One Login, Nine Stages
TaxoraComparison brief

Taxora vs TaxDome, Soraban & Juno

One login.
The whole loop.

Each of the three products is strongest on one stretch of a tax engagement. Taxora is built to run the whole loop inside the platform CLOUDIT already operates, for one team working across many firms.

Prepared by the Taxora team Competitor facts from public pages and reviews, vendor claims quoted as claims Taxora facts from the shipped functionality log

Where each product lives

Three products, three stretches of the loop

The nine stages follow an engagement as CLOUDIT runs it, from the client's first link to the notice that arrives a year later. The products run across the top, the stages down the side. A check means the product handles that stage itself; a faded check means it touches it, with a word on how.

Covers the stageTouches itNot covered
Stage of the engagement
Taxorathe one you own
TaxDome
Soraban
Juno
1Intake & chasethe first link, the organizer, the chase
2Document vaultwhere the uploads live
organizes uploads
3Workpapersthe binder, mapped and named
4Extractionthe numbers off every form
renames & tags
5Human checka person on the doubtful figures
AI flags
6Tax softwarethe data pushed into the software
print & status
7Review PY↔CYprior year against this year
flags
reviewer · advisor
8Filing & deliverysignature, e-file, delivery
8879 live · watcher next
9Notices & hoursa year later, and the time it took
pipelines · time

Read the columns and the shape is the point. TaxDome runs the practice around the return and leaves the reading of forms to others. Soraban and Juno read forms and fill the software, then hand the rest of the practice back to the firm, and neither pairs ProConnect with a live workbook. Taxora is the column that fills end to end, and it is built for a team that serves many firms rather than one.

The engagement loop

How one return moves through Taxora

One loop, nine stages, one login. Watch a return travel from the client's first link to the notice that arrives a year later, and back to the top for the next season, without leaving the platform.

After the ninth stage the return goes back to the top for the next season.

  1. Intake & chase. The client opens a magic link on the phone; the delta organizer asks what changed, and the checklist grows with each yes.
  2. Document vault. Uploads land in CLOUDIT's own S3 with SharePoint as the backup, versioned and permissioned by folder.
  3. Workpapers. Each document is read with AI and mapped to its form or schedule, then filed in the SOP-named binder with its bookmark.
  4. Extraction. The AI picks the numbers off every form and schedule into the IW-1040 workbook, a source chip on each line.
  5. Human check. Each figure carries its page and its confidence; low confidence goes to a person, and any field can be corrected.
  6. Tax software. The data is pushed into the software — ProConnect today, more popular tax software on the same rails — each skip named in the run log.
  7. Review PY↔CY. Prior year against current year, line by line, with the sources behind each difference.
  8. Filing & delivery. 8879 on the checklist rails; one-link signing and delivery are next.
  9. Notices & hours. A notice a year later lands on the register; hours and budgets roll into the season analytics.

At a glance

Four products, side by side

Taxora

The operating system for CLOUDIT's tax practice

Built for
One team serving many CPA firms, each with its own software, portal and service levels.
Pricing model
Included with the existing CLOUDIT platform price. No separate per-seat or per-return licence.
Tax software
Pushes the data into the software: ProConnect today, checked live; CCH Axcess, Drake and ProSeries next.
What the AI does
Splits the packet, then reads and identifies the different forms and schedules, ID documents and catch-all records through three lanes: deterministic, text and vision. Each figure carries its audit chain and a human check.

TaxDome

Practice management

Built for
A single firm running its own clients: CRM, pipelines, client portal, e-signature, billing and time.
Pricing model
Per user, billed annually up front. Reviews cite $800 to $1,200 per user per year by plan.
Tax software
Print-to-TaxDome and status sync with Drake, Lacerte and ProConnect. Data entry into the return stays with the preparer.
What the AI does
Renames, tags and OCR-indexes uploads for search. Reading form boxes into a return is outside its scope.

Soraban

AI intake, extraction and delivery for 1040 firms

Built for
A firm that wants collection and data entry automated around its existing tax software.
Pricing model
Per return: $25 Collect, $20 Deliver, $40 for both, with a 50-return minimum. Current pricing is quoted on a sales call.
Tax software
UltraTax, Lacerte, Drake and CCH Axcess. ProConnect is listed as coming soon.
What the AI does
Builds checklists from prior-year data, auto-sorts uploads, extracts and pushes data to the tax software, and drafts review-ready workpapers.

Juno

AI preparation: Preparer, Binder, Reviewer, Advisor

Built for
A firm that already holds the documents and wants the data entry and workpapers done.
Pricing model
Per return, about $45 sliding to the low $30s at volume. Seats scale with volume: two users per 100 returns.
Tax software
Drake, Lacerte, ProConnect, CCH Axcess, ProSeries and UltraTax.
What the AI does
Reads 90+ document types including K-1s; claims 95% of data entry automated. The binder links every figure to its source.

