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About

HubSync is a Tax Integration Powerhouse. Designed by tax professionals, for tax professionals – HubSync addresses your challenges and your need to focus on advising clients, rather than wasting time wrangling data and dealing with cumbersome tax processes. Collaborate with your team in real-time from virtually any location through the cloud. Gain unlimited insights through reporting and analytics capabilities at your fingertips. Automate and simplify the tracking of key performance indicators and metrics. Simple alert mechanisms to ensure you don’t overlook critical dates. HubSync was designed to collect and harmonize disparate data, eliminating complexity, reducing professional services costs and helping clients maximize their existing investments. HubSync embodies the simplicity of “consumer friendly” applications with the power of enterprise-grade functionality.

About

Get organized and working together with all the tools you need to scale your practice. Organize and track conversations, emails, notes, and interactions with clients and others. See everything related to your client on one screen. Deliver winning proposals to your clients and prospects. Automate engagement letters and achieve absolute clarity. Your team will work faster with a workflow that is beautifully designed and easy to understand. Never let a client work slip through the cracks again. Our new agenda dashboard informs each team member of their daily work. A complete tax return delivery solution, not just form 8879. Give clients detailed instruction on every client form, including payment vouchers and estimated payment vouchers. Collect signatures on 8879 and any other custom documents. Works for both US and Non-US based firms. KBA is available making this an IRS-compliant solution. This module allows you to upload virtually any document to obtain signatures as well.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies in need of a tax platform

Audience

Accounting and tax firms looking for a modern practice management solution to optimize their processes

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$45 per month
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.0 / 5
ease 3.0 / 5
features 3.0 / 5
design 2.0 / 5
support 4.0 / 5

Pros & Cons from Real Users

Pros

  • The best part about this software is that it can be a free way to securely transmit files between clients and myself.

Cons

  • This software can glitch at time and the interface leaves something to be desired.

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Supported

Company Information

HubSync
hubsync.com

Company Information

Pascal Workflow
United States
www.pascalworkflow.com

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Categories

Categories

Tax Practice Management Features

Approval Process Control Not Supported
Billing & Invoicing Not Supported
Client Management Supported
Client Portal Supported
Document Management Supported
Due Date Tracking Not Supported
Scenario Planning Not Supported
Tax Filing Not Supported
Tax Forms Not Supported
Workflow Management Supported

Accounting Practice Management Features

Approval Workflow Not Supported
Billing & Invoicing Supported
Client Management Supported
Client Portal Supported
Document Management Supported
Due Date Tracking Not Supported
For CPA Firms Supported
Project Management Supported
Staff Management Not Supported
Time Tracking Not Supported

Integrations

Gmail Not Supported
Google Drive Not Supported
Microsoft Exchange Not Supported
Microsoft Outlook Not Supported
iCloud Not Supported

Integrations

Gmail Supported
Google Drive Supported
Microsoft Exchange Supported
Microsoft Outlook Supported
iCloud Supported
Claim HubSync and update features and information
Claim HubSync and update features and information
Claim Pascal Workflow and update features and information
Claim Pascal Workflow and update features and information