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.

Integration is our middle name

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.



Innovative functionality includes:

Relevant analytics at your fingertips
Easy-to-use
Permissioning down to a granular level
Connect to as many platforms with REST API sources
Customized to suit reporting needs
View and export underlying data

Our Planning & Analytics module leverages the capabilities of advanced Generative Pre-trained Transformers (GPT) to extract valuable insights from complex data sets, enabling businesses to make informed decisions, uncover hidden patterns, and gain the competitive edge you need to stand out in the crowd.

Instant display of Dashboard based on firm search criteria (e.g., show me how many tax returns are outstanding as of today)​​
Retrieval of data instantly for KPIs
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
PRODUCTIVITY

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
eSignatures
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
ANALYTICS

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.

Interested in learning more?

Click below to get in touch with us.

Book a Demo