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
Comprehensive KPI's
The sky is the limit on the number of insights that can be displayed in a variety of visualizations. HubSync can help track the following and more!
- Statuses by demographics and staffing assignments
- Year-over-Year Comparisons
- Turnaround Times
- Backlogs & User Activity
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
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.
Let’s see if we can help you this tax season:
