Workflow Tracking
Integrate your firm's data and improve your firm's workflow tracking process. The result? More time back to do the value-add work you want to do.
Why use HubSync workflow tracking?
HubSync Tracking offers real-time status updates on engagement workflows that go way beyond boring spreadsheets.
A centralized, dynamic view including:
- Real-time status of your engagements
- Bi-directional integration
- Personalized views such as grid, calendar or kanban
- Unlimited search capabilities
- Ability to sort and filter through all data
All while bringing this all together into one fully customized view.
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workflow Integration
A partnership to improve your daily production
HubSync partnered up with Thomson Reuters and IRIS to provide an elevated layer of tracking & analytics for their workflow tools (e.g., FirmFlow). In addition, HubSync provides integration capabilities with other workflow products in the industry to support CPA firms.
ADDED FUNCTIONALITY
Powerful insights and time savings
- Easily view KPI's and get detailed drill down reporting, on demand
- Get meaningful insights into the progress of your engagements
- Make bulk updates and push straight to workflow tools
Revolutionized client experience
- Transform your client-firm experience
- Streamline daily tasks and free up your time
- Centralized client access eliminating multiple portals, logins and systems
