One place to interact with teams and clients
Collaborate online with clients and share files in your custom workspaces for each client or entity
The HubSync Portal provides a modern, easy-to-use place for you to easily and without hassle, collaborate with your clients. We also automate the break up of the return into distinct pieces
Estimated Payments, and
We then deliver a custom, broken up document delivered to the portal. Want internal delivery instead? No problem - what used to take 20 minutes per document now takes your team just seconds.
Removing unwanted pages from documents
Reorganizing the document to your firm's specs
Splitting the document to your firm's specs.
Drag and drop feature to kick off the process
Automatically process the document and then delivered to the client.
Integrate with your existing tax preparation software
Securely share your files
Break up the document any way you choose
Alert clients to any & all activity
Clients then easily download their document from the HubSync secure portal