
Google Docs
Yes
Google Workspace
Yes
Microsoft Excel
No
Nocode HQ
Yes
Stackreaction
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$10.00 per month
Or $8 per month if paid annually
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Formotus
Founded
2005
Country
United States
Website
www.formotus.com
Vendor Details
Company Name
Zoho
Founded
1996
Country
India
Website
www.zoho.com/forms/
Product Features
Forms Automation
Approval Process Control
Yes
Archiving & Retention
No
Collaboration
Yes
Document Indexing
No
Drag & Drop
Yes
Full Text Search
No
Remote Document Access
Yes
Rules-Based Workflow
Yes
Text Editing
Yes
Version Control
Yes
Product Features
Forms Automation
Approval Process Control
Yes
Archiving & Retention
Yes
Collaboration
Yes
Document Indexing
Yes
Drag & Drop
Yes
Full Text Search
Yes
Remote Document Access
Yes
Rules-Based Workflow
Yes
Text Editing
Yes
Version Control
Yes
Online Form Builders
Artificial Intelligence
No
Assign Roles / Permissions
Yes
Collaboration Tools
Yes
Conversational Forms
Yes
Data Tables
Yes
Drag & Drop / No Code
Yes
Export to PDF
Yes
HIPAA Compliant
No
Import Existing Forms
Yes
Mobile Forms
Yes
Offline Forms
Yes
Pre-made Templates
Yes
Quizzes / Questionnaires
Yes
Reporting / Data Visualization
Yes
Signup Forms
Yes
Surveys
Yes
