HubSync offers modules to automate the tax preparation process

Engagement Letter Automation

Automation for standard engagement letters. Directly from HubSync:

Send letters in bulk

Track the status of signatures

Automatically stores signed letters

One-click client search for access

Downloadable PDF on Demand

Client Success Story:

25% of letters were signed and stored in HubSync within 90 minutes of sending!
Client response overwhelmingly positive.
Over 90,000 letters sent in January 2023!

Learn More

Client Master Data

Shared Client data is the consistent and uniform set of identifiers and extended attributes that describes the core entities of the enterprise including customers, prospects, citizens, suppliers, sites, hierarchies, and chart of accounts.

Synchronize data for:

Clients

Entity

Jurisdiction

Service Area

Fiscal Year

Tax Organizer /
PBC Requests

The HubSync Tax Organizer / PBC gathers all individual and entity data from clients and auto populates into the right places!

One-click Integration with the tax software to automatically generate a list of documents from prior year return data. For 1 or 1,000's of individual tax clients at a time

Clients complete a tax questionnaire that guides the process and tailors the experience to what is needed from each individual client

Quickly view the data as it is collected from clients

All documents collected are stored automatically in HubSync for easy retrieval

Smooth, digital client experience for clients to upload tax documents directly – via desktop or your own branded mobile app

All data is then integrated into our suite of custom, standardized Workpapers - the only comprehensive product on the market today!

Tax Return Workpapers

Currently Deployed – 1040, 1120, 1065
Coming 2023 – 1041, 1120S, Int’l

A common platform to standardize the compliance process & training

Flexible design allows both small and large corporate returns to be prepared using the same workpapers

Taxable Income computations are integrated with trial balance mapping (1120 only)

Provides a 360-degree view of the return without opening the tax preparation software

Standard book/tax difference computations included

Elimination of redundant data entry with one touch, seamless integration with CCH Axcess, GoSystem Tax and OCR Scan products.

Tax Return Tracking

Use HubSync to track any tax returns or engagements.
Or, grab direct tax return status updates from various workflow products directly within HubSync in real-time

Update Thomson Reuters' FirmFlow in bulk by the thousands and save time with workflow updates and annual rollovers

Clients also use HubSync's spreadsheet-as-database functionality to track the exact status of tax return and other workflows along with detailed drill down reporting on demand, including checklists and due date reminders

Automated Form 8879 eSignature

8879s automatically sent to clients for e-Signature

Utilizes CCH eSign directly from CCH Axcess

The 1040 Hub

Ability to track the status
signatures in real time

Cancel signatures
with one-click

Automatically
stored

One-click, on-demand
preview

Downloadable
on-demand

Electronic Filing Tracking

HubSync is working to pull data directly from tax return preparation software to track all electronic filings in one central location. With personalized views, practitioners can easily set up a report to see their clients quickly.

Client Portal – Tax Return Delivery

HubSync provides a space to collaborate electronically with clients.

In HubSync:

Share files with client in a secure online method

Immediate notifications of all activity in a workspace

Messaging capability

Ability to automatically break up tax returns to process for client delivery

A simple drag and drop by the tax professional kicks of the process and the return is automatically processed and delivered to the client

Planning & Analytics

Initial Step for unlimited visualizations of business intelligence data.

"If you can think it, we can visualize it“

Dashboards can be customized to suit all reporting needs:

Geographic view by Office, Partner, Client

Multi-level drill-down

Combination of Charts & Graphs

The Whole Suite

Engagement Letter Automation

Client Master Data

Tax Organizer /
PBC Requests

Tax Return Workpapers

Tax Return Tracking

Automated Form 8879 eSignature

Electronic Filing Tracking

Client Portal – Tax Return Delivery

Planning & Analytics

Interested in learning more?

The Whole Suite

Engagement Letter Automation

Client Master Data

Tax Organizer / PBC Requests

Tax Return Workpapers

Tax Return Tracking

Automated Form 8879 eSignature

Electronic Filing Tracking

Client Portal – Tax Return Delivery

Planning & Analytics

Interested in learning more?

Tax Organizer /
PBC Requests