At Anthem, we’re continually looking for ways to make your experience with us easier, faster, and more transparent. This year, that means a significant upgrade to the systems we use behind the scenes to manage your engagements, documents, and billing.
We are implementing two modern platforms, Soraban and Karbon, designed specifically for accounting and tax firms. These tools let us spend less time on administrative work and more time on what matters most: helping you make smart decisions with timely, strategic tax and advisory guidance.
What’s Changing (And What’s Not)
First, what’s not changing:
- Your relationship with our team stays the same.
- Our commitment to accuracy, proactive tax planning, and practical business advice is unchanged.
- Your data remains secure and confidential; we are simply improving the systems that support our work with you.
What is getting a facelift is how we manage the workflow around your engagements: everything from proposals and engagement letters to information requests, document handling, and billing.
Soraban and Karbon work together to streamline that entire process, reduce manual data entry, and bring more structure and clarity to each step.
Clearer Engagement Letters And Proposals
You’ll start to see a more consistent format for proposals and engagement letters.
- – Engagements will clearly outline the services we’re providing, and can include; fees, timelines, and billing terms in one place.
- – You’ll be able to review and sign your engagement letter electronically, right from a secure link or portal.
- – Any updates or renewals to ongoing engagements will follow the same clear, digital process.
This means fewer PDFs to juggle, less confusion about scope and fees, and a more streamlined way to approve work.
Easier Information Requests And Document Handling
Gathering information is one of the most time‑consuming parts of tax and advisory work—for you and for us. Soraban helps us turn that into a more organized, guided experience.
Instead of scattered emails or generic paper organizers, you may see:
- – Structured, digital questionnaires tailored to your situation (for example, individual 1040s, business returns, or specific advisory projects).
- – Clear lists of required documents and the ability to upload them directly through a secure portal.
- – Fewer repeat requests, because we can better track what has already been provided.
The goal is to save you time and reduce the back‑and‑forth, while also helping us minimize bottlenecks and errors in data collection.
Smoother Billing And Payments
We’re also improving how invoices and payments are handled.
With our new systems:
- – Invoices are generated and tracked more consistently based on the engagement terms we’ve agreed on.
- – You’ll have clearer visibility into what you’re being billed for and when.
- – Online payment options will be simpler and faster, often accessible directly from the invoice or portal.
This allows us to keep billing predictable and transparent, and gives you fewer steps to complete payment.
How This Benefits You
While much of this upgrade happens behind the scenes, the benefits should be very noticeable:
- – Time savings: Fewer repetitive emails, more structured requests, and easier document upload.
- – Clarity: Engagement terms, billing schedules, and service scope are laid out more clearly and consistently.
- – Speed: With more automation around intake and data handling, we can move from information‑gathering to analysis and recommendations more quickly.
- – Focus on strategy: Less administrative friction means our team can spend more time on tax planning, business advisory, and proactive conversations with you.
Ultimately, this change is about giving you a better experience end‑to‑end, from your first engagement letter through delivery of work and payment.
What You Can Expect In The Coming Months
As we roll out Soraban and Karbon, you may notice:
- – Emails that look slightly different, with links to new portals or secure forms.
- – Digital engagement letters and proposals requiring e‑signature.
- – More organized information requests ahead of tax deadlines or advisory projects.
Our team will guide you through anything new, and we welcome your feedback. If a portal screen or email ever looks unfamiliar, please reach out. Your questions help us fine‑tune the process and make this upgrade work even better for you.
Our Commitment
Technology should make your life easier, not harder.
We’re committed to using Soraban and Karbon to remove friction from your experience with Anthem Strategists, so you can spend less time on paperwork and more time focusing on your business, family, and financial goals.
If you have questions about these changes, or if you’d like a brief walkthrough of the new engagement or portal process, please reach out to us at any time. We’re happy to help.
