Soraban vs. Truss: Which Tax Workflow Automation Tool Is Right for Your Accounting Firm?
- Alik Mock
- Aug 31
- 5 min read
Updated: Sep 1
The world of tax workflow automation is evolving rapidly, and accounting firms are seeking tools that save time, reduce unbillable hours, and enhance the client experience. This blog compares Soraban and Truss, two leading platforms in the accounting technology sector. The goal is straightforward: to help accounting and tax professionals quickly understand the strengths, differences, and value of each option, enabling them to make informed decisions for their firm.
What’s driving the rise of tax workflow automation?
Tax and accounting professionals are under increasing pressure to reduce administrative overhead while maintaining seamless client service. Hours spent chasing documents, sending reminders, and assembling returns add up quickly—and most of that time is unbillable. Workflow automation enables firms to regain efficiency, alleviate stress during busy periods, and scale without requiring additional staff. Both Soraban and Truss were created to meet this challenge, but they solve it in very different ways.
How does Soraban modernize administrative workflows in accounting firms?
Soraban defines itself as an AI-powered admin assistant built for accounting firms. Instead of piecemeal tools, it provides one unified experience through its three modules: Collect, Connect, and Deliver.
Collect automates client intake with dynamic questionnaires and secure document requests.
Connect takes the source documents from Collect and pushes that data directly into tax software, currently UltraTax, Lacerte, and Drake, with 97% accuracy, eliminating much of the manual entry for individual returns.
Deliver finalizes the process with branded client portals where clients can review, e-sign, and pay. Payment is made directly to the firm for tax return services, while tax liabilities are routed to the IRS or state agencies via a secure redirect, allowing clients to pay what they owe with one click.
Why do firms choose Truss for document workflow automation?
Truss focuses on streamlining how tax professionals collect, organize, review, and deliver client documents. Instead of requiring logins or passwords, clients receive secure links to upload files, reducing friction but aligning with what most modern tools (including Soraban) already offer.
Where Truss differentiates is in less automation and more workflow support with a human-driven layer. Features like AI-generated document checklists, automated reminders, and Workpaper Mode help firms stay organized, while accountants can annotate, review, and check off documents in one place. Truss also supports both individual and business returns, an area where Soraban’s automation is currently strongest, only for personal returns.
While Truss does not yet automate data entry into tax software the way Soraban does, it is expanding into return delivery and positions itself as a balance between simplicity for clients and hands-on control for firms. Security remains enterprise-grade, with SOC 2 certification and AES-256 encryption in place.
What are the key differences in features and focus?
The main distinction lies in scope. Soraban is the most built-out end-to-end tax workflow automation tool, designed to handle everything from client intake and reminders to data entry into tax software and branded delivery, eliminating the need for firms to stitch together two or three different tools. It not only drives efficiency internally but also delivers the most substantial client experience with secure portals for review, e-sign, and payment.
Truss, on the other hand, focuses primarily on document management. Its Workpaper Mode provides accountants with a straightforward way to annotate and review files, and its interface is simple to navigate on the firm side. But unlike Soraban, it does not automate data entry into tax software and remains more of a document workflow solution than a complete automation platform.
How do costs and customization stack up?
From a pricing perspective, Soraban and Truss are broadly comparable. Firms will not notice a significant cost difference between the two. The real decision comes down to what you are paying for.
Truss emphasizes workflow support with features like Workpaper Mode and a human-driven element that helps process both individual and business returns. However, it may still require firms to layer in other tools for a complete solution.
Soraban, by contrast, is an all-in-one platform. It automates client intake, directly pushes data into tax software, and delivers returns through branded portals. This means the entire cycle is covered without relying on extra systems. Soraban also offers deeper customization, allowing firms to tailor organizers and questionnaires by client type or entity. This makes it well-suited for firms that want automation and flexibility in one place.
How do costs and customization stack up?
Both Soraban and Truss aim to reduce wasted time for accounting firms, but they solve different parts of the tax workflow. The chart below illustrates where each tool fits:
Soraban spans intake, input, and delivery. It automates client intake, processes 1040 returns directly into UltraTax, Lacerte, and Drake with 97% percent accuracy, and delivers returns in branded portals where clients can review, e-sign, and pay. Soraban is by far the most comprehensive all-in-one workflow platform, designed to replace multiple tools and provide firms with a single hub for tax season. It is built for scale and has become the leader in tax workflow for small to medium firms, even surpassing more general practice management systems like Karbon and Canopy.
Truss sits mainly in intake and delivery. While it offers a clean workpaper interface and a human-driven service layer that can process both individual and business returns, it does not automate data entry into tax software. Firms may still need to add other tools to complete their workflow. Truss can be a good fit for firms with higher business return volumes that want U.S.-based human processing to support their capacity.
For firms that want end-to-end automation, Soraban is the clear choice. For firms leaning toward business returns that value human review and a simpler workpaper tool, Truss may be a consideration.
Which platform is the better fit for your accounting firm’s future?
Choosing between Soraban and Truss ultimately depends on your firm’s systems and priorities. A few key factors to consider include:
Tax software integration – Soraban currently integrates directly with UltraTax, Lacerte, and Drake for automated 1040 processing. If your firm uses one of these, Soraban’s automation may be a clear advantage.
Document Management Setup – Consider how your firm currently organizes and stores client files. Soraban provides one unified portal, while Truss may still require layering in other tools to complete the workflow.
Staff capacity – If your team is stretched thin during tax season, Soraban reduces reliance on staff through automation. Truss, in contrast, adds a U.S.-based human element that may help with capacity on both individual and business returns.
Growth goals – Firms seeking to scale with a single client portal and an all-in-one workflow solution will likely find Soraban a stronger long-term fit. Firms that are more focused on improving document collaboration without making significant internal changes may lean toward Truss.
Both Soraban and Truss are modernizing the tax workflow, but the better fit ultimately depends on whether your biggest challenges are administrative inefficiencies across the tax lifecycle or document management and review. Aligning your platform choice with your software stack, staffing model, and growth targets ensures the highest return on investment.
Need help deciding which platform is right for you?
Choosing between Soraban and Truss depends on your firm’s unique workflow, client base, and long-term goals. If you’re unsure which solution best fits your needs, the Genwise team can help. We specialize in guiding accounting firms through technology decisions, implementations, and workflow automation strategies.
Contact Genwise today to get expert advice tailored to your business and confidently move forward with the right platform.