DELIVER AND LAST MILE AUTOMATION > E-SIGN

Real-Time e-Sign Tracking

Never chase signature status again. HubSync provides automated, compliant e-Signing on electronic filing consent forms with personalized dashboards and easy integrations.

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Features

After delivering the tax return, centralize all e-filing consent forms in one location for clear visibility, tracking and reporting.

EASY E-SIGN INTEGRATION

Powerful Sync Capabilities

Our important integration identifies returns requiring 8879 signatures then auto generates signature workflows and ultimately syncs everything back into HubSync platform.

 
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Centralized Tracking

One unified location for tax returns, enabling quick reporting and status oversight.

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Significant Time Savings

Streamline workflows with simple integrations that eliminate manual data handling, saving firms time and money on client communications

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Instant Data Access

Provide fast access to information through seamless integrated data syncs, boosting efficiency across your e-sign process.

E-SIGN CAPABILITIES

Modern Tools for Efficiency

Unlock one-click actions, effortless reminders and automatic 8879 storage in client workspaces—delivering a superior experience without downloads, prints, or scans.
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One-Click Signature Actions

Instantly send, resend , remind, recall or cancel with a single click, eliminating delays and manual follow-ups for faster workflow resolution. 

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Knowledge Based Authentication

KBA configurations, requiring taxpayers to answer security questions, ensuring compliant signature sign off. 

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Auto-Storage in Workspaces

All completed 8879s can be automatically saved to client workspaces, or document management, with one-click previews for immediate access and organization.

REAL-TIME E-SIGN INSIGHTS

8879 Dashboards & Analytics

Track every signature letter live with personalized dashboards including filters, drill downs, and visualizations delivering complete visibility without manual status chasing
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Real-Time Visibility 

Monitor performance track KPI's and be pro-active to changes instead of waiting for stale reports

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Better Decision Making

Make trends and patterns easier to understand, helping leaders to make informed, data-driven decisions, rather than relying on assumptions

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Improved Efficiencies

Reduce time spent gathering information, minimize reporting errors, and keep teams aligned

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ELEVATE YOUR E-SIGN PROCESS

Request a Demo Today

Experience automated 8879 tracking, seamless tax prep integrations, one-click management, and real-time dashboards that eliminate manual signing hassles. Transform your workflow and boost client satisfaction—schedule now.

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 EXPLORE INSIGHTS 

Unlock Expert Resources

 Dive into our resources to uncover practical strategies, emerging trends, and proven approaches designed to help your firm streamline workflows and enhance the client experience.  
 

FREQUENTLY ASKED QUESTIONS

You've Got Questions, We've Got Answers

Discover how HubSync automates 8879 routing to clients and preparers, eliminating delays and enabling seamless transmission to IRS and states. Explore below for effortless electronic signatures that keep your filings on track

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Transform Your 8879 Process

Experience HubSync's automated 8879 tracking, seamless tax prep integrations, one-click cancels/resends, and real-time dashboards that eliminate printing and chasing. Book today for superior efficiency and client experience.​

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