👋 Welcome to Soraban Admin Assist! I can help you manage clients, track questionnaires, stay on top of deadlines, and answer IRS-related questions for your firm.
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Try asking me questions like:
• Show me all incomplete questionnaires with entity names
• What did [entity name] put for marital status in questionnaire in 2024?
• What are the open items for Comprehensive Tax Filing for [entity name] in 2024?
• Kindly call the client at +1<phone number>?
• Can you look at IRS Tax Relief, cross-reference the 2025 disaster relief areas?