Tax Return Delivery That Finally Makes Sense

HubSync’s Tax Return Delivery module simplifies every step of sending completed tax returns to clients — from assembling documents to collecting signatures and distributing K-1s. Built for tax teams who want accuracy, compliance, and speed

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Return Delivery Built for Modern Firms 

Stop stitching PDFs together manually. HubSync organizes each return using firm-defined rules so your packages are complete and client-ready.

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Perfect Packages, Zero Effort

Automate PDF assembly and focus on what matters most —HubSync organizes returns using your firm-defined rules for complete, consistent packages across 1040s, 1120s, and more, with easy preview before delivery
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TAX RETURN DELIVERY

Tailored Breakup Rules

Applies entity-specific rules to organize returns perfectly for each client type—ensuring complete, compliant packages without manual adjustments

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TAX RETURN DELIVERY

All Major Returns Covered

Supports 1040, 1041, 1120, 1120S, 1065, 990, 709—handle every return type with automated packaging that scales across your entire portfolio

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TAX RETURN DELIVERY

Preview & Consistent Delivery

Preview packages before sending and ensure every deliverable stays formatted consistently—catch issues early and deliver polished returns every time

DELIVERS ANYWHERE SEAMLESSLY

Flexible Delivery Options

Whether clients use HubSync or not, deliver returns directly into their workspace or externally while collecting secure e-signatures—no extra steps required. Handle multiple returns in one organized view, giving taxpayers everything they need to review and sign in a single, clear interface
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TAX RETURN DELIVERY

HubSync or External—Your Choice

Send returns straight into client workspaces or outside HubSync while capturing secure e-signatures seamlessly

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TAX RETURN DELIVERY

Unified Review Experience

Bundle several returns into a single client view for easy review and signing—no scattered emails or logins

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TAX RETURN DELIVERY

True Flexibility for All Clients

Whether clients are on HubSync or not, delivery flows effortlessly with built-in e-signature collection every time

COMPLIANCE WITHOUT COMPROMISE

e-Sign + KBA Built In

Collect IRS-compliant signatures securely with integrated Knowledge-Based Authentication for required taxpayers, automated status tracking, and dedicated flows for paper-filed returns
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TAX RETURN DELIVERY

IRS-Compliant eSignatures

Integrated eSignatures capture approvals securely and automatically, with full audit trails for every return—no manual logging needed

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TAX RETURN DELIVERY

KBA Identity Verification

Knowledge-Based Authentication verifies required taxpayers instantly, meeting IRS standards without slowing down your workflow

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TAX RETURN DELIVERY

Paper-Filed & MFA Flows

Dedicated tracking for paper returns plus passcode/MFA support ensures compliance across all filing types and secure access

K-1S ON AUTOPILOT

K-1s on Autopilot

No more manual partner emails—HubSync auto-extracts K-1s, adds shareholder addresses in one step, and sends secure links with IRS-compliant consent and tracking
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TAX RETURN DELIVERY

Auto-Extract K-1s Instantly

HubSync automatically identifies and separates K-1s from return bundles, eliminating manual searches and prep

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TAX RETURN DELIVERY

One-Step Shareholder Delivery

Add email addresses directly in the flow to trigger secure, personalized K-1 sends with IRS-compliant consent

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Track Downloads Compliantly

Every K-1 includes download tracking and audit-ready logs—save hours on partner distribution without compliance risks

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STREAMLINE RETURN DELIVERY

See Tax Return Delivery in Action

Automate packaging, e-sign, K-1 distribution, and compliant delivery for all major returns—schedule your demo to eliminate manual chaos and scale effortlessly.

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Supporting Resources for Tax
Return Delivery

We provide comprehensive resources to ensure the secure and efficient delivery of your completed tax return. This section includes step-by-step portal access instructions, e-signature guidance, delivery timelines, and troubleshooting support.

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Find documents with ease

Discover how HubSync's DMS centralizes files, unleashes AI-powered search, and syncs effortlessly with client portals to supercharge your CPA workflow. Download now for instant insights on slashing document chaos and boosting productivity like top firms.

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FAQ: TAX RETURN DELIVERY

Answers to Common Questions

Get quick insights on supported returns, delivery flexibility, K-1 automation, and compliance features—everything you need to streamline your process.

AUTOMATE RETURNS TODAY

Effortless Delivery Awaits

HubSync automates tax return packaging, secure e-sign, and K-1 distribution so you deliver faster and stay compliant. Get started today with no commitment

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