The first fully digital, end to end productivity platform for CPAs.

The Hub Dashboard

Dynamically brings all your work to your fingertips in one fully customized view.

  • One place for everything you need
  • Quick links to your applications
  • Status of Engagements
  • Client Interaction & Notifications
  • Fully customizable for your firm’s needs

Engagement Letter

HubSync makes signing Engagement letters a frictionless experience for your clients.

  • Gain eSignatures on documents in minutes
  • Executed copies returned and stored in HubSync for easy access in seconds
  • Drives dramatic time and cost savings

Client Master Data

HubSync is an Industry Integration Powerhouse

  • Provide your firm with a “Single Source of Truth” for Client Management
  • Synchronize your data across the range of tax platforms, ERP and CRM
  • Eliminate redundant and error prone data entry

Tax Organizer

Digital Tax Organizer that gathers data from individuals through an intuitive, guided process.

  • Designed with and by leading CPA firms.
  • Customizable questionnaire to tailor the Organizer to your firm’s needs.
  • No more inflexible paper organizers or fillable PDFs.
  • Imports prior year tax data directly from the tax preparation software.
  • Documents are seamlessly uploaded into HubSync allowing professionals to easily track progress.

Tax Return Workpaper

It can’t get any simpler – HubSync standardizes workpapers on one platform.

  • Automated and scanned data input reducing error prone data entry
  • One-touch, bi-directional calculation integration with major platforms
  • 1040 and 1120 – Available Now!  1065, 1120S, 1041, SALT & International – In development 

Tax Return Tracking

  • Learn the exact status of tax return workflows and drill down on-demand
  • Integrate HubSync directly into your firm’s workflow to report and track data
  • Pull workflow status into a simple database to sort, filter, group and report

Taxpayer eSign

Track tax returns and eFile status in real time.

  • 8879’s are sent automatically for eSignature
  • Client signatures returned and stored in seconds
  • Cancel signature requests in one click

eFile Automation

Track all your electronic filings in one single place.

  • HubSync pulls information directly from major tax return prep software
  • Personalize your views and find your client information instantly
  • Coming soon – transmit and release returns directly in HubSync!

Tax Return Delivery

HubSync can automatically process the client deliverable and seamlessly provide it electronically to the client.

Specifically, HubSync can break down the returns by:

  • Federal, State and Local Tax Returns
  • Estimated Tax Vouchers
  • eFile Authorization forms

Planning & Analytics

If you can think it, HubSync can visualize it.

  • Analyze your firm’s operations in real-time
  • Track ALL WIP down to an individual return in 3 Clicks
  • Reduce reporting cycles from weeks to on-demand

Engagement Letter

Engagement Letter

HubSync makes signing Engagement letters a frictionless experience for your clients.

  • Gain eSignatures on documents in minutes
  • Executed copies returned and stored in HubSync for easy access in seconds
  • Drives dramatic time and cost savings

Client Master Data

Client Master Data

HubSync is an Industry Integration Powerhouse

  • Provide your firm with a “Single Source of Truth” for client management
  • Synchronize your data across the range of tax platforms, ERP and CRM
  • Eliminate redundant and error prone data entry

Tax Return Workpaper

Tax Return Workpaper

It can’t get any Simpler – HubSync standardizes workpapers on one platform.

  • Automated and scanned data input reducing error prone data entry
  • One-touch, bi-directional calculation integration with major platforms
  • Collaborative notes
  • Eliminates redundant and error prone data entry
  • Dramatically reduced training costs
  • 1040 – Available Now! … 1120, 1120S, 1065, SALT – Coming Soon

Tax Return

Tax Return

  • Learn the exact status of tax return workflows and drill down on-demand
  • Integrate HubSync directly into your firm’s workflow to report and track data
  • Pull workflow status into a simple database to sort, filter, group and report

Taxpayer eSign

Taxpayer eSign

Track tax returns and eFile status in real time.

  • 8879’s are sent automatically for eSignature
  • Client signatures are returned and stored in seconds
  • Cancel signature requests in one click

eFile Automation

eFile Automation

Track all your electronic filings in one single place.

  • HubSync pulls information directly form major tax return prep software
  • Personalize your views and find your client information instantly
  • Coming soon – transmit and release returns directly in HubSync!

Client Deliverable

Client Deliverable

Delight clients with a consumer friendly, easily accessible hub for engaging with your firm throughout the entire tax process.

  • Onboard clients consistently with high quality interaction
  • Collaborate with ease with simple transfer and storage of needed information
  • Bring the power of your firm and valuable advice to your clients’ fingertips daily

Planning & Analytics

Planning & Analytics

If you can think it, HubSync can visualize it.

  • Analyze your firm’s operations in real-time
  • Track ALL WIP down to an individual return in 3 Clicks
  • Reduce reporting cycles from weeks to on-demand

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