HubSync Co. has announced several new