Filed vs Soraban: AI Prep Inside Tax Software vs Intake-to-Delivery

Last verified 2026-10-16. Based on vendor-published facts, third-party reviews, and practitioner reports.

Verdict

Pick Filed if the bottleneck is prep and review inside the tax engine you already run: it populates and cross-checks returns in Drake, CCH Axcess, UltraTax, Lacerte, ProConnect and GoSystem on one flat firm-wide monthly plan (quoted), with SOC 2 Type II and 7216 anonymization workflows and a self-guided Reviewer trial. Pick Soraban if intake-to-delivery is the bottleneck: organizers, AI workpapers, data push into UltraTax, Lacerte, Drake and CCH Axcess, plus 8879 e-signature and payment, on an annual return-based license from 250 returns with a $1,000–$4,500 setup fee (quoted) and SOC 2 Type II.

Choose Filed if you are…

Firms that want AI prep and review inside existing tax software
Firms that prefer flat firm-wide pricing with unlimited seats

Choose Soraban if you are…

Firms with 250+ returns standardizing client chasing and delivery
Firms that want organizers, workpapers, e-sign and payment in one connected flow

	Filed	Soraban
Price	Quote-based	Quote-based
Pricing model	Flat monthly firm-wide plan based on client volume; all users and products included; no per-return, per-seat, or overage fees (vendor-stated)	Annual return-based license, packages from 250 returns; one-time setup fee $1,000–$4,500; quote-based
Free trial	Self-guided Reviewer trial	—
Best for	Firms that want predictable flat pricing and prep plus review inside their existing software	Firms with 250+ returns automating intake
Integrations	Drake shown on vendor site	—
Security	SOC 2 Type II, IRS 7216 anonymization workflows, SSO/MFA, US data processing; data never used to train shared models (vendor-stated)	—
Company	Raised $17.2M pre-seed and seed (announced May 21, 2025)	—
Key features	AI Tax Prep: documents in, populated return out AI Reviewer checks each figure against its source AI Tax Planner for multi-year scenarios Auto-built leadsheets tied to source documents Digital binders for every return Prowork sidebar inside your tax software Excel, Google Sheets and Outlook add-ins Firm Memory learns your firm's review rules Free re-runs when late K-1s arrive	Automated intake with reminders and auto-sort Review-ready workpapers, leadsheets and binders AI review flags discrepancies and missing items Push extracted data into tax software Return delivery with e-signature and payment IRS 8879 e-signature at NIST IAL2 Client onboarding without an app download Start with one product or all
Pros	Flat firm-wide pricing with unlimited seats Works inside six major tax engines Covers 1040, 1041, 1065, 1120, 1120-S and 990 Self-guided Reviewer trial before a contract	One connected flow from intake to delivery Integrates with four major tax engines SOC 2 Type II Firms report strong client adoption
Cons	Dollar price set only on a discovery call Multi-year partnership framing implies a longer commitment 8-week onboarding is heavier than self-serve tools On-premise, SSO and SCIM require Enterprise	Quote-based pricing Setup fee $1,000–$4,500 Packages start at 250 returns ProConnect integration not live yet
Full profile	Filed →	Soraban →

Before you sign

Confirm the tool integrates with the tax software you file in.
Ask for the SOC 2 report and data-retention terms (IRS Pub 4557), and plan for 7216 consent.
Get per-return or credit definitions in writing. Several r/taxpros users report credit costs changing mid-contract.

Sources

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