Stop Tax Season Panic: Automate E-filing & Workflow NOW!

March 18, 2024

by Tiffany Roussel - Director, Product Evangelist - HubSync

Every year, as tax filing season ramps up, CPA firms across the country face a common challenge: ensuring that all extensions and returns are filed electronically and that their workflow management system is updated accordingly. This seemingly simple task, however, is often fraught with errors and inefficiencies.

In the past, I've experienced this firsthand. Years ago, on a particularly chaotic deadline day, two of our firm's software vendors experienced major outages. In the scramble to ensure all returns were filed and our workflow tool was updated, I unknowingly updated the status of a workflow task for the wrong client. This resulted in a missed filing and thousands of dollars in penalties for the taxpayer.

Unfortunately, this scenario is all too common for firms that rely on manual processes for e-filing and workflow tracking. The risk of human error is simply too high. To mitigate this risk, many firms implement a cumbersome cross-checking procedure before each deadline. This often involves exporting reports from the electronic filing tool and workflow system and manually comparing them to ensure that all statuses are aligned. This process is not only time-consuming but also error-prone, especially on busy deadlines when reports can quickly become outdated.

HubSync: Automating E-filing and Workflow Tracking for Peace of Mind

HubSync's Electronic Filing and Workflow tracking modules eliminate the need for this error-prone manual process. With HubSync, you can see the status of your returns in real time, by office, partner, or any other criteria you choose. This allows you to identify and resolve any discrepancies well before deadlines hit.

HubSync can also automate the task of electronically filing extensions and returns, as well as update the workflow status from within the platform. This frees up your staff to focus on more important tasks, such as providing high-value client service.

The Benefits of Automating E-filing and Workflow Tracking

Automating e-filing and workflow tracking with HubSync offers a number of benefits, including:

  • Eliminated risk: HubSync reduces the risk of human error associated with manual processes.
  • Significant time savings: HubSync can save your firm a significant amount of time by automating repetitive tasks.
  • Freed-up staff: With HubSync, your staff can spend less time on administrative tasks and more time on providing value to your clients.

By automating these tasks, HubSync can help you streamline your tax filing process, improve accuracy, and free up your staff to focus on what matters most: your clients.

Is your firm ready to ditch the manual drudgery of e-filing and workflow tracking? Contact HubSync today to learn more about our automated solutions.

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