Time to think about Deliver & eSign - Make this the Easier Year Ever
We are deviating from our typical, CEO-focused newsletter today and sharing with you what everyone is focusing on these days - the most-automated way to Deliver those Tax Returns.
We know that you are knee deep in Engagement Letters and Tax Organizers right now, but it is also time to think about?HOW your firm is going to deliver those tax returns. Luckily, we have done all the heavy lifting for you and all you need to do is jump onboard.?HubSync allows you to become, overnight, a true client advisor.
Read below to see the most modern way to Deliver the Tax Returns today.
#1.?Tax Return Breakup
HubSync helps firms deliver a custom, broken up document delivered to a custom collaborative client portal. How? We integrate with your existing tax preparation software then securely share files and?break up the document any way you choose. Your clients can then easily download their document from the secure HubSync portal.?
#2.?eSign
With the HubSync eSign module , you or your clients will?NEVER have to download, print, or scan a signature document again. And even better, easily track the status of every letter, in? real time. And our 8879 Dashboards allow firms easy access to personalized analytics.?
#3.?eFile
HubSync's eFile solution pulls data directly from tax return preparation software’s electronic filing modules to?track all electronic filings in one central location. And with our eFile Dashboard, users have the ability to visualize the electronic filing data in real-time in a variety of ways.?
Got 15 minutes? Let’s see if we help you this tax season.