HubSync allows you to send thousands of customizable Engagement Letters (or any standardized document) with just one click. Our functionality includes the ability to:
Send letters in bulk
Track the status of signatures
Automatically stores signed letters
One-click client search for access
Downloadable PDF on Demand, and so much more
Gathering individual and entity data is so much easier and gets auto-populated into one place, the right place!
Our HubSync capabilities simplify a historically manual and burdensome necessity, freeing up time and allowing firms to focus on maximizing their expertise.
Use HubSync to track any tax returns or engagements. Or, grab direct tax return status updates from various workflow products, directly within HubSync, in real-time
Update Thomson Reuters' FirmFlow in bulk by the thousands and save time with workflow updates and annual rollovers
HubSync allows firms to quickly and easily send important forms to clients for their authorized e-Signatures. Our capabilities include:
Ability to track the status signatures in real time
Automatically store and quickly find signed documents
Download on-demand
Cancel signatures with one-click
On-demand preview
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HubSync reads data directly from tax return preparation electronic filing modules to track the status of all uploaded and submitted returns and extensions in one location. With personalized views, practitioners can easily see the status of each jurisdiction and form by status. And with HubSync's write back capabilities, automating the release of these forms saves significant time
Learn MoreHubSync provides a space to collaborate electronically with clients. In HubSync, firms can:
Share files with clients in a secure, online environment
Receive immediate notifications of all activity in any workspace
Utilize messaging capability with clients or within teams
HubSync provides unlimited visualizations of business intelligence data. As we like to say, if you can think it, we can create it!
Learn MoreHubSync Gateway levels the playing field for all firms.
Our all-in-one platform:
provides access to a customized digital platform
allows clients easy access to their engagement team
utilizes real-time messaging and
custom industry & firm news feeds for smartly targeted information to the right end user
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