Soraban

You're evaluating tax workflow tools right now. So is everyone else. Here's the test that actually matters: how many hands does one engagement need before it's ready to review? With Soraban, your admin sends the organizer. That's it. The client gets reminded, documents come in, and Prepare drafts the notes on the engagement while your team works on something else. You don't check in. You don't chase. You review when it's ready. See it run live. We host a demo every week ↓ #WorkflowAutomation #AIinAccounting #TaxTech

Tax season isn't something you can gamble with... But if you're in Vegas with us at #Engage26, so go ahead and gamble. Just not on your tax workflow software. Stop by booth #936 and see the tax workflow that's been battle tested across 6 busy seasons and 350+ firms. Take a spin while you're here. #TaxWorkflow #Accounting #CPA

Come see Jason Staats, CPA and the Soraban team for an exclusive ENGAGE after-hours event. To get in, you'll need the password. 📍 Stop by Booth #936 to get it. #BePrepared #ENGAGE26 #AICPAENGAGE #TaxWorkflow #AccountingTech

If this year felt a little too unpredictable, next season doesn’t have to feel like a gamble. 🎰 Soraban has been built alongside accounting firms through 6 tax seasons. We’ve seen what breaks under pressure, what accountants and admins actually need, and where AI and automation can do the most good. And we haven’t stopped building. We’re bringing something new to AICPA ENGAGE 2026, and while we can’t say too much yet, we can say this: it’s built for firms that want more capacity, less chasing, and a tax season that feels a lot more under control. Come find us at Booth 936 from June 8–11 at the Aria Hotel in Las Vegas. Let’s get you feeling #Prepared. #BePrepared #ENGAGE26 #AICPAENGAGE #TaxWorkflow #AccountingTech

"An organization’s ability to have trust and confidence in how they use AI is actually one of the competitive differentiators of a lot of organizations now.” — Richard Jackson, CPA AI isn’t just about speed anymore, it’s about trust. Clients and regulators want confidence in how systems are governed and monitored. That’s familiar ground for accountants. The next phase of AI adoption won’t be led by who moves first but by who uses it credibly. #AccountingLeadership #TrustAndAssurance #FutureOfTheProfession

“How many tasks in your day-to-day responsibilities require you to complete one routine process across several software products? If the answer is the entire day, there is probably a solution to automate much of your routine.” — Thomas Kleinhans, CPA This shows up everywhere in accounting workflows. The real opportunity isn’t adding more tools, it’s reducing the number of times people have to repeat the same work across them. That’s where meaningful efficiency actually comes from. #AIinAccounting #TaxTech #Productivity #FutureOfAccounting #Accounting

If you’ve ever walked into the office during busy season and thought: “Wait… where is this return?” “Did the client send that yet?” “Who was following up on this?” That’s not a people problem. It’s just hard to see what’s actually stuck. Most teams aren’t behind. They’re just working without clear visibility. And during busy season, surprises are what hurt the most. #TaxTech #AccountingFirms

We’re at BDO Alliance USA Evolve this week. The team is live at booth 308 at Fontainebleau Las Vegas. If you’re here, come by and say hi. Already having some great conversations about what made this past tax season harder than it needed to be. #BDOAllianceEvolve #AccountingSoftware #EVOLVE26

“You got a lot of 1040s you're trying to get out the door? Buddy, have I got the app for you.” — Jason Staats, CPA That’s the reality for most firms during tax season. The challenge isn’t just preparing returns. It’s collecting documents, organizing files, and keeping everything moving through the workflow. When that process runs smoothly, the whole season feels different. Check out the full clip from Jason in the comments 👇 #taxworkflow #accountingtech

With tax season behind you, there’s a chance to rethink how the workflow starts. Chasing documents. Missing files. Constant follow-ups. It shows up every year — the question is, what are you going to change about it? Because the way documents come in impacts everything that follows, from prep to delivery. We’ve been walking through how firms are handling intake differently today, and what it looks like when that part of the process actually works. Less back-and-forth. More clarity from the start. Smoother flow all the way through. If you’re going to invest time anywhere, this is a good place to start ↓