Average Ratings 6 Ratings
Average Ratings 1 Rating
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.
Description
You understand your business, and TaxAct is here to simplify your tax filing experience. Fast, straightforward, and budget-friendly, you can start using it online at no cost and only pay when you're ready to submit your return, with a promise of accuracy. Discover why TaxAct offers the most value in tax preparation by beginning today. By responding to simple, clear questions, TaxAct efficiently calculates and populates the necessary tax forms for you. The platform guides you through a wide array of business expenses, ensuring you report accurately and optimize your deductions. You can file electronically at no charge and receive instant notifications via email or text as soon as the IRS has processed your return. Save time and reduce the risk of errors by importing essential data from your previous year's TaxAct return. Additionally, you have the option to enter information directly into forms or utilize quick entry methods for M-3, 4562, K-1, and Schedule L details. Whenever tax-related questions arise, you can swiftly find answers in the Answer Center or reach out for complimentary account and technical support whenever needed. TaxAct is committed to making your tax experience as seamless as possible, ensuring you have the assistance you require every step of the way.
API Access
Has API
API Access
Has API
Integrations
BlockSentry
Drake Tax
Karbon
Koinly
Lacerte
Stripe
TaxDome
UltimateTax
UltraTax CS
Verito
Integrations
BlockSentry
Drake Tax
Karbon
Koinly
Lacerte
Stripe
TaxDome
UltimateTax
UltraTax CS
Verito
Pricing Details
No price information available.
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
Soraban
Founded
2021
Country
United States
Website
www.soraban.com
Vendor Details
Company Name
TaxAct
Founded
1998
Country
United States
Website
www.taxact.com
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
Product Features
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