New Portal for Tax Clients

In our efforts to make tax season as efficient and secure as possible for everyone involved, BRSW will be using a new portal and information gathering system called Soraban. It will function a lot like our previous client portal, while adding the ability to complete your organizer, sign engagement letters and tax returns, and send messages.

We will be sending you a direct link to access your online organizer early in January once we have it finalized for the 2026 tax season. This will allow you to securely provide information and documents required for your tax filing. If we do not have your email address on file, we will be reaching out soon to request it. You can access your portal to fill out your organizer either through the link provided by our email or by clicking the link on our website’s homepage. Below are some links to videos provided by Soraban that can help you get familiar with the portal and the overall process.

First Time Logging In

Navigating Your Questionnaire

Navigating Your Portal

Managing Your Tax Return

Scroll to Top