Soraban’s cover photo
Soraban

Soraban

Technology, Information and Internet

Tempe, Arizona 1,364 followers

Ai-Powered Admin System

About us

Soraban is the admin system built for accounting firms — powered by AI, integrated with your stack, and designed to eliminate manual work across intake, data entry, and deliverables. Your team didn’t go into accounting to send emails, rename PDFs, and chase signatures. Soraban does that — with AI that’s trained on how firms actually work. Your pros get their time back. Your admins become your client's superheroes. And your firm scales, without the chaos.

Industry
Technology, Information and Internet
Company size
51-200 employees
Headquarters
Tempe, Arizona
Type
Privately Held
Founded
2021
Specialties
Tax Workflow Automation, Accounting Firm Automation, and CPA and Accounting Trained AI

Locations

Employees at Soraban

Updates

  • Soraban reposted this

    View profile for Jason Staats, CPA

    I Coach Accounting Firms for Free at 516-980-4968 | Founder of a $400M/yr Accounting Firm Alliance

    We're entering the golden age of tax software. Seriously. There's a LOT of money going into tax automation. But only ONE category of tax tool is a no-brainer for accounting firms. The video you're seeing is a sponsored demo I put together for Soraban. It's good, a whopping 16k accountants have seen it, but first 👇 Let's make sure we understand the 7 types of tax software available to tax firms: 1. Intake These apps produce pro-forma document request lists (not boilerplate questionnaires), and provide a place for you and/or your clients to submit every individual item needed. 2. Workpaper Prep They organize and annotate docs to tie to the tax software. Traditionally done in some combination of Adobe Acrobat and Excel. 3. Input The automated input of data off of tax forms into your tax software. We've long had OCR solutions for this, they just weren't accurate enough to trust. Now AI can much more accurately pull data, but integrating with tax software remains extremely clunky. 4. Form Prep This is your tax software. It's old, it's bad, and better alternatives can't come soon enough. Efficiency with tax software largely boils down to muscle memory. If you're considering a change, efficiency gains are better found in the other tool types presented here. 5. Review These apps review a 1040 given a pile of supporting documentation. While the future of this category is super exciting, capability here are still limited. 6. Delivery The ability to ingest a completed tax return, and deliver it to the client while giving them clear to-do's and gathering all necessary signatures. A modernized, app-ified transmittal letter. 7. Research Using AI to get you to answers quicker, and double check the work of your humans. These are getting really good, but so is ChatGPT at a fraction of the cost. Most tax workflow apps are tackling several of these. For example Soraban started with Intake, and is now getting into Input and Deliver. But with so many platforms on the market and each doing slightly different things, it can be VERY hard to know what's going to save you the most time and headache. Here's my take: Intake (1) offers the greatest time savings opportunity. I can vouch for hundreds of firms who have spent the past two years using AI intake software to automate info collection. It's real, and it works. Next I see firms getting the most time savings from Deliver (6), and Research (7) platforms... But the no-brainer buy right now for tax shops: It's an Intake (1) solution. And Soraban (shown in the video) is as good as any Intake solution on the market. It's been around a few years now and I can happily recommend it to anyone ready to save a pile of time next tax season. If you haven't seen intake apps before, check out the video and you'll become a believer. PS. I've got some free resources to share if you're re-evaluating your tech stack over the next couple months. Drop me a 👋 in the comments and I'll send em over.

  • AI can accelerate data analysis, fraud dedication, and even risk assessment—but can it do everything? We believe the future of accounting isn’t just AI—it’s experts like accountants, tax pro staff, the admins at accounting firms holding everything together—with AI helping them work faster. Accountants who blend technology with critical thinking will not only improve efficiency but also lead the profession forward. #WorkflowAutomation #AccountingFirms #AccountingSoftware #Accounting #AI

  • View organization page for Soraban

    1,364 followers

    “Nearly half of all accountants (46%) are now using AI on a daily basis, and more than 8 in 10 report that AI boosts their productivity and eases mental load.” The rise of AI isn’t just reshaping productivity — it’s redefining the role of accountants — now advisors. From data auditing to navigating emerging regulations, AI presents an opportunity for firms of every size. #Accounting #WorkflowAutomation #AccountingSoftware #TaxTech

  • What’s the #1 blind spot holding back most accounting firms from scaling? (Hint: it’s not staffing, tech, or cash flow…) 1. Build leadership bench strength now Only ~10% of small - medium size firms have written succession plans. 2. Reinvest in efficiency— not just headcount 87% face staffing gaps. Smart tech and process save equity, not sap it. 3. Architect your process, don’t rely on people With half the workforce nearing retirement, repeatable systems set you apart. Strategy first, scaling second. Want deeper insight? We unpacked this and more in a real‑deal conversation with industry leaders. #Accounting #Productivity #AccountingFirms #TaxTech #AI #WorkflowAutomation #AccountingSoftware

  • Scaling isn’t about squeezing more work from people. It’s about smart investment in leadership, technology, and repeatable processes. Most firms miss this. Growth can happen — and culture can thrive — when it’s driven by strategy instead of sheer effort. If you’re ready to see how this works in practice, from AI-enabled succession to strategic reinvestment and process architecture, our upcoming #webinar will share insights that go beyond the standard playbook. #AccountingSoftware #Accounting #WorkflowAutomation #Productivity #AI #AccountingFirms #TaxTech

  • The future isn’t waiting for accounting firms — it’s already here. Only 10% have a succession plan. 87% face staffing shortages. Nearly half anticipate major headcount reductions. The takeaway is clear: resilience won’t come from hope — it comes from strategy. Succession. Staffing. Process. AI. These aren’t buzzwords. They’re the levers separating firms that thrive from those that stall. We’ve condensed the latest data and insights from industry leaders into a practical playbook you can apply right now. Join our upcoming webinar to see where the numbers point — and how your firm can pull ahead.

    • No alternative text description for this image
    • No alternative text description for this image
    • No alternative text description for this image
    • No alternative text description for this image
    • No alternative text description for this image
  • Soraban reposted this

    Exciting News! We Raised Our #SeriesA to Drive AI‑Powered Growth for Accounting Firms! Accounting has an execution problem — not for the accounting work, but for everything around it. Soraban's AI fixed the 60% of a firm's week they can't bill for. Why this Series A matters: 40–60% of a firm’s workweek is consumed by administrative tasks — chasing documents, moving data, managing client communications. Most solutions focus on automating the tax prep itself, but that’s only part of the problem. By removing the administrative bottleneck, firms can reclaim time, focus on advisory services, and serve clients at a higher level. This Series A investment is a strong vote of confidence in a new category: An Admin system that acts as the execution layer for firms, so everyone on the team spends more time in their zone of genius. To our customers, investors, and the Soraban team: thank you for believing in this mission. We’re just getting started.

    • No alternative text description for this image
  • Exciting News! We Raised Our #SeriesA to Drive AI‑Powered Growth for Accounting Firms! Accounting has an execution problem — not for the accounting work, but for everything around it. Soraban's AI fixed the 60% of a firm's week they can't bill for. Why this Series A matters: 40–60% of a firm’s workweek is consumed by administrative tasks — chasing documents, moving data, managing client communications. Most solutions focus on automating the tax prep itself, but that’s only part of the problem. By removing the administrative bottleneck, firms can reclaim time, focus on advisory services, and serve clients at a higher level. This Series A investment is a strong vote of confidence in a new category: An Admin system that acts as the execution layer for firms, so everyone on the team spends more time in their zone of genius. To our customers, investors, and the Soraban team: thank you for believing in this mission. We’re just getting started.

    • No alternative text description for this image
  • Soraban reposted this

    View profile for Yuri Kapilovich, CPA

    Bringing mentorship to accountants at scale | #thefuncpa | Tax strategist

    Wanna learn about Soraban? Great! They are doing incredibly cool stuff around automation of client intake forms and open item lists and it’s mind blowing 🤯 But don’t take it from me, here is Dave Btw I left the conference heading home so the fomo shall end soon 🤣 Thanks for joining my FOMO journey

Similar pages

Browse jobs

Funding

Soraban 3 total rounds

Last Round

Series A
See more info on crunchbase