Simplify and automate the tax preparation and consulting process from start to finish.
Quickly select thousands of documents that will be emailed directly to your clients. This digitized process will:
In addition, HubSync uses e-Sign integration to digitally and safely deliver the documents through our eSignature process. Further, with HubSync, you can download and store all completed PDF documentation in the firm’s own document management system.
Even setup is easy. Using our Shared Data Service module, client information gets automatically populated into HubSync.
All you need to do is e-Sign from the secure link. The client (and other signors if applicable) receives an email with a clickable link to be able to read, review and sign the document.
It’s that easy! And your clients are going to love the simple, modern way to get these letters signed without the hassle of downloads, printing and scanning back to email!
Register now to grab a your spot!