Snapshot 5370
Normalized text
Scripts and page chrome removed; this is what change detection compares.
Collect Client intake without the friction. Prepare Review-ready workpapers, tied to source. Connect Auto-extract into UltraTax, Lacerte, Drake. Deliver 8879 e-sign + payment in one flow. About Soraban Who we are and why we build. Life at Soraban Team, culture, and open roles. Careers Open roles and working at Soraban. Integrations Security Firm Stories How firms use Soraban in practice. Blog Insights from the Soraban team. Log InRequest a Demo SECURITY & COMPLIANCE Built for firms that handle sensitive client data. Tax data is among the most sensitive financial information in existence. Soraban's infrastructure is designed around that fact — not bolted on afterward. Request a demoExplore the Trust Center → SOC 2 Type II — independently audited every year NIST IAL2 identity verification for IRS 8879 e-signatures 0 client documents retained after the defined retention period SECURITY CONTROLS Safe and secure by design. Built using the most reliable infrastructure for handling sensitive financial data — with controls that go beyond the basics. SOC 2 Type II Annual third-party audits verify controls across availability, confidentiality, and data integrity. Firm and account data independently confirmed. Secure Password & MFA Policies Multi-factor authentication and strong password enforcement protect firm accounts against unauthorized access. Robust Logging & Audit Trails Every action is logged with a complete audit trail. Full visibility into data access and changes for integrity verification. Secure Cloud Infrastructure Partnered with best-in-class cloud providers with enterprise-grade security, redundancy, and uptime guarantees. Battle-Tested DDoS Protection Firewall rules and traffic filtering protect the platform against distributed denial-of-service attacks and malicious traffic. Ongoing Updates & Rapid Response Systems are continuously patched and updated. Security vulnerabilities addressed rapidly to keep client data protected. Your data is never used for model training. Soraban's AI tools operate on your client data to do their job — and nothing else. Client documents, extracted fields, and firm information are not used to train models, improve third-party systems, or shared with any external AI provider for learning purposes. No third-party trainingNo data resaleSOC 2 audited COMPLIANCE Above & beyond the standards tax firms require. AICPA SOC 2 TYPE II Security, Confidentiality & Availability Soraban is compliant with AICPA SOC 2 to ensure Security, Confidentiality, and Availability controls align with Trust Service Criteria. Annual independent audits confirm that controls are operating effectively. IRS-COMPLIANT E-SIGNATURE Form 8879 — Legally Binding IRS 8879 signature collection meets all requirements for identity verification at NIST IAL2 level. Legally binding, audit trail backed — no paper required. Every signature is timestamped and verifiable. DATA RETENTION POLICY No Data Retained Beyond the Season You have complete control over your data. You control the timeline. Tax data doesn't sit in a third-party system indefinitely — it goes away when it should. ENCRYPTION Data Encrypted In Transit & At Rest All client data is encrypted using TLS 1.2+ in transit and AES-256 at rest. Documents, extracted fields, and firm credentials never travel or sit in plaintext. Soraban's Responsible Disclosure Policy → GET STARTED Security you can show your clients. Compliance you can count on. See how Soraban handles client data — before you commit to anything. Under 4 weeks to your first live season. Onboard in one week First season automated. ROI visible before renewal No sales cycle. No commitment until you're live