Soraban

Overview

Soraban is a technology company founded in 2021 and based in San Francisco, California. It specializes in AI-powered software solutions tailored for accounting and tax firms. The company focuses on automating and streamlining the client data intake process to enhance accounting workflows, aiming to reduce manual administrative tasks and improve data accuracy through intelligent automation.

The core product is an AI assistant that automates client data intake, minimizing manual data entry and errors. Additional features include smart questionnaires, automated document collection reminders, and client collaboration tools. The platform integrates seamlessly with existing tax software, enabling CPA and tax firms to modernize operations and improve efficiency. Soraban upholds values of customer-centricity, innovation, integrity, and collaboration, striving to deliver long-term value to clients.

Basic Information

Contact Details

• Phone: +1 623-271-5349
• Website: soraban.com
• LinkedIn: linkedin.com/company/sorabansoftware

Key Focus Areas & Initiatives

• Tax workflow automation
• Accounting firm automation
• CPA & accounting trained AI
• Tax software compatibility
• AI automation
• Multi-channel client reminders
• Custom workflow automation
• Back-office automation for CPA firms
• Scalable tax firm solutions
• Software as a service
• Audit trails and logging
• Client reminders via SMS and email
• Accounting services
• Client communication automation
• API integration
• Zapier support
• Client portal customization
• Automated document collection
• Seamless tax software integration
• Multi-model AI collaboration
• Financial technology
• Tax form accuracy
• Client onboarding automation
• AI-driven tax review process
• Secure login and authentication
• Workflow streamlining
• Accounting workflow optimization
• Cloud integration
• Workflow automation
• Cloud storage providers
• AI-driven data validation
• Industry-leading tax form accuracy
• AI for tax firms
• Customizable client portal
• Client data automation
• Performance analytics
• Secure cloud storage
• White-labeled platform customization
• Automation workflows
• Client experience enhancement
• Security and compliance
• Data accuracy
• SOC 2 compliance
• Tax data collection
• Tax form automation
• AI-powered accounting platform
• B2B services
• Accounting, tax preparation, bookkeeping, and payroll services
• Payment processing
• Cloud solutions
• Risk management
• SAAS
• Computer software
• Accounting
• Financial services
• Finance technology
• Cloud computing
• Enterprise software
• Enterprises

Technologies Used

• AI
• Amazon AWS
• Android
• Attentive
• Circle
• CloudFlare Hosting
• Cloudflare DNS
• Dropbox
• Facebook Custom Audiences
• Facebook Login (Connect)
• Facebook Widget
• Formstack
• Gmail
• Google Apps
• Google Font API
• Google Maps
• Google Maps (Non Paid Users)
• Google Plus
• Google Tag Manager
• Gusto
• Hubspot
• IoT
• Mobile Friendly
• Netlify
• Nginx
• Phoenix
• Remote
• Reviews
• Ruby On Rails
• Sigma
• Stripe
• Typeform
• Viewpoint
• Webflow

Affiliated Organizations & Regional Branches