The Whole Suite
The full suite of HubSync solutions gets you all the tools you need to collaborate, integrate and communicate with your team & your clients.
The HubSync Advantage
Engagement Letter Wizard
HubSync allows you to send thousands of customizable Engagement Letters (or any standardized document) with just one click. Our functionality includes the ability to:
Data Collection / PBC
Gathering individual and entity data is so much easier and gets auto-populated into one place, the right place!
Our HubSync capabilities simplify a historically manual and burdensome necessity, freeing up time and allowing firms to focus on maximizing their expertise.
Workflow Tracking
e-Sign
HubSync allows firms to quickly and easily send important forms to clients for their authorized e-Signatures. Our capabilities include:
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e-File
HubSync reads data directly from tax return preparation electronic filing modules to track the status of all uploaded and submitted returns and extensions in one location. With personalized views, practitioners can easily see the status of each jurisdiction and form by status. And with HubSync's write back capabilities, automating the release of these forms saves significant time
Client Portal / Document Delivery
HubSync provides a space to collaborate electronically with clients. In HubSync, firms can:
Planning & Analytics
HubSync provides unlimited visualizations of business intelligence data. As we like to say, if you can think it, we can create it!
HubSync Gateway
HubSync Gateway levels the playing field for all firms.
Our all-in-one platform:
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HubSync’s Tax Return Workpaper provides a common platform essential to prepare and file a complete tax return.
