Related Products
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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.
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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.
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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
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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
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Audience
Companies in need of a tax platform
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Audience
Accounting and tax firms looking for a modern practice management solution to optimize their processes
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$45 per month
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Supported
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Company InformationHubSync
hubsync.com
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Company InformationPascal Workflow
United States
www.pascalworkflow.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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Integrations
Gmail
Not Supported
Google Drive
Not Supported
Microsoft Exchange
Not Supported
Microsoft Outlook
Not Supported
iCloud
Not Supported
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Integrations
Gmail
Supported
Google Drive
Supported
Microsoft Exchange
Supported
Microsoft Outlook
Supported
iCloud
Supported
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