Soraban Reviews & Ratings

Soraban

4.7 out of 5 stars
Company Website for Soraban

Ratings and Reviews 8 Ratings

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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What is Soraban?

Soraban operates as an AI-enhanced administrative assistant specifically designed for accounting and tax firms, focusing on automating tasks such as client data collection, document retrieval, and workflow management through an intuitive, branded portal. By replacing tedious manual processes with adaptable, customizable questionnaires that can issue automatic reminders to clients through SMS, email, or voicemail, it effectively converts document uploads into PDFs while improving client communication with intelligent, context-sensitive prompts. This innovative tool integrates readily with existing accounting software, facilitating automatic data entry, applying e-signatures for IRS documentation, and managing the delivery of tax returns efficiently, all while significantly reducing the need for human intervention. By taking charge of repetitive administrative tasks, Soraban empowers professionals to focus on advisory roles, significantly enhancing overall efficiency, reducing errors, and enriching the client experience with seamless, mobile-friendly interactions. Furthermore, Soraban not only revolutionizes the operational landscape of accounting firms but also lays the groundwork for a more efficient and modern approach to client management in the future. This advancement demonstrates a pivotal shift in how technology can redefine traditional workflows and interactions within the financial sector.

What is Double?

Double is a cloud-based accounting operations platform built to help accounting firms, bookkeepers, and finance teams automate month-end close workflows, manage financial reviews, and improve accounting efficiency using AI-powered automation and integrated ledger connectivity. The platform allows users to automate transaction coding, reconcile financial data, create AI-assisted journal entries, manage receipts and accruals, process 1099s, and track accounting workflows through a unified operational dashboard. Double integrates with accounting and ERP systems including QuickBooks Online, Xero, Sage, and NetSuite to ensure that all workflows remain connected to the organization’s financial source of truth. The platform combines accounting automation with client communication, practice management, task tracking, tax workflows, reporting, and close management features to streamline collaboration between accounting teams and clients. Accounting professionals use Double to accelerate financial close cycles, reduce manual bookkeeping work, improve workflow visibility, centralize accounting operations, and automate repetitive accounting tasks while maintaining control over review and approval processes.

Media

Media

Integrations Supported

Drake Tax
Karbon
Lacerte
Stripe
UltraTax CS
Zapier

Integrations Supported

Devolutions Remote Desktop Manager
Fleet
Indent
Motileo
Nango
Nekton.ai
SurePassID

API Availability

Has API

API Availability

Pricing Information

Pricing not provided

Pricing Information

$10/month/client
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Soraban

Date Founded

2021

Company Location

United States

Company Website

www.soraban.com

Company Facts

Organization Name

Double

Date Founded

2020

Company Location

United States

Company Website

doublehq.com

Categories and Features

Accounting

Tax Management

Agentic AI

Not specified

AI Accounting

Not specified

AI Accounting Agents

Not specified

AI Agents

Not specified

AI Tax

Not specified

Corporate Tax

Not specified

Tax Preparation

Not specified

Categories and Features

Accounting

Not specified

AI Accounting

Not specified

Bookkeeping

Not specified

Financial Close

Not specified

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