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Claire McDonald

Soraban
Lead Solution Specialist
[email protected]
(415) 707-5673

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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. 

About Us:

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.