Head to head

Capacity by Capability

Grouped by the stage of the engagement. Taxora entries describe what is running today rather than what is planned.

OfferedPartly, as notedNot covered
CapabilityTaxoraTaxDomeSorabanJuno
Intake and chase
Client intake without a login
Magic link. Passwordless, firm-branded, works on a phone, nothing to install. The link address is set once in Taxora's settings.
Client accounts with two-factor sign-in; iOS and Android apps.
Password-free links; any browser, no app.
Intake is left to the firm, which uploads what it has.
Organizer built from the prior-year return
Delta organizer. Pre-filled from the prior year; returning clients answer what changed, and each yes adds to the document list.
Organizer templates with conditional questions, rather than one built from the prior return.
Checklists from prior-year data; returning clients see what changed.
Expected-documents checklist that ticks itself
Seeded from the prior-year return with the payer named. A document claims its row by the payer on it rather than by upload order. Wrong-year and duplicate flags in client language.
Manual request lists and reminders.
Checklist ticks as documents land; wrong-year checks.
Automated chase
Notification matrix per event and channel, a missing-items link per client, an open-items register shared with the firm.
Automated reminders and pipeline triggers.
SMS, email and voicemail reminders.
Documents
Document vault
S3 in front, SharePoint as the backup. Versions, folder-level permissions, uploads up to 500 MB.
Unlimited storage, folder templates, basic versioning.
Organized uploads; exports to SharePoint, SmartVault or Dropbox.
The binder holds a return's documents.
Combined files read as their documents
A packet is read document by document, each classified, matched and named to the SOP. A re-read relinks what it already knows rather than creating it again. Copies of one form stay one document, and duplicates across files are held for a person.
Renames and tags uploads.
Auto-sort, name and match.
Reads 40-page combined uploads and phone photos.
Reading the forms
Field extraction from tax forms
Read and identified by AI (different forms: W-2, the 1099 family, SSA-1099, the 1098 family, W-2G, and schedules) plus ID documents and catch-all income and expense records. Per-payer capture, addresses, checkboxes. A long binder reads in resumable slices.
Organizes uploads; field extraction is outside its scope.
Vendor cites 99.9 to 100% accuracy across four seasons.
90+ document types; vendor claims 95% of data entry automated.
Human check with an audit chain
Each figure carries its page, its confidence and who confirmed it. Low confidence routes to a person, medium confirms itself, any field can be edited, and the reviewer sets the owner.
AI review flags discrepancies and missing items.
Reviewer compares source to return; every data point links to its source.
Two readers on every material figure
A second reader checks each amount, identifier and code. Agreement raises the figure's confidence; disagreement shows both values side by side for a person to settle. The firm's own corrections teach the reader where that issuer prints each value.
One pass, with flags for review.
One pass, with a reviewer over it.
Preparation
Fills the firm's tax software
Pushes the data into the software. ProConnect today, checked live, with identity and duplicate guards and each skip named in the run log; CCH Axcess, Drake and ProSeries next.
Print-to-TaxDome and status sync.
UltraTax, Lacerte, Drake, CCH Axcess. ProConnect coming soon.
Drake, Lacerte, ProConnect, CCH Axcess, ProSeries, UltraTax.
Workpapers and the tax workbook
Live workbook in the firm's own IW-1040 format. Eight sheets, typed cells, a source chip on each line, Excel export. An SOP-named binder.
Review-ready workpapers and worksheets.
Binder with flags and task assignment.
Prior-year vs current-year, line by line
Each 1040 line with its difference and its sources. Federal withholding read from the documents; tax estimated from the standard brackets.
Discrepancy flags; its pages do not describe a line-by-line comparison.
Reviewer compares documents to the return; Advisor projections.
Running the practice
The firm's own pipeline
The firm's own steps, statuses and automations over the return's stages, with the season's calendar: statutory deadlines, the extension in one click, and the returns forecast to miss their date.
Pipelines, templates and automations — the product's centre of gravity.
Status by stage of collection.
Open items and messages
Open-items register (one fact, two surfaces), threaded replies with files on each open item, @mentions reserved for the firm's SPOCs.
Secure messaging, tasks, internal chat.
Reviewers note the absence of live chat.
Flags and tasks inside the binder.
8879, filing and delivery
8879 tab on the checklist rails, provider-neutral, with the client's own signing page. One-link close and the e-file watcher are next.
Unlimited e-signatures with KBA, invoicing, delivery.
Deliver: e-sign, payments, vouchers.
Notices
A notices register with firm and client slices.
Modelled with pipelines.
Hours, budgets and season analytics
Hours per return, a budget sheet in the workbook, Season Command and analytics pages.
Time tracking and reporting.
Shape and control
One team, many firms
A curtained portal per firm. SPOC-only identities, a view-as switch for each audience, and permission gates that stay shut unless access is explicit.
Built around one firm per subscription; white-label portal.
Built around one firm per account; white-label.
Built around one firm per account.
Where the AI runs
On CLOUDIT's own hardware. The models that read the documents run on a machine in the office, behind CLOUDIT's own gateway, so documents are read without leaving the tenant. What each firm's people confirm is remembered for that firm alone.
Vendor cloud.
Vendor cloud; SOC 2 Type II.
Vendor cloud.
Data control
Documents in CLOUDIT's own S3 and SharePoint, a dedicated AI key for tax, and client data kept out of model training.
Vendor cloud on AWS.
Vendor cloud; SOC 2 Type II.
Vendor cloud.
Cost shape
Included with the existing CLOUDIT platform price; no separate licence.
$800 to $1,200 per user per year, annual up front.
$25 to $40 per return, 50-return minimum.
About $45 per return, sliding to the low $30s.

Proof

Where Taxora stands apart

Each point describes something running today.

The whole loop, one product, one login

From the client's magic link to the data pushed into the tax software to the workbook, each step lives in the platform CLOUDIT already runs. Included with the existing CLOUDIT price, with no per-return fee and no per-seat licence, and no hand-off between vendor portals.

The reading runs on CLOUDIT's own hardware

The models that read the documents run on a machine in the office, behind CLOUDIT's own gateway. A client's forms are read without leaving the tenant, and what the firm's people confirm is remembered for that firm alone. The three vendors read in their own clouds.

Made for one team across many firms

Each firm sees a curtained portal: its own SPOCs, its own clients, the status language it forwards. The view-as switch shows what a firm or a client will see, and the gates stay shut unless access is explicit. The other products on this page are built around one firm per account.

Pushes the data into the software, ProConnect first

Soraban lists ProConnect as coming soon, and TaxDome leaves the return itself to the preparer. Taxora pushes the data into the software — ProConnect today, checked live with several documents, with identity and duplicate guards and each skip named in the log. CCH Axcess, Drake and ProSeries follow on the same rails.

Each number carries its audit chain

Each extracted figure shows its source page, its confidence and who confirmed it. Low confidence goes to a person; medium confirms itself; any field can be corrected at any time. A reviewer can move a document to the spouse or a dependent from the same page.

Two readers, and a scoreboard

Every material figure is read twice and the two answers compared; where they differ, a person decides. How often the reading is right is measured every night against a fixed set of real forms, so accuracy is a number the team watches rather than a claim.

Real-world documents, not clean samples

One combined upload is read document by document. Husband and wife's same-form documents stay separate. An IRS transcript stays one package, and each form it lists becomes an item to ask for. A long binder reads in resumable slices, so a large file keeps moving.

Built with the tax team, in the open

Each capability traces to a request from the team or a live return, and each behaviour carries a regression test that runs before a release.

Cost

What one return costs

Public prices, and what each works out to for one return. The three vendors sell three different units; Taxora comes with the existing CLOUDIT price.

ProductUnitPublic pricePer return, estimated1,000-return season, illustrativeCovers
TaxoraExisting priceIncluded with the existing CLOUDIT platform price; no separate licence.Included — no per-return costIncluded in the existing priceThe whole loop
TaxDomePer user, annual$800 – $1,200 per user per year≈ $10 – $12 at 100 returns a seat; ≈ $3 – $4 at 300≈ $10,000 – $12,000 for a 10-person teamPractice management; reading and filling sit elsewhere
SorabanPer return$25 Collect · $20 Deliver · $40 both; 50-return minimum$40 both modules; $25 or $20 for one≈ $40,000Intake to delivery, for 1040s
JunoPer return≈ $45, sliding to the low $30s at volume≈ $45 about $27 – $32 at volume≈ $30,000 – $45,000Reading, binder, software entry

Per-return figures are what the licence costs for one 1040, on top of the firm's own tax software, which none of the three includes. TaxDome is not sold per return: its figure is the annual seat divided by the returns a seat handles in a season, so it moves with that number — the column shows the brief's own 10-person, 1,000-return illustration. Soraban's 50-return minimum makes small volumes dearer than the rate suggests: 30 returns is about $67 each. Soraban no longer publishes pricing; the figures above are the last published ones.

Read together: a firm that wants intake, reading, software entry and practice management from these three would be paying for all three. A 1,000-return season on the two AI vendors alone comes to roughly $30,000 to $45,000 before any practice-management seat. Taxora carries each stage within the existing CLOUDIT price, and the reading runs on hardware CLOUDIT already owns.

Roadmap

What lands next

The plan is sequenced so each phase pays for itself in the season.