Tax and accounting firms are being pushed to produce more work with fewer people, while relying on tools built for a different era. Traditional workflow systems route tasks but still leave staff doing the manual, upstream work that stalls returns. With capacity shrinking and demands rising, firms are running out of room to grow. Soraban exists to change that with a new brand and a new category, centered on capacity, not headcount.
“Workflow is table stakes. Capacity is the future,” said Enoch Ko, CEO and Founder of Soraban. “Accounting firms are being asked to produce more work with fewer people. They don’t need another board, template, or checklist. They need a system that does the work behind tax preparation so their teams can focus on the decisions that require expertise and judgment. Our rebrand reflects that shift — in our identity, product, and in the category we’re committed to leading.”
The company now clearly defines the missing layer in the market — the layer that handles the work behind the work, the operational tasks that stall returns before a Tax Preparer can begin.
Unlike other tax workflow software, Soraban tackles this upstream work that has traditionally consumed staff time. It automatically gathers and organizes client documents, identifies missing items instantly for clients, and generates ready-to-work workpapers.
Soraban manages client reminders, organizes and sorts files, handles signatures and delivery, and turns messy client submissions into structured, usable data. By automating validation, tagging, and routing, it removes manual file triage, reduces errors, and accelerates turnaround times. Preparers start with clean, prioritized work, while managers have clear visibility into progress without chasing or guessing during busy season.The system also maintains detailed audit trails, centralizes all communications and documents, and adjusts dynamically to each client’s situation, keeping the intake process accurate, efficient, and consistent regardless of return volume.
This is the real bottleneck in tax preparation — and smart automation is the key to expanding firm capacity.
Soraban's rebrand marks the start of that next chapter. It brings clarity and identity to the category shift toward tax workflow that expands capacity.
“This rebrand marks a clean break from the old definition of tax workflow. For years, the category has been built around tracking work instead of doing it,” said Jenna Bayler, Marketing Leader at Soraban. “We are defining the new standard: automation that expands firm capacity by handling the critical upstream work no one else touches. Our identity now reflects the category we’re leading.”
The new brand is live today across Soraban’s website, social media, and customer-facing materials. Existing customers will see brand updates roll out after the next tax season passes to prevent any confusion or errors during the busiest time of the year.
About Soraban
Soraban is the most trusted and intelligent tax workflow automation platform that powers modern accounting firms. Purpose-built for accountants and admins and battle-tested through 5 tax seasons, we understand the pain. Soraban takes on tasks from client data collection, organizing workpapers, automating data entry to your tax software, and the final delivery to your client. Letting you use your time and expertise to create exceptional client experiences. Learn more at www.soraban.com
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For more information about Soraban, contact the company here:
Soraban
Jenna Bayler
jenna.bayler@soraban.com
San Francisco, CA