HubSync mobile

Smooth, digital experience for clients to upload tax documents directly – on your own branded mobile app

With the HubSync app, your clients can send you everything simply by using their mobile device. No scanning, downloading, uploading or paper copies sent in by snail mail.

HUBSYNC TAX ORGANIZER

Mobile app

Every firm gets their own branded app! The HubSync mobile app keeps your clients connected and allows them to do more from their mobile device or tablet.

Seamless sign in

Quickly add documents

Search filter

Progress updates

Real-time chat with your CPA firm

Assign internal, external or third parties to collaborate on requests

In line commenting on specific request items

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DOCUMENT UPLOAD

Scan and upload documents using your phone’s camera

Easily add any type of document. The mobile app gives you the ability to take single or multiple pictures and upload them as a PDF to the HubSync file system.

DOCUMENT MANAGEMENT

Easily drop documentation into this year’s folder

In both the Home and Files screen, you will find a + button where you can create a new folder, upload documents, and use your phone’s camera to add even more documents, pictures and more.

PROGRESS TRACKING

Easily track your progress

The home screen acts as a dashboard, providing a list of all of your documents and a real-time progress bar so you know just what else is needed.

MULTIPLE WORKSPACES

Search and access multiple workspaces

Once logged in, you can see which workspaces you have access to, and by selecting any of them, you will have access to the home screen.

FILE MANAGEMENT

Fast access to files, and sort by type

If you choose your Files module, you will have access to a more complete list of files with the ability to easily search by free text and the option to filter by file type.

Once you find the file you want, easily edit files as well as access more information about them.

SEARCH

Search functionality

Quickly find what you are looking for by using our search functionality (text or voice). Easily search by file name, or with a more advanced search and combine filters such as document type, PDF, Excel, or Image.

REAL-TIME SUPPORT

Real-time chat with your CPA firm

Use the HubSync mobile chat feature to message your CPA firm in real time to get questions answered quickly and efficiently.

Interested in learning more?

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