Gather client data
Data Collection
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.
Individual Tax Organizer
The HubSync Tax Organizer transforms the way firms and clients collaborate during tax season. With automated steps, intelligent rules, and a modern client experience, firms collect data faster while clients enjoy a clean, guided workflow, start to finish.
- The Tax Organizer automatically displays the right steps at the right time, based on the configuration of each workspace. Every 1040 Organizer includes core steps such as Tax Year Updates, Upload Documents, Organizer Questions, Review Return, and E-Sign
- 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
- Smooth, digital client experience for clients to upload tax documents directly – via desktop or your own branded mobile app
- All documents collected are stored automatically for easy retrieval
PBC Request Lists
- Configure a variety of requests list templates across service lines and deliver to your clients in bulk
- Collect and gathers 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 reminders
- Assign internal, external or third parties to collaborate on requests
- In line commenting on specific request items
EASY FUNCTIONALITY
Seamless collaboration
- 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
PRODUCTIVITY
We make it so easy
- All data can be easily integrated into standardized Workpapers
- The HubSync Tax Organizer is built to modernize the entire tax engagement journey — from information collection to final signature
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:
