Soraban

Name

Soraban

Legal name

Soraban, Inc.

Website

https://soraban.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

51–100 employees

Ownership category

akta.pro rank

Product category

Tax Practice Automation Software

NAICS

Tax Preparation Services (541213), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Services-Computer Processing & Data Preparation (7374)

akta.pro primary industry

Revenue Systems, E-Filing & Digital Tax Administration (BPAIADAO)

akta.pro secondary industries

Tax Planning & Personal Tax Optimization Tools (FSAGADAJ), Bill Pay, Invoicing & Payables Platforms (BPAMAFAF)

Keywords

• Tax workflow automation
• AI document extraction
• Client intake software
• Workpaper management
• E-signature delivery

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS Platform Subscription: Soraban operates as a B2B SaaS platform for CPA firms, charging subscription fees based on firm size or return volume. Pricing is quote-based and not publicly disclosed. Firms subscribe to access the full workflow platform (Collect, Connect, Deliver) with onboarding and support included.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Soraban is an AI-native tax workflow platform built specifically for accounting firms that automates the complete tax preparation lifecycle — from client document intake and AI-powered data extraction through workpaper preparation to final return delivery with e-signature and integrated payment. The platform serves 350+ CPA firms through three integrated modules — Collect for client intake, Connect for AI-powered field-level data extraction directly into UltraTax, Lacerte, Drake, and CCH Axcess, and Deliver for return delivery with IRS 8879 e-signature and Stripe payment — battle-tested across six tax seasons (2020–2025).

Product overview

Soraban is an AI-native tax workflow platform for accounting firms, built as a unified platform-plus-modules architecture. The core portfolio consists of three integrated modules — Collect (automated client document intake), Connect (AI-powered data extraction and entry into tax software), and Deliver (return delivery with IRS 8879 e-signature and integrated payment) — that together automate the complete tax preparation lifecycle from intake to signed delivery. A fourth module, Prepare (AI Workpaper Management System), announced June 2026, extends the platform into workpaper assembly. All modules share a unified data layer so that documents collected in Collect flow automatically into Connect for extraction, into Prepare for workpaper building, and into Deliver for final signature and payment — without manual handoffs. The platform integrates natively with leading tax software (UltraTax, Lacerte, Drake, CCH Axcess) and has been battle-tested across six tax seasons (2020–2025) serving 350+ CPA firms.

Differentiator

Problem solved

Functional benefit

Brands

• Collect: AI-powered automated client document intake product that handles document collection, organization, and automated reminders for tax preparation.
• Connect
• Deliver
• Prepare

Products and services

• Soraban Platform AI-native tax workflow platform for accounting firms that connects client intake, workpaper preparation, data entry, and return delivery in one connected system. Used by 350+ CPA firms across six tax seasons (2020–2025); runs the full workflow from collecting every document to final signature so staff can stay focused on billable work.
• Collect AI-powered automated client document intake for accounting firms. Sends clients a single guided link, automatically chases, collects, sorts, and organizes every client document, and sends automatic reminders — eliminating manual back-and-forth, app downloads, and password resets. Reported 89% client adoption in year one at Aiola CPA and 83 minutes saved per return on average.
• Connect AI-powered automated tax data entry for accounting firms. Reads W-2s, 1099s, K-1s, brokerage statements, and operating agreements at field level, maps every extracted value to the correct tax form line, and posts validated data directly into UltraTax CS, Lacerte, Drake Tax, or CCH Axcess. Reports 95–100% field-level extraction accuracy across four seasons with no rekeying required.
• Deliver Tax return delivery and e-signature solution for accounting firms. Packages the completed return, collects IRS 8879 e-signatures and client payments (via Stripe) in a single guided link, automates follow-up reminders, and tracks voucher status — reducing return close time from 30 minutes to 3 minutes per return delivered and eliminating outstanding accounts receivable.
• Prepare (AI Workpaper Management System) AI workpaper management system for accounting firms (in beta). Organizes source documents as they are uploaded, builds review-ready leadsheets with clickable links back to source documents, surfaces facts that change how a file is handled (new businesses, rental properties, foreign accounts, real estate professional status), and flags patterns such as missing carryovers, duplicate entries, and inconsistent reporting — reducing workpaper build time from hours to minutes per workpaper.

Quantifiable outcome

• 350+ CPA firms currently using the platform
• +9 more outcomes

Named customers8 records

Segments1 record

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

AI capability8 records

Feature4 records

Partnerships

Nine partnerships are on record, tiered core and supporting.

• Thomson Reuters (UltraTax CS)coreTechnology or IntegrationNative product integration. Soraban Connect pushes extracted field-level data directly into UltraTax CS. Soraban displays Thomson Reuters' UltraTax logo on its integrations page as an official partner integration.
• Intuit (Lacerte)coreTechnology or IntegrationNative product integration. Soraban Connect pushes extracted data directly into Intuit Lacerte tax software. Listed as an official integration partner on Soraban's integrations page.
• Drake Software (Drake Tax)coreTechnology or IntegrationNative product integration. Soraban Connect supports data extraction and direct posting into Drake Tax. Listed as an official integration partner on Soraban's integrations page.
• Wolters Kluwer (CCH Axcess)coreTechnology or IntegrationNative product integration. Soraban Connect supports data extraction and direct posting into CCH Axcess. Listed as an official integration partner on Soraban's integrations page.
• KarbonsupportingTechnology or IntegrationPractice management integration. Soraban integrates with Karbon for workflow coordination, with client status flowing back without manual updates. Mentioned in the Zuazo & Associates case study alongside Lacerte and SmartVault.
• Microsoft 365 (SharePoint)supportingTechnology or IntegrationDocument management integration. Completed returns and signed documents automatically land in SharePoint. Listed as an official integration partner on Soraban's integrations page.
• RightWorkssupportingTechnology or IntegrationCloud hosting integration for CPA firms. Soraban works inside the RightWorks hosted environment without requiring firewall exceptions or complex VPN setups. Listed as an official integration partner on Soraban's integrations page.
• ZapiersupportingTechnology or IntegrationWorkflow automation integration. Soraban supports custom workflow automation through Zapier, allowing firms to trigger actions across other tools when client milestones are reached. Also supports custom API options.
• StripecoreTechnology or IntegrationPayment processing integration. Soraban Deliver integrates Stripe for collecting client payments as part of the return delivery flow. Payments are collected in the same link as the 8879 e-signature, eliminating separate billing follow-ups.

Scale indicators10 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• TaxDome: All-in-one practice management and workflow platform built specifically for accounting and tax firms. Competes directly with Soraban for the same CPA firm buyer on client intake, document collection, and engagement workflow.
• Botkeeper: AI-driven bookkeeping automation platform serving accounting firms and their SMB clients. Overlaps with Soraban in automating accounting workflows with AI, though more focused on bookkeeping than tax prep.
• Karbon: Workflow and practice management platform purpose-built for accounting firms. Already integrated with Soraban (mutual integration partner) and competes for the same mid-market CPA workflow budget.
• SmartVault: Document management and client portal platform for accounting firms. Sits in the same document-intake and storage layer where Soraban Collect competes, with overlapping mid-market CPA customers.
• Canopy: Practice management suite for accounting firms covering client intake, document management, and workflow. Directly comparable to Soraban's Collect/Deliver modules in serving CPA firm admin teams.

Broad incumbents

• BlackLine: Public company providing AI-enabled financial close and accounting automation software. Operates at a larger scale and broader scope than Soraban, but addresses overlapping AI-for-accounting pain points at enterprise customers.
• Intuit ProConnect: Intuit's professional tax and accounting suite (Lacerte, ProConnect Tax Online). Both a key integration partner and a potential broad incumbent threat, given Intuit's reach into CPA firms.
• Thomson Reuters (UltraTax / ONESOURCE): Owner of UltraTax CS, one of Soraban's flagship tax-software integrations. As a major incumbent, Thomson Reuters could choose to bundle competing AI intake/extraction natively into its tax suite.
• Wolters Kluwer (CCH Axcess): Provider of CCH Axcess, another Soraban integration. A large incumbent tax-software vendor whose own AI roadmap is a key external dependency for Soraban's positioning.

Emerging players

• Vic.ai: AI platform for accounts payable and invoice processing, expanding into broader accounting automation. Comparable AI-first workflow approach, though focused on AP rather than tax preparation.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/soraban
• GitHubgithub.com/soraban
• YouTubeyoutube.com/@soraban
• Facebookfacebook.com/soraban
• LinkedInlinkedin.com/company/sorabansoftware
• Instagraminstagram.com/soraban

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds3 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Soraban