Data Collection

Gather client data
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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

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 automaticallyr easy retrieval

Smooth, digital client experience for clients to upload tax documents directly – via desktop or your own branded mobile app

Download PDF

PBC Request Lists

Configure a variety of requests list templates across service line 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

Machine Learning / Intelligent Document Processing Capabilities

We combine advanced Machine Learning algorithms with Natural Language processing techniques to automate the extraction, classification, and analysis of information from tax documents, improving efficiency and accuracy in our automation flows.

Got word, excel or even hand-written notes that need uploaded? Not a problem for us! We extract data from just about anywhere .. tax statements, receipts, invoices .. you get the picture!

Sick of hand punching data over & over again? We got you. Data goes straight to the proper fields including calculation tools!

Our tool is so smart (like, really smart), it properly classifies documents and even, get this, spots data discrepancies.