# Soraban Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Soraban Software - reviews, pricing plans, popular comparisons to other Data Collection products and more. Source: https://www.capterra.com/p/10008641/Soraban/reviews --- # Soraban Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 18, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Soraban ## What is Soraban? Soraban is the tax workflow execution layer that helps smart accounting firms get more 1040s out the door—without hiring. Powered by accountant-trained AI and integrated with the tools firms already use, Soraban automates the three bottlenecks that drain every season: collecting missing documents, moving data into Lacerte/UltraTax/Drake/CCH Axcess/etc., and delivering signature-ready returns. Where portals and workflow tools just organize work, Soraban actually gets work done. Admins become process owners, accountants stay focused on reviews rather than clerical tasks, and firms hit deadlines with capacity to spare. Soraban automates the full Collect → Connect → Deliver flow, giving firms a clean, consistent, white-labeled experience their clients actually complete. No passwords, no chasing, no manual data entry. Just more throughput—without the chaos. ## What is Soraban used for? [Data Collection](https://www.capterra.com/data-collection-software/) Top alternative Featured Overall rating Based on 5 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Soraban?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.soraban.com&name=Soraban) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Soraban 4.8 (5) VS. [4.7 (182)](https://www.capterra.com/p/138990/Cognito-Forms/reviews/) Starting Price Contact vendor Starting Price $19 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (5) Ease Of Use 4.6 (11,426) Value For Money 4.8 (5) Value For Money 4.7 (7,320) Customer Service 5.0 (5) Customer Service 4.4 (6,406) ## Soraban alternatives [4.5 (103)](https://www.capterra.com/p/144453/FormAssembly/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars Highest Rated [4.7 (2,896)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.7 (204)](https://www.capterra.com/p/143532/Castor-EDC/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.4 (12)](https://www.capterra.com/p/10004983/SAS-Viya/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/10008641/Soraban/alternatives/) ## FAQs about Soraban Overview ### What company size and specific industries is Soraban built for? Soraban is designed for accounting firms and tax firms of all sizes that need software tailored to professional accounting and tax workflows. It is aimed at service providers in the accounting and tax industry rather than general business users, making it suitable for firms handling client financial and tax work. Features and Usability ### What are the key features of Soraban? Soraban offers API access, access controls and permissions, customizable forms and templates, and forms management for structured data collection. It also includes data capture and transfer, data import/export, real-time data, reminders, reporting and analytics, search and filter tools, mobile access, multi-channel distribution, and third-party integrations. Getting Started and Support ### What training and onboarding options does Soraban offer? Soraban provides live online sessions and documentation to help teams get started. Live online sessions support guided setup and direct instruction, while documentation offers written reference material for self-paced review of features and steps. Getting Started and Support ### What customer support options does Soraban offer? Soraban provides email/help desk support, a knowledge base, and chat. These channels give users direct contact and self-service guidance for setup and troubleshooting. No reviewer feedback is available here to describe response speed, agent helpfulness, or common support frustrations. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Data Capture and Transfer 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Import, collect, and capture data from multiple sources Data Import/Export 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Import and export data to and from software applications Forms Management 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Store, manage and track all forms in a centralized location Mobile Access 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Access software remotely via mobile devices Reporting/Analytics 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Access Controls/Permissions 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Soraban 14 features Define levels of authorization for access to specific files or systems Application programming interface that allows for integration with other systems/databases Customize contracts and forms to collect specific information Pre-designed layouts that can be customized to match preferences and requirements Import, collect, and capture data from multiple sources Import and export data to and from software applications Store, manage and track all forms in a centralized location Access software remotely via mobile devices Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers Receive data and information in real time Timed notification for any upcoming task, deadline, appointment, or activity View and track pertinent metrics to find patterns and gain insights from data Search and filter data across systems to locate required information by entering keywords or certain criteria Set up connections to third-party platforms to improve business processes Features 4.8 (5) 4.8 Based on 5 reviews ## Pricing Value for money 4.8 (5) Value for money 4.8 (5) 4.8 Based on 5 reviews ## Support, customer service and training options Customer Service 5.0 (5) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (5) 5.0 Based on 5 reviews ## User reviews Overall rating 4.8 Based on 5 reviews Filter by rating 5(4) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent GO Greg O. CEO Accounting ### "Game Changer for our Firm" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 23, 2023 The team has been a 10/10 to work with. They have been extremely receptive to any comments or feedback we have had and they have always been willing to listen to improve the product. They are changing the game in the industry and we will continue to take the ride with them! Pros Ability for our team to get out of email (a terrible time suck), schedule recurring automatic questionnaires and streamline our tax prep process. Cons Really nothing. Any issues we have they always address them ASAP. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JM Jaclyn M. Executive Assistant Accounting ### "Excellent Program to Maintain Organized Workflow between Firm and Clients " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 May 22, 2023 Quick turnaround time for response to inquires, sends updates via email of the platforms improvements/additions to the portal. Notifies via email upcoming changes and additions to be made to better the client and firm experience. Pros The Soraban team always considers our firms notes and researches areas of improvements to better the portal experience, not only internal improvements; for our clients too! Cons Support center is through email/texts (electronic only); no "customer service" phone to call should issues be very time sensitive. Although, the team does reply in a fast turnaround time. Sometimes it's nice to have a phone number handy if ever needed. Reasons for choosing Soraban More bandwidth of improving the portal, had a better sense of trust with Soraban than the competing product. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JP Jackson P. Owner Accounting ### "A Comprehensive Tool for Streamlined Tax Preparation" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 15, 2023 I've been using Soraban for the past tax season, and it has turned out to be an extremely useful tool for both me as a tax professional and for my clients. The platform is designed to make the process of collecting and managing tax information as easy as possible.The standout feature of Soraban is its client portal. It offers an intuitive interface that allows my clients to upload their documents directly. This eliminates the need for back-and-forth emails and keeps everything organized in one place. The document request list feature is also incredibly helpful, allowing me to customize what I need from each client, reducing confusion and saving time. Pros Ease of use from the firm and client perspectives! Cons The responsiveness on a mobile device could use some work, and to my knowledge, they are already actively working to make this easier to use on a mobile device. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. TS Todd S. President Accounting ### "First year " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 15, 2023 Excellent! Truly a pleasure to work with. The support and responsiveness was truly first class. Pros It combined the eng letter, questionnaire, upload process into one easy to use tool. Cons My goal is to be able to get more "completed" questionnaires. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CS Cliff S. Partner Accounting ### "Soraban is all around Excellent" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 12, 2023 Soraban has freed up my time by enabling staff to be kept apprised of client communications with all tax documents in a central location. Staff can chat with clients directly with the chat history available for reviewers to see. Pros Soraban's chat feature makes communication with clients easy and allows all staff to see the history. Sending and receiving information or documents is very convenient.Soraban customer service is top notch and responds within a few minutes and often uses technology to help with any questions.I also like the ability to see things from the client perspective and add information that the client may have sent in an email rather than through Soraban. Cons Duplicate documents are part of the questionnaire when clients are uploading tax documents. The questionnaire can be over 100 pages because of this and scrolling through it can take some time.I would like to see a feature to have clients pay fees linked to our bank account. Reasons for choosing Soraban Speaking with the Soraban team gave me a more comfortable feeling as they are very customer service oriented. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. 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