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CPA - medium firm
CPA - large firm
Join us for an insightful webinar exploring the question: Is transitioning to an all-digital model truly the optimal choice for your firm? Leveraging insights from over 400 consultations with Tax & Accounting Firm leaders, we offer valuable perspectives on digital evolution. We will delve into the benefits and challenges of all-digital solutions, discuss the merits of a hybrid approach, and see firsthand how our customizable tools cater to diverse client requirements. Discover the most effective strategy for advancing efficiency and enhancing client communication within your firm. In this session, we’ll showcase how Soraban’s customizable platform simplifies client data intake, automates document collection, and integrates seamlessly with your existing tax software. Whether you’re managing multiple client needs or looking to improve your team’s efficiency, Soraban’s features are designed to help firms of all sizes streamline workflows, reduce manual tasks, and provide a better client experience. Join us to see firsthand how our adaptable tools can cater to the diverse needs of your firm and your clients.
Learning Objectives:
- Identify the key trends propelling digital transformation in the accounting and tax sector
- Recognize the benefits and challenges linked to the adoption of an all-digital strategy
- Determine the advantages of implementing a hybrid model blending digital services with in-person interactions
- List ways to proficiently deploy and tailor digital and hybrid solutions to align with client needs
Claire McDonald
Soraban
Lead Solution Specialist
[email protected]
(415) 707-5673
Claire is a sales professional with extensive expertise in the tax and accounting industry, focusing on digital transformation and process optimization. Her recent work involves working closely with industry leaders to understand their needs and offer tailored solutions that enhance workflows and client communication. Drawing from insights gained through over 400 meetings with industry experts, Claire effectively bridges the gap between technological advancements and practical applications. Committed to helping tax and accounting firms navigate the digital landscape, she leverages her deep industry knowledge to support and drive successful outcomes.
Zac Neill
Soraban
Director of Technical Implementation
[email protected]
(415) 707-5673
Zac specializes in operations strategy, process optimization, and digital transformation. With a focus on enhancing organizational efficiency, he helps accounting firms implement automation and innovative workflows to streamline processes and boost productivity. His diverse experience spans guiding companies through rapid change and uncertainty while fostering long-term growth and sustainability. Zac’s background is grounded in strategic thinking and leveraging technology to drive impactful business results.
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About Our Presenter
Soraban is an AI-powered software platform designed to automate and streamline client data intake and service delivery for accounting firms. Our Intelligent Client Coordinator automatically collects client tax documents, enters data into tax software, and manages communication through an easy-to-use client portal. This significantly reduces manual work, improves data accuracy, and helps CPAs and accounting professionals focus more on strategic tasks rather than administrative burdens.
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