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
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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
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All documents collected are stored automatically 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 delivered to the portal. Want internal delivery instead? No problem - what used to take 20 minutes per document now takes your team just seconds.
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 delivered to the client.
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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
©Copyright 2024 | HubSync Co. | 1-703-940-8728
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:
