Soraban
AI tax workflow that automates intake, data entry, and delivery for US 1040 firms.
Overview
Soraban is a US tax workflow platform built for firms running 1040 individual returns at volume. The pitch is end-to-end automation across the three non-billable bottlenecks of a tax season: client intake, data push into the firm's tax software, and return delivery.
The intake layer is the part most firms feel the pain of first. Soraban replaces paper organisers and templated PDFs with a smart dynamic questionnaire that adapts as the client answers, and an automatic checklist that ticks itself off as documents land. The questionnaire personalises against prior-year data, so a returning client is not answering the same opening questions again.
The data-push layer is the harder engineering bet. Soraban claims 97 percent accuracy on direct push into Lacerte, UltraTax CS, Drake, ProSeries, ATX, and TaxWise. CCH Axcess and ProConnect coverage was missing as of late 2024 reviews and is now claimed on the live site, worth verifying with a sales rep before signing if your firm is on those engines.
The delivery layer wraps the finished return into a branded client portal that handles e-signature, payment routing for federal and state liabilities, and the "here is what is left to do" summary email. The video-sponsor framing of this is honest: Soraban deskills the act of sending a tax return, which means an admin team can do it once a partner has signed off. That alone often pays for the platform.
Pricing is per return with annual minimums. Collect-only is $25 per return, Deliver-only is $20 per return, both modules together is $40 per return. The 50-return annual minimum sets a $1,000 floor on Deliver-only and a $2,000 floor on the bundle. Enterprise pricing kicks in above 150 returns. No public free trial. Pricing tiers above came from a CPA Practice Advisor podcast review in November 2024, and the live signup funnel is sales-led, so confirm current numbers in a demo.
Soraban is US-and-Canada in geographic positioning, but in practice the tax-software integrations are US-bound (Lacerte, UltraTax, Drake, ProSeries, ATX, TaxWise are all US-only engines). Canadian firms can use the intake and delivery sides without the data-push leg. Backed by Altos Ventures (Series A, August 2025), with $11.9M total raised and 300 firms across the US and Canada as of mid-2025.
Key facts
- Starting price
- $1000 per month
- Pricing model
- per transaction
- Free trial
- No
- Free tier
- No
- Deployment
- cloud, mobile
- Geography
- US, CA
- Works with
- lacerte, ultratax-cs, drake, proseries, atx, taxwise, smartvault, sharefile, dropbox, sharepoint, karbon, stripe, zapier
- Last verified
- 2026-05-04
Fit
Who fits
- US tax firms running 150 or more 1040s a year that want one platform across intake, data entry, and delivery.
- Mid-size CPA practices on Lacerte, UltraTax, or Drake losing weeks to non-billable intake and delivery work.
- Firms wanting intake, smart organisers, e-signature, and client payment routing under one annual contract.
Who does not
- Firms outside the US. The product is built around the US 1040 and pushes data into US-only tax engines.
- Solo practitioners running fewer than 50 1040s a year. The 50-return minimum makes the floor uneconomic.
- Practices doing only entity returns (1120, 1120-S, 1065). Soraban is purpose-built for individual returns.
Pricing
| Tier | Price | Billing | Features |
|---|---|---|---|
| Collect only | $25 | per return, 50-return annual minimum | Smart dynamic intake questionnaire, document checklist with auto-tick on uploads, prior-year personalisation, client portal upload flow. |
| Deliver only | $20 | per return, 50-return annual minimum | Branded delivery portal, e-signature, federal and state payment routing, post-return summary email, admin-team-ready handoff. |
| Collect plus Deliver | $40 | per return, 50-return annual minimum | Both modules together. Includes data push into Lacerte, UltraTax, Drake, ProSeries, ATX, and TaxWise with vendor-claimed 97 percent accuracy. |
| Enterprise | Custom | custom, applies above 150 returns | Custom pricing, white-label capability, dedicated success management, scaled support for high-volume practices. |
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Last verified 2026-05-04. Pricing and features come from vendor-published specs. See our methodology.