PREPARE & REVIEW > TAX WORKPAPERS

Tax Workpapers that Work as Hard as You Do.

Our Tax Return Web Workpapers provide a comprehensive platform that consolidates the essential components for preparing a complete tax return - with intelligent automation that saves you hours on every engagement.

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Features

HubSync Web Workpapers centralize tax documents and automate review workflows for CPA firms, turning chaotic prep into streamlined precision. Eliminate scattered files, manual checklists, and compliance gaps with real-time tracking that delivers audit-ready returns faster.

STOP THE MANUAL DATA ENTRY GRIND

Our Intelligent Import System Transforms How You Handle Client Data

Our intelligent import system automatically ingests financial data and maps key fields so your team doesn’t waste hours rekeying data. It delivers clean, review-ready information in minutes, freeing you to focus on higher-value client work.
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Smart Form Mapping

Automatic support for Forms 1120 and 1065 with intelligent field mapping that learn your preferences

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Seamless Chart of Accounts

Automatically import and reconcile your client’s chart of accounts with trial balance data

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Consolidates Group Support

Handle complex multi-entity structures with consolidated groups and multiple charts of accounts in a single workpaper

LET AI HANDLE TEDIOUS WORK

Focus on Advisory

Leverage intelligent automation to map multiple charts of accounts, identify tax sensitive accounts and perform analytics.
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Intelligent Tax Line Mapping

Our AI reduces mapping errors by learning from your corrections and suggesting accurate classifications

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Continuous Learning

The system learns as corrections are made, becoming more accurate with each use

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Confidence Percentages 

See exactly how confident the system is about each account mapping so you know where to focus your review

WORKPAPERS

Flexible Adjustments Your Way 

Out-of-the box adjustments as well as the ability to create user defined adjustments.
Workpapers_tabbed_3 HubSync Tax Workpapers Book to Tax Reconciliation
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Unified Platform

Manage book, reclasses, and tax entries all in one intuitive interface

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Flexible Custom Adjustments

Custom tax adjustment calculations that fit your firm's and specific client methodologies  

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Complete Audit Trail

Documentation of every edit with detailed tracking and compliance-ready reports

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READY TO AUTOMATE TAX WORKPAPERS?

Request Your Workpaper
Demo Today

See how HubSync Web Workpapers delivers AI-powered automation, complete book-to-tax control, and streamlined reviews that cut prep time for CPA firms—schedule a personalized demo now to transform your tax workflow.

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EXPLORE INSIGHTS

Unlock Expert Resources

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

WHITE PAPER

How We Safeguard Your Tax Return from Preparation to Delivery

Gain full transparency into our tax return delivery process. This white paper outlines our technology infrastructure, data protection practices, and client verification procedures—so you can understand exactly how your information is secured at every step.

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VIDEO

Clients Upload, You Prep

Clients upload docs securely via branded portal. Auto-classify, spot discrepancies, and integrate to workpapers instantly. No manual entry – just seamless tax prep from anywhere. 

 

 

FREQUENTLY ASKED QUESTIONS

You've Got Questions, We've Got Answers

Completing a tax return can be tricky, but our Workpapers are here to make the prep work easier. Learn more about how our solution can help you get back your time.

TRANSFORM YOUR TAX WORKFLOW

Get those Workflows Automated

Discover how our HubSync Workpaper tool can automate workflows, ensure compliance, and save CPA firms hours—schedule your demo today to see the difference in action.

Schedule a Demo