ENGAGE & GATHER > TAX ORGANIZER AND PBC

A Smarter, Connected Way to
Collect & Review Tax Information

Tax Organizer guides clients through 1040 & 1041 steps—from engagement letters, questionnaires document uploads to a modern electronic organizer—while Entities/PBC centralizes entity management with templated request lists, grids, document collection and audit-ready tools, together ensuring real-time visibility and efficiency.

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Features

Tax Organizer guides clients through 1040 and 1041 steps—from engagement letters and uploads to e-signatures and payments—while PBC centralizes entity management with templated lists, grids, and audit-ready tools, together ensuring real-time visibility and efficiency.

TAX ORGANIZER

Auto-Generated Lists

Auto generate document request lists by integrating with tax preparation software and last year's documents. Auto-check uploaded documents to track and manage progress more efficiently than ever. 
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Saves Setup Time Automatically

One-click integration with tax software pulls prior-year return data to instantly create document lists, eliminating manual recreation for every client

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Reduces Errors

Automatic generation ensures accurate, consistent lists based on verified prior data, avoiding mistakes from manual entry or oversight

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Scales Effortlessly

Handles 1 or 1,000 clients at once without extra effort, enabling firms to process high volumes efficiently during peak tax season

TAX ORGANIZER

Guided Questionnaires

Turn complex tax questions into a simple, intuitive experience. Clients answer guided prompts designed to gather exactly what you need—no confusion, no guesswork.
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Tailors Client Experience

The questionnaire dynamically adjusts questions based on client responses and prior-year data, showing only relevant items to avoid overwhelming users with unnecessary fields

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Tracks Real-Time Progress

A visual progress indicator updates as questions are answered, giving clients clear feedback on completion status and motivating them to finish efficiently

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Ensures Complete Data

Guided prompts lead clients through required information step-by-step, reducing incomplete submissions and ensuring firms receive all necessary details upfront

TAX ORGANIZER

Seamless Uploads

Make document gathering the easiest part of tax season. Clients can upload files securely from any device—no emails, no missing forms, no frustration.
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Drag-and-Drop Simplicity

Clients upload documents directly into the interface via intuitive drag-and-drop or file selection, eliminating complex navigation or multiple steps

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Automatic Organization

Uploaded files are instantly stored in centralized, pre-structured folders under the File Cabinet tab, ensuring easy retrieval without manual sorting or searching

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Device-Agnostic Access

Supports uploads from desktop or mobile, providing a smooth experience regardless of client device for faster compliance

PROVIDED BY CLIENT

Template Flexibility

Configurable request list templates allow customization across service lines to clients, ensuring standardized yet adaptable PBC processes.​
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Template-ready for every firm

Start from proven tax and accounting templates, then tailor every field, section, and workflow to match your firm’s services, and review process without touching the underlying framework

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Centralized control, local flexibility

Maintain a single library of approved templates while allowing engagement teams to customize request lists within the guardrails you define

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Scale from one-off to thousands

Standardize how PBC documents are created and sent, whether you're handling a single engagement or thousands at once. Build, route and e-Sign with centralized controls that protect compliance, enforce tempages and keep messaging on brand. 

PROVIDED BY CLIENT

Due Date Tracking

Built-in reminders and progress monitoring keep all requests on schedule, preventing delays and improving overall engagement timelines.
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Prevents Delays

Automatic reminders notify clients and team members before deadlines, ensuring timely submissions and keeping tax engagements on schedule

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Improves Visibility

Real-time status updates in the grid show overdue or upcoming items at a glance, allowing firms to prioritize and intervene early

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Boosts Compliance

Structured tracking reduces missed deadlines across multiple clients, minimizing compliance risks and enhancing audit readiness

PROVIDED BY CLIENT

Inline Collaboration

Drag-and-drop documents, multi-party assignments, and in-line commenting enable seamless teamwork on specific items directly in the grid
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Streamlines Communication

In-line commenting on specific request items allows teams and clients to discuss details directly within the grid, eliminating scattered emails and reducing response times

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Enables Quick Assignments

Multi-party assignments let firms tag internal staff, clients, or third parties to individual items, ensuring clear ownership and faster resolution

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Centralizes Feedback

Instantly stored in centralized, pre-structured folders under the Files tab, ensuring easy retrieval without manual sorting or searching

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Discover how HubSync's Tax Organizer & PBC streamline data collection and client collaboration—launch your free trial now to experience auto-generated lists, guided questionnaires, and real-time tracking in action.

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EXPLORE INSIGHTS

Unlock Expert Resources

 Dive into our resources to uncover practical strategies, emerging trends, and proven approaches designed to help your firm streamline workflows and enhance the client experience.  
 

FREQUENTLY ASKED QUESTIONS

You've Got Questions, We've Got Answers

Find quick answers on HubSync's Tax Organizer & PBC—from launching workspaces and templates to client questionnaires, and features like auto-lists and due date tracking.

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Master Tax Workflows Effortlessly

Unlock HubSync's Tax Organizer & PBC for effortless data collection, guided client workflows, and real-time collaboration—contact us now to schedule a demo.

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