The HubSync Advantage

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:
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! 
Play Explainer Video

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