All integrations
Soraban + Karbon
App integration via Karbon — Track client data collection progress from Soraban inside your Karbon workflow.
Instantly enhance your team’s and clients’ experiences with Karbon and Soraban. No need to switch back and forth between programs to check client questionnaire data, due dates, and task status. See progress and engagement history right in Karbon for a unified, up-to-date view that keeps your team on track.
- Sync existing Persons and Organizations with Soraban Entities.
- See your Soraban questionnaire status and audit log from Karbon, making it easy to take action and navigate to the relevant questionnaire.
- Gain a unified view of every task and status within your firm, even as detailed as client intake.
- Create workflows and actions between Soraban and Karbon with Zapier.
About Soraban
Soraban is the admin system built for accounting firms — powered by AI, integrated with your stack, and designed to eliminate manual work across intake, data entry, and deliverables. Your pros get their time back. Your admins become your client's superheroes. And your firm scales, without the chaos.
