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Soraban
Tax workflow platform for firms that collects client documents, builds source-tied workpapers, drafts the return and posts data into tax software.
| What the AI does | Accountant-trained AI: smart intake and auto-sort, auto-built workpapers, AI Review flags discrepancies, Draft Return, workspace assistant, field-level extraction posted into tax software |
|---|---|
| Who it serves | Small CPA firms, Tax offices |
| Starting price | Quote-based |
| Pricing model | Quote-based |
| Free trial | Not stated on the vendor site |
| Best fit | Small firm, Mid-size firm |
| Category | Tax Preparation & Review AI |
| Also fits | Document Collection, OCR & Data Entry |
| Works with | UltraTax, Lacerte, Drake, CCH Axcess, ProConnect, Karbon, QuickBooks Online, SharePoint, Rightworks, Verito, Zapier, Stripe |
| SOC 2 | Stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
Soraban is listed as a fit for small and mid-size firms, and the vendor names small CPA firms and tax offices on its own site. The job it gets hired for: preparing and reviewing returns faster, with AI reading the source documents and flagging what doesn't tie out. It also fits the Document Collection, OCR & Data Entry category.
What it costs
Soraban is priced by quote, so the demo is where you get a number tailored to your firm. Ask the vendor about a trial when you reach out.
Good to know
Soraban is a tax workflow layer for firms preparing individual returns: Collect gathers documents with checklists and reminders, Prepare builds source-tied workpapers and an AI-reviewed draft return, Connect posts field-level W-2, 1099, K-1 and brokerage data straight into UltraTax, Lacerte, Drake or CCH Axcess, and Deliver handles return packets, 8879 e-signature and payments. There's no posted price — the vendor promises no commitment until you're live — and SOC 2 Type II is posted with a public trust center.
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