"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.
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Our Planning & Analytics capabilities are available for all our offerings and provide an additional layer of ease and quick access to insights never before available.
Relevant analytics at your fingertips
Easy-to-use
Permissioning down to a granular level
Connect to as many platforms with API sources
Customized to suit reporting needs
View and export underlying data
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
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Our most innovative firms utilize these analytics in their proactive partnerships with their clients. Firms can monitor, by office, partners, or status:
Tax returns
eSignatures
Uploaded and released tax returns to authorities
Electronic documents and engagement letters
By internal and external users
Tax Organizers delivered to clients and progress updates
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.
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