Intake through return delivery
Taxably vs. Soraban
Collect, Prepare, Connect and Deliver cover client intake, workpapers, data entry and delivery. Taxably focuses on turning existing client folders into prep sheets.
Researched · USD
Pricing and what it covers
Taxably · Document organization and prep sheets
$10 per return
Plus $5 monthly firm fee
First 10 clients free, then $10 per return, plus $5 a month for the firm. No page charges.
The $5 monthly firm fee starts the day you add your card. The $10 per return starts after your first 10 clients. Card required to start.
Taxably pricing and billing detailsSoraban · Quote required
Annual return credits
Module quote; published minimums conflict
- A one-time onboarding fee of $1,000 to $4,500 is separate from the annual license.
- One credit per client return per season (November 1 to October 31). No dollar rate per credit is published.
- Official pages cite both 150-return and 250-return starting packages, and one says it is a poor fit for firms under 500 returns.
These prices cover different work. A prep sheet, a software platform, and a professionally reviewed return are different deliverables.
What to budget for your firm
Compare a worked example, with the price basis and limits visible.
Assumes 10 eligible free clients at Taxably. Clear this option if those allowances are unavailable.
One firm, one return per client for one tax year, and 12 monthly firm fees where applicable. Before tax, staff time, existing tax software, and unlisted add-ons. Different products cover different work; these are budget calculations, not promised savings or measured performance.
Taxably
Calculated annual cost
$4,960
490 paid returns × $10 + 12 × $5.
$9.92 per return across 500 returns, including the firm fee.
Document organization and prep sheets. Your firm still prepares and files the return.
Taxably pricing and billing detailsSoraban
Partial budget · onboarding only
$1,000 to $4,500
Onboarding component only
Plus the annual software license. Setup alone adds $2.00 to $9.00 per return in year one.
Add the annual license for the modules you buy; that dollar amount is not published. Official pages cite starting packages of 150 and 250 returns, and Soraban says it is a poor fit under 500. A 100-return workload falls below every published minimum.
Source for this estimate for Soraban (opens in a new tab)What Soraban does
Soraban links client collection with workpaper preparation, tax-software entry, e-signature and payment. Prepare, announced in June 2026 as a limited beta, adds source-linked leadsheets and a draft return from the prior-year return and this year's documents.
- Client follow-up, e-signature and payment alongside preparation.
- Source-linked leadsheets and a draft return in Prepare.
- A return-based license that suits seasonal staffing.
How the workflow compares
| Workflow | Taxably | Soraban |
|---|---|---|
| How work starts | Reads connected client folders on your Windows computer. Clients keep their existing way of sending documents. | Client questionnaires, document links without a password, and automated reminders through Collect. |
| What you receive | A bookmarked PDF prep sheet per client and tax year, with source documents and items needing attention. | Workpapers, leadsheets, tax-data entry, e-signatures, payments and return delivery, depending on modules. |
| Tax software | Works alongside your tax software. Does not enter figures into it or e-file returns. | Lists UltraTax, Lacerte, Drake and CCH Axcess, with ProConnect coming soon. One Soraban page also marks CCH Axcess coming soon; confirm yours. |
| Who reviews | Your preparer checks the source documents, resolves open items, and prepares the return. | Prepare links workpapers to source pages; preparers check and sign off. |
| Document handling | Documents and prep sheets on your firm's systems; external reading of document images. Your firm manages backups. | Client documents are uploaded to and stored in Soraban's cloud; no provider or region is named. It states SOC 2 Type II. |
How work starts
- Taxably
- Reads connected client folders on your Windows computer. Clients keep their existing way of sending documents.
- Soraban
- Client questionnaires, document links without a password, and automated reminders through Collect.
What you receive
- Taxably
- A bookmarked PDF prep sheet per client and tax year, with source documents and items needing attention.
- Soraban
- Workpapers, leadsheets, tax-data entry, e-signatures, payments and return delivery, depending on modules.
Tax software
- Taxably
- Works alongside your tax software. Does not enter figures into it or e-file returns.
- Soraban
- Lists UltraTax, Lacerte, Drake and CCH Axcess, with ProConnect coming soon. One Soraban page also marks CCH Axcess coming soon; confirm yours.
Who reviews
- Taxably
- Your preparer checks the source documents, resolves open items, and prepares the return.
- Soraban
- Prepare links workpapers to source pages; preparers check and sign off.
Document handling
- Taxably
- Documents and prep sheets on your firm's systems; external reading of document images. Your firm manages backups.
- Soraban
- Client documents are uploaded to and stored in Soraban's cloud; no provider or region is named. It states SOC 2 Type II.
Source documents and prep sheets stay on your firm's systems. Document images go directly from your computer to an external reading provider, which is not permitted to train on them. This is not an entirely offline workflow. Taxably's data handling
Which fits your firm?
Consider Taxably when
You want no setup fee and no minimum, a published price from the first return, and your existing client folders turned into prep sheets without moving clients to a new portal.
Consider Soraban when
You run 500 or more returns and want one platform for intake, workpapers, tax-data entry, signatures and payments.
Before you decide
- Setup of $1,000 to $4,500 before the first return, and no published rate per return.
- Soraban describes itself as a poor fit for firms under 500 returns.
- Prepare was announced as a limited beta; confirm it is available to your firm.
- Clients and documents move into Soraban's portal and cloud.
Common questions
Sources and review date
Sources reviewed on October 28, 2026. Follow the source for current terms.
- Current products and connections (opens in a new tab)
Four products, tax-software coverage and ProConnect availability.
- Pricing and onboarding guidance (opens in a new tab)
250-return starting packages, onboarding fee range and firm-size fit.
- Alternative published package minimum (opens in a new tab)
FAQ cites 150 returns, conflicting with the organizer guide's 250-return figure.
- Product credit model (opens in a new tab)
Credit season, annual licensing and CCH Axcess status.
- Prepare announcement (June 2026) (opens in a new tab)
Prepare's limited beta and its workpaper features.
- Security (opens in a new tab)
SOC 2 and data-handling statements.
See it on your own client folders.
Watch a sample prep sheet, then create your account and point Taxably Connect at one client folder. The download is in your account once it is set up.
Published by Taxably. Reviewed October 28, 2026 using the official sources linked on each page. Product descriptions are vendor statements, not independent performance tests. Prices are in USD; quotes, taxes, contract terms, and availability may differ. Trademarks belong to their owners. Send corrections to support@taxably.ai. Suggest a correction