Jason On Firms Podcast 456 The Most Important Software Tax Firms Will Buy!
May 14, 2025
Discover the transformative power of tax workflow software, which enhances efficiency compared to traditional tools. Delve into essential software recommendations, highlighting automation strengths and industry challenges post-mergers. The discussion also covers delivery and intake processes, emphasizing automation features of SafeSend and innovative practice management solutions. Get insights on how these technologies can revolutionize billing and overall firm management!
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Tax Workflow Innovators Lead
- Tax workflow providers innovate faster than practice management systems.
- Practice management systems struggle to catch up with specialized tax workflow tools.
Soroban's Intake Leadership and Challenges
- Soroban created tax workflow intake and remains the leader in that area.
- Growth challenges led to support delays and onboarding restrictions for smaller firms.
Soroban's Beta Features
- Soroban is developing automated delivery and data extraction tools, but they are still in beta.
- The beta versions are promising but not yet fully reliable or polished.