Soraban

This post is for anybody using Soraban ([https://www.soraban.com/](https://www.soraban.com/)) that has feedback they would like to share. Unlike other demos that I've done, this one was a very pleasant surprise. It seems the program does exactly what I am looking for which is a streamlined tax organizer that sends auto-reminders to clients, auto-placed e-signatures to streamline getting 8879s completed, and it also has some features for walking clients through payment vouchers/deadlines. In s

Hi all, now that it's after tax season, we're starting to look for ways to improve our processes and I figured I'd look to the taxpros community for some help. Our current process is something like this: Tax organizers are generated in Lacerte, printed, and mailed sometime in early Feb. Most clients will complete the organizer and attach their docs and either mail or drop off. Some will use our crappy CPA Site Solutions portal to upload docs. Once the docs are in, the physical documents will be

Watching because I'm interested in others' experiences with Soraban, since I'm actively considering adding it.

I'm trying to decide between implementing Soraban or Firm360 for next year and curious about thoughts from current users. And to clarify, I've already checked out pretty much every other practice management/workflow program that's been mentioned and I've ruled them out for various reasons. Just down to these two. Soraban seems great to solve the issue with missing documents. You can export from existing tax software to compile a list of prior year docs and the organizer questions will add an

Hello, I'm considering using Soraban next tax season. I watched videos on youtube and it seems really nice, but we have an internal process where we download all of the documents and keep it in a folder that gets read by one of our systems. Questions: 1) Can you select a client and easily download all documents they uploaded? 2) Can you bulk download multiple clients and their documents 3) When downloading, do the documents come re-named or organized as they do on the platform?

I decided to try Soraban. They have a deal where you can pay a deposit for next year and use the program for the rest of this year so I can test it out on extension clients. My 2 main issues with firm360 were using the last 4 of the SSN as the login password. I don’t think that’s particularly safe and also makes it complicated to add users like client bookkeepers as I can’t imagine them being OK handing over their SSN. You also can’t send just an email from the system. It goes as a message a

Soraban is great and there’s a bunch they’re improving on. There’s also an integration with Karbon for that practice management side that you’d need, that I’ve been a beta tester for, I’ve liked it a lot.

I have Soraban integrated with Sharepoint. So when a client uploads a document it automatically gets sent to Sharepoint. When I export a Questionnaire it also automatically goes into Sharepoint. I never have to download any documents. Only thing I have to manually download are 8879’s. The only other “manual” thing is clicking the button to send & notify that their tax return is in their documents section. By clicking that button it also gets sent to Sharepoint also. I also have Sharepoint a

I did a demo, as I am sure you have to. My one draw back at the time of Soraban is that the tax organizer and client proforma items didn't show prior year amounts, which for our older clients, is essential so they can remember where they got certain income or expense sources by showing the comparison. It also alerts them to leave notes if there is nothing this year or vastly different. Until that happens (which maybe now it has been implemented) I can't convince my firm to use the system. Plus t

I heard from a couple of people who used soraban and they said it was great. My main hesitation is the lack of full practice management capabilities and ability to use it with those clients who aren’t computer savvy.