Today, after supporting more than 500 accounting firms through six busy seasons, Soraban announced a major milestone for its AI-native CPA Software: thousands of hours returned to accounting teams and a proven track record of helping firms increase capacity without adding headcount.
-- Six tax seasons ago, Soraban set out to solve a problem many accounting firms had accepted as unavoidable: the operational chaos surrounding tax work. Not the tax preparation itself, but the hours spent chasing missing documents, renaming files, organizing PDFs, tracking open items, and manually moving information between disconnected systems.
Today, after supporting more than 500 accounting firms through six busy seasons, Soraban announced a major milestone for its AI-native CPA Software: thousands of hours returned to accounting teams and a proven track record of helping firms increase capacity without adding headcount.
The announcement comes at a time when artificial intelligence has rapidly shifted from experimentation to daily operational use across the profession. According to recent industry research, 72% of accounting professionals now use AI weekly, with more than one-third using it every day. For many firms, the conversation is no longer whether to adopt AI, but whether their tools are actually reducing work or simply adding another layer of tax organizer software to manage.
Soraban’s approach has remained focused on one core idea: automate the work before the work.
For most accounting firms, the biggest bottlenecks happen long before a return reaches a preparer. Staff spend valuable time sending reminders, following up with clients, sorting uploads, renaming files, validating documents, and preparing workpapers. Soraban’s internal research found these operational tasks often consume 30 to 1 hour per return.
Individually, those minutes seem manageable. Across hundreds or thousands of returns, they become one of the largest drivers of overtime, burnout, and margin pressure during tax season.
Soraban’s AI-Native CPA Software was designed specifically to eliminate those repetitive administrative steps. The platform automates document collection, organizes and validates files, prepares workpapers, and delivers structured information directly into existing tax organizer software systems. The result is faster turnaround times, fewer manual handoffs, and more time for accountants to focus on review, planning, and client advisory work.
“Six seasons ago, we weren’t trying to build another workflow dashboard,” said Enoch Ko, founder of Soraban. “We wanted to solve the operational bottlenecks that slow firms down every busy season. The real issue was never just tracking work. It was all the manual effort happening between the steps. That’s where firms lose time, capacity, and energy.”
Over the last several years, the accounting technology market has become crowded with tools marketed as “AI-powered.” Soraban says many of those products still rely heavily on manual processes, offshore labor, or limited automation disguised as intelligence.
The company has publicly encouraged firms to evaluate AI vendors carefully by asking practical questions: Does the system automate full workflows or just assist with isolated tasks? Does it provide audit trails? Does it integrate with existing systems? Can it deliver measurable operational impact?
Soraban says its platform was built from the ground up as an agentic AI system designed to execute operational work across intake, organization, validation, and delivery. Customers using the software across multiple tax seasons have reported administrative workload reductions of 30% to 50%, along with significant improvements in throughput and client response times.
The platform also works with major tax and workflow systems already used by firms, including UltraTax, Lacerte, Drake, and CCH environments, helping firms modernize operations without replacing their entire technology stack.
Beyond efficiency gains, Soraban says the long-term impact has been most visible in staff experience and retention.
Across the accounting profession, firms continue facing labor shortages, rising wage pressure, and widespread burnout during busy season. Much of that strain comes from repetitive, non-billable work rather than technical accounting itself.
Soraban’s software shifts much of that operational burden away from accountants and preparers by automating intake coordination, document organization, reminders, and delivery preparation. Firms using the platform report fewer late-night administrative tasks, smoother workflows between teams, and more consistent client communication during peak periods.
“We honestly can’t imagine not having it now. Soraban also simplified administrative work, improved tracking, and made it easier to manage client progress. With dedicated onboarding support, we were able to take on more returns than expected without sacrificing quality.” Aiola CPA PLLC
The company says this operational relief is increasingly important as firms look for ways to grow without relying solely on hiring.
“Workflow software alone doesn’t solve the capacity problem,” Ko said. “Accounting firms don’t need more places to manage tasks. They need systems that actually complete the repetitive work consuming their teams every day. Capacity is the future.”
Soraban plans to continue expanding the platform based on customer feedback and advancements in artificial intelligence. Upcoming investments remain focused on helping accounting firms automate operational bottlenecks while maintaining visibility, compliance, and control throughout the tax workflow process.
As firms prepare for future tax seasons, Soraban believes the profession is entering a new phase where operational automation becomes essential infrastructure rather than optional experimentation.
Accounting firms interested in learning more about Soraban’s AI-Native CPA Software can schedule a personalized demo at soraban.com.
About Soraban
Soraban is a tax workflow automation company built to help accounting firms create more capacity during tax season. Founded by practitioners who have scaled accounting firms themselves, Soraban focuses on eliminating the administrative work that slows tax preparation and client service. Its AI-native CPA Software automates intake, organization, data handling, and delivery workflows so firms can grow without adding operational chaos.
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