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PREFERRED PARTNER
Supercharge your existing workflows with smart questionnaires that read tax docs, and automatically import client data directly into your tax software.
A new standard for return collection and delivery.
Discover the power of Genwise and Soraban, designed to revolutionize accounting practices. Our collaboration brings together Soraban's cutting-edge tax return collection, delivery, and data processing tools to supercharge firms.
Trusted by innovative firms.
Unlock workflow harmony.
We 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.
Streamline client onboarding.
Genwise 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.
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 configuration, migration, and training, so your team can focus on providing great service.
See whose already automating.
Transform your tax return workflow.
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.
