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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 ServiceBuilder?

ServiceBuilder is a groundbreaking platform aimed at enhancing the management of volunteers, organizing church events, and aiding in future planning activities, among other features. It allows for the seamless scheduling of individuals for various tasks while also sending both automated and personalized reminders to keep everyone informed. Users can receive notifications through SMS, direct messages on Twitter, and emails, which enable quick confirmations of participation. Administrators have the capability to monitor who has received reminders, track responses effectively, and identify which volunteers have yet to respond. The system supports an unlimited number of users across different teams, providing administrative access to as many individuals as required for making necessary adjustments. Moreover, team members can view a curated list of upcoming songs, access related mp3s or YouTube videos, and download charts and lyrics that are automatically sourced and presented on dedicated pages for each song. The platform's compatibility with various computer-based calendars on mobile devices ensures that all participants remain up to date and organized. In essence, ServiceBuilder not only streamlines the planning process but also fosters a more connected and engaged church community, ultimately enhancing the overall experience for everyone involved.

Media

Media

Integrations Supported

Drake Tax
Karbon
Lacerte
Stripe
UltraTax CS
Zapier

Integrations Supported

Drake Tax
Karbon
Lacerte
Stripe
UltraTax CS
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$79 one-time payment
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Soraban

Date Founded

2021

Company Location

United States

Company Website

www.soraban.com

Company Facts

Organization Name

CrookedBush.com

Date Founded

1995

Company Location

Canada

Company Website

www.servicebuilder.net

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Corporate Tax

Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning

Categories and Features

Church Management

Accounting Integration
Attendance Tracking
Child Check-In
Email / SMS
Event Management
Member Directory
Member Portal
Multi-Site Management
Online Giving
Pledge Management
Small Group Management
Volunteer Management

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