top of page




Supercharge your tax return workflow with smart questionnaires. Automatically collect, read, and import client data directly into your software.

Collect more docs sooner. A new standard for tax prep.

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 tax return workflows.

Dark Horse CPAs
DrillDown Solution
Martin Tax and Advisory
Summit CFOs
Hall Accounting Company

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.

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.

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.

See whose already automating with Soraban.

Transform your tax prep 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 | 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.

Dark Horse CPAs
DrillDown Solution
bottom of page