Soraban

Soraban is a US tax workflow platform for small and mid-sized firms that automates client intake, data push into the firm's tax software, and return delivery for practices running 1040 individual returns at volume. It targets the three non-billable bottlenecks of a tax season and connects them in one system.

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.

Soraban no longer publishes pricing on its site; the signup funnel is sales-led, so pricing is quoted in a demo. Historically it charged per return with an annual minimum, billed by whether a firm used the Collect module, the Deliver module, or both, which made it favor firms running a meaningful volume of returns. There is no public free trial. Confirm current numbers directly with Soraban.

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.