Soraban
On-Demand Webinar

AI Adoption for Tax Firms

Understand the guiding principles to AI adoption that lead to real-time savings for your firm.

Know your options and decide which is the best path for you. Fill out the form to watch this webinar on-demand. 
Soraban product
Why Soraban

Get More Capacity
with Soraban

Clients upload anything. Soraban builds the checklist, tracks what's missing, and sends reminders automatically.

No extra keystrokes. No offshore review. No 7216 headaches.

UltraTax, CCH Axcess, Lacerte, Drake, and more.

Soraban removes the manual steps between client upload and signed return — so your team increases capacity without adding headcount.

“

Our first year with Soraban has been a game changer. It's truly a major upgrade to our workflow. We were able to take on more returns than expected without sacrificing quality.

— Aiola CPA, PLLC

Soraban Soraban 2026

The complete tax workflow for tax firms.

10+

Expert-Led Videos Answering Your Most Common Questions

3

Core Solutions, One Central Hub

100%

On-Demand, Self-Paced Learning

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Collect Dashboard Overview

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Connect Walkthrough

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How Deliver Works

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How to Send Questionnaires Using Entity Filters

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Creating Lead Sheets with Connect

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How to Update Templates in Deliver

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Bulk Sending Questionnaires

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Adjusting the Queue in Connect

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Fixing Classifications After Auto-Classify

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Adding an Additional Payment Voucher in Deliver

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Sending Documents to Clients Using Deliver

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10+

Expert-Led Videos Answering Your Most Common Questions

3

Core Solutions, One Central Hub

100%

On-Demand, Self-Paced Learning