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The Whole Suite

The full suite of HubSync products gets you all the tools you need to collaborate, integrate and communicate with your team & your clients.
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Engagement
Letter Wizard
Planning &
Analytics
Client
Portal -
Document
Delivery
eFile
Automation
Taxpayer
eSign
Workflow
Tracking
Tax
Return
Workpaper
Tax
Organizer / Client PBC
Client Master
Data
The Hub
Gateway

The HubSync Advantage

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!
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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 (Audit + Tax)

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! 
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Tax Return Workpapers

Includes – 1040, 1120, 1065
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 tax filing software platforms and OCR Scan products.
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Workflow 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
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Automated Form 8879 eSignature

8879s automatically sent to clients for e-Signature
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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.
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Client Portal –  Document 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
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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
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Interested in learning more?

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