Solutions
Solutions
Engagement Letter Wizard
Create, route, deliver, track 1000’s of letters/documents
Data Collection / PBC
Gather data from clients & auto populate into the right places
Workflow Tracking
Tracking any tax returns, status updates, or engagements in real-time
e-Sign
Automatically sent to clients for easy e-Signature.
e-File
Track all electronic filings in one central location
Client Portal / Document Delivery
Collaborate electronically with clients
Planning & Analytics
Unlimited visualizations of business data.
Consulting
Unlimited visualizations of business data
Workpapers
Essential components for preparing and filing a complete tax return.
Gateway
Your single integrated platform.
Consulting
R&D Tax Credit
Batch Extensions
Engagement Letter Wizard
Create, route, deliver, track 1000’s of letters/ documents
Data Collection / PBC
Gather data from clients & auto populate into the right places
Workflow Tracking
Tracking any tax returns, status updates, or engagements in real-time
e-Sign
Automatically sent to clients for easy e-Signature
R&D Tax Credit
Streamline the collecting, organizing, and submitting of R&D Tax Credit data
e-File
Track all electronic filings in one central location
Client Portal / Document Delivery
Collaborate electronically with clients
Planning & Analytics
Unlimited visualizations of business data
HubSync Gateway
Your single integrated platform
Solutions
Engagement Letter Wizard
Create, route, deliver, track 1000’s of letters/ documents
Data Collection / PBC
Gather data from clients & auto populate into the right places
Workflow Tracking
Tracking any tax returns, status updates, or engagements, in real-time
e-Sign
Automatically sent to clients for easy e-Signature
e-File
Track all electronic filings in one central location
Client Portal / Document Delivery
Collaborate electronically with clients
Planning & Analytics
Unlimited visualizations of business data
HubSync Gateway
Your single integrated platform
Workpapers
Essential components for preparing and filing a complete tax return.
Consulting
Unlimited visualizations of business data
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Engagement Letter Wizard
Data Collection / PBC
Workflow Tracking
e-Sign
e-File
Client Portal / Document Delivery
Planning & Analytics
HubSync Gateway
Workpapers
Consulting
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