Client Portal - Document Delivery
One place to interact with teams and clients.
Collaborate online with clients and share files in your custom workspaces for each client or entity.
Client portal and document break up
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
- Federal
- State
- Payment Vouchers
- 8879
- All documents collected are stored automatically for easy retrieval
- Smooth, digital client experience for clients to upload tax documents directly – via desktop or your own branded mobile app
We then deliver a custom, broken-up document to the portal. Want internal delivery instead? No problem - what used to take 20 minutes per document now takes your team just seconds.
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ease of use
Finally, an easy way to deliver the return
- 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 deliver to the client.
PRODUCTIVITY
It's as easy as 1,2,3 ....
- Step 1 - Integrate with your existing tax preparation software
- Step 2 - Securely share your files
- Step 3 - Break up the document any way you choose
- Step 4 - Alert clients to any & all activity
- Step 5 - Clients then easily download their document from the HubSync secure portal
It's "Onboard & Gather" Time Again!
Let’s see if we can help you this tax season:
Let’s see if we can help you this tax season:
