Gather client data
Gathering individual and entity data is so much easier and gets auto-populated into one place, the right place! Our HubSync platform enables you to maximize your expertise.
Our Individual Tax Organizer and Prepared By Client (PBC) module is the most intuitive Organizer tool on the market today. Optimize the client experience when gathering data
Gathers individual taxpayer data
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
Taxpayers 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 easy retrieval
Smooth, digital client experience for clients to upload tax documents directly – via desktop or your own branded mobile app
Configure a variety of request list templates across service lines and deliver to your clients in bulk
Collect and gather information, amounts, and documents all in one place
Drag & Drop documents directly into the grid
All documents collected are stored automatically for easy retrieval
Due Date tracking with automatic reminders
Assign internal, external or third parties to collaborate on requests
In-line commenting on specific request items
Easy drag & drop to upload documents
Prior year data can be imported so no re-entry of older information
One-click integration with the tax software to generate list of documents from prior year
All data can be easily integrated into standardized Workpapers
All documents are stored, automatically, into HubSync for easy retrieval
