Welcome to Soraban Admin Assistant! I can help you manage clients, track questionnaires, stay on top of deadlines, and answer IRS-related questions for your firm.
Try asking me questions like:
Show me all incomplete questionnaires with entity names
Export all incomplete questionnaires to a spreadsheet
What are the open items for Comprehensive Tax Filing for [entity name] in 2024?
Which clients answered that they received a PPP loan in 2024?