Planning & Analytics

"If you can think it, we can create it"
- HubSync CEO, John McGowan

Transform the way your professionals work and the client experience you provide. Designed to integrate into your current technology, HubSync revolutionizes  business intelligence data and provides a platform that enables you to plan for your firm’s growth.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Unlimited Choices

Comprehensive widget library

Our list of available widget is only limited by your imagination. Here are the current favorites:

KPI Cards

Range Sliders

Period over Period

Heat Maps


What can I do with all this information?

Our most innovative firms utilize these analytics in their proactive partnerships with their clients. Firms can monitor, by office, partners, or status:

Tax returns


Uploaded and released tax returns to authorities

Electronic documents and engagement letters

Further, firms can monitor and review activity:

By internal and external users

Tax Organizers delivered to clients and progress updates


Powerful analytics and insights

HubSync combines secure data acquisition and collaboration, real-time reporting and analytics with the ability to drill down into data, and built-in visualizations to reveal valuable insights.

Find out how we can enhance your client experience
Click below to get in touch with us.