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Soraban
(415) 707-5673
www.soraban.com

Soraban is an AI-powered software platform designed to automate and streamline client data intake and service delivery for accounting firms. Our Intelligent Client Coordinator automatically collects client tax documents, enters data into tax software, and manages communication through an easy-to-use client portal. This significantly reduces manual work, improves data accuracy, and helps CPAs and accounting professionals focus more on strategic tasks rather than administrative burdens.

Archived Webinars

BALANCING TRADITION AND TECHNOLOGY: CHOOSING THE BEST PATH FOR YOUR TAX PRACTICE
Recorded Date November 22, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
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Claire McDonald

Soraban
Lead Solution Specialist
claire@soraban.com
(415) 707-5673

Professional Bio.

Zac Neill

Soraban
Director of Technical Implementation
zac.neill@soraban.com
(415) 707-5673

Professional Bio.