+
.png)
+
Your Team and Clients, Finally Working in Perfect Sync
Pair Karbon’s powerful practice management system with Soraban’s intelligent client management system to help your firm scale wisely—freeing up billable time, improving team experience, and creating a modern, integrated client journey.
Karbon | Soraban | |
|---|---|---|
Purpose | Streamline internal operations | Streamline client experience |
What it does | Manages tasks, email, timelines, and internal collaboration | Automates client data collection, tax delivery, e-sign & payments |
Benefit | Team visibility, accountability, and efficiency | Smoother client experience with fewer follow-ups and minimize manual tax data entry |
Soraban is trusted by innovative firms.
Unlock true workflow harmony.
Build custom integrations between Soraban and your existing tools – whether it's automated notifications in Teams or Slack, tax data synced to your tax software, or document migration to your storage systems. We allow tasks and data to flow effortlessly between your systems.
Karbon - Practice Management System
Karbon centralizes your team’s work into one powerful, AI-enhanced platform—bringing together tasks, email, workflows, and collaboration to keep everything in sync. Built for visibility and speed, Karbon keeps your team aligned, automates recurring work, and provides the clarity needed to scale without chaos. Your team moves faster, and nothing falls through the cracks.
-
All-in-one: Manage Tasks, email, notes, timelines, and collaboration—tied to each client
-
Automate: Streamline recurring work, task dependencies, and internal workflows
-
Karbon AI: Drafts email replies, summarizes conversations, and suggests next steps
-
Visibility: Real-time insight into team capacity, deadlines, and project progress
Streamline client onboarding.
Soraban simplifies the process of bringing on new clients — no more manual uploads or chasing client paperwork. Save documents to prepopulate future tax data automatically. Streamline your workflow, impress new clients with efficiency, and free up your team's time.
Soraban - Client Management System
Soraban delivers a fully white-labeled client experience—streamlining document access, data collection, messaging, and multi-entity management in one place. If you want to supercharge your tax workflows with custom organizers built from prior-year data, automates manual tax software entry through Soraban Connect, and simplifies client payments and e-signatures with Soraban Deliver. Integrated with your internal systems, Soraban keeps clients on track without your team constantly chasing them, allowing you to focus on expertise over data entry.
-
All-in-one: Three AI-powered modules—Collect, Deliver, and Connect
-
Collect: A branded portal that transforms disorganized, incomplete submissions into clean, structured data automatically
-
Connect: High-quality, accurate data that flows directly into your existing tax software (UltraTax, Lacerte, Drake, and more coming soon)
-
Deliver: A seamless experience for clients to sign tax returns, pay the firm’s invoice, and get redirected to pay any taxes owed
Enjoy smoother tax seasons.
Tax season shouldn't be a frantic scramble. Genwise takes the reins of your Soraban deployment, ensuring a smooth implementation in tandem with Soraban's premier support team. We'll streamline your configuration, migrate your data, and train your team.
How They Work Together
Karbon powers your internal operations, while Soraban manages everything client-facing. Together, they form a tightly integrated, AI-enhanced system that eliminates busywork, reduces bottlenecks, and brings clarity to your entire firm. Genwise ties it all together—implementing, integrating, and training your team to run like a well-oiled machine: internally aligned, externally effortless.
-
No more chasing clients for documents, signatures, or payments
-
Full visibility into deadlines, workloads, and ownership
-
Save hours each week with automation and AI-driven workflows
-
Connected system instead of scattered tools
See whose already automating with Soraban.
Schanel & Associates
Schanel & Associates | Jupiter, FL
Soraban has truly been a game-changer for our workflow and the flexibility it offers is invaluable.
Jackson Pace
Jackson Pace CPA | George, UT
From a user standpoint, Soraban allowed me to save time in the tax preparation process, making it incredibly convenient for both me and my clients.
Boyer2Accountants
Boyer2Accountants | White Plains, NY
Our experience with Soraban reflects its undeniable value in managing client interactions. Quick, efficient email support, and versatility.
Steven Johnson
Steven W Johnson CPA | Sante Fe, NM
Firms that seek to reduce manual efforts and enhance process efficiency will find Soraban tailored for their needs.
Ready to modernize your firm and unlock exclusive partner pricing?
Streamline your operations, elevate your client experience, and unlock exclusive savings with Karbon and Soraban—only through Genwise. Sign up today to see how Genwise can implement the Karbon + Soraban stack and transform the way your firm works.