Average Ratings 0 Ratings
Average Ratings 6 Ratings
Description
Hyperdoc is a specialized SaaS solution designed to streamline the handling of ATO documents for accounting firms in Australia. Your team can efficiently manage the entire procedure within a secure, centralized workflow, eliminating the need to spend countless hours on tasks like downloading, renaming, saving, and forwarding ATO correspondence.
Thanks to its direct integration with the ATO, Hyperdoc automatically fetches new documents as they are issued, freeing users from the hassle of logging into various portals or tracking down missing paperwork. Furthermore, it ensures that sensitive information, such as TFNs, is automatically redacted before being sent to clients, significantly lowering compliance risks and reducing manual administrative work.
To enhance client communication, Hyperdoc offers customizable, pre-built email templates along with auto-generated drafts that are ready for client presentation. The system also classifies documents automatically, assigns them to the appropriate client entity, and routes them for review, allowing your team to handle a higher volume of work with fewer follow-ups and less need for rework, ultimately improving overall efficiency and client satisfaction.
Description
Soraban 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.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Drake Tax
Karbon
Lacerte
Stripe
UltraTax CS
Zapier
Pricing Details
$100
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Hyperdoc
Founded
2026
Country
Australia
Website
hyperdoc.lodgepro.com.au
Vendor Details
Company Name
Soraban
Founded
2021
Country
United States
Website
www.soraban.com
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Corporate Tax
Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning