Data Collection

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.

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Individual Tax Organizer

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

PBC Request Lists

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

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Seamless collaboration

In-app messaging and centralized communication

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

New Mobile App

Using your own branded app, enhance your client's experience with easy document sharing, messaging, real-time notifications, and even document classification!

SOC2 compliant utilizing bank-level encryption and advanced security measures keeps your data safe

Travel Calendar

HubSync's Travel Calendar is your one-stop shop for tracking all your travel activity

No more manual data entry

Ensures you (the firm and/or your clients) have a complete record of your travel days

Effortless client data collection and effortless travel tracking


We make it so easy

All data can be easily integrated into standardized Workpapers

All documents are stored, automatically, into HubSync for easy retrieval

Find out how we can enhance your client experience
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