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Enterprise Layer Intelligence
Categories/Tax & Accounting/HubSync
HubSync

HubSync

Founded 2019

Automate tax engagement letters, document collection, signatures, and filing for accounting firms

You can use HubSync to manage tax engagements from start to finish within accounting practices. The system lets you create and track engagement letters, collect source documents from clients through a secure portal, and prepare electronic workpapers. You can package completed tax returns, request digital signatures, process batch tax extensions, and track electronic filing submissions in one place. It also includes integrated invoicing and payment collection, custom reporting dashboards, and an automated assistant that inspects client documents to summarize returns and answer questions.

What HubSync does

Create and send client engagement lettersCollect source documents and PBC checklist itemsSubmit batch tax extensions to the IRSRequest electronic signatures on tax documentsTrack e-file submission statusesDeliver final tax returns to clientsProcess client payments for completed engagementsAutomated engagement letter creation and document routingSecure client portal for document exchange and communicationsBatch processing for thousands of IRS tax extensionsBuilt-in electronic signature requests and status trackingCentralized electronic tax filing tracking across engagementsTax return splitting, packaging, and digital deliveryIntegrated payment processing for client invoicing

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HubSync, Tax and Accounting, tax workflow, engagement letters, tax organizer, e-signature, e-file tracking, workpapers, client portal, batch extensions, tax return delivery, client billing, document collection, accounting automation, CPA workflow, tax preparation, PBC checklists