eFile easy street for your employees and clients.
Track tax returns and eFile status in real time, in one place.
HubSync pulls data directly from tax return preparation software’s electronic filing modules to track all electronic filings in one central location.
With personalized views, firm users can easily see the status of returns and extensions by year, type, preparer, jurisdiction, and status.
With HubSync’s eFile Dashboard, users have the ability to visualize the electronic filing data in real-time in a variety of ways.
HubSync offer’s the ability to filter or drill down in any visual to a more detailed view within the same dataset. In addition, all visuals provide one-click access to the underlying data!
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HubSync allows for bi-directional integration to the third-party tax preparation electronic filing modules. Firms can automate the filing of returns and extensions directly from HubSync. The moment the 8879 is signed, the return can be submitted to the IRS and/or states automatically!
Each year, CPA firms prepare 1,000s of extensions and are often bottlenecked close to the deadlines, requiring a shift in resources away from tax return preparation. Preparing extensions within compliance software takes time to individually open, prepare, and submit.
But now, with HubSync’s Batch Extension feature, firms can prepare extensions in batch well ahead of the deadlines to alleviate time and constraints close to the deadline, saving countless hours and money.
Firms using the HubSync suite have even more benefits to automate the process with visibility into workflow statuses and delivering the extension filing instructions and payment vouchers directly to the taxpayers via their client workspace.
Each year, CPA firms prepare 1,000s of extensions and are often bottlenecked close to the deadlines, requiring a shift in resources away from tax return preparation.
Preparing extensions within compliance software takes time to individually OPEN, PREPARE, and SUBMIT (translate: waste a lot of time).
Our Batch Extension module allows firms to:
Prepare extensions in batch ahead of the deadlines
Alleviate time and constraints close to the deadlines
Automate the process with visibility into workflow statuses
Deliver the extension filing instructions and payment vouchers directly to the taxpayers via their client workspace
Save countless hours and money
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Significant reduction in time spent tracking electronic filing statuses
More users have visibility without needing access to the EFS product
Provides efficiency and cost savings with automating eFile releases upon 8879 receipt
No more outdated exports!
Ability to cross reference the eFile status with the workflow status (with HubSync’s workflow tracking module) to eliminate time spent around deadlines ensuring all client returns/ extensions and jurisdictions are correctly filed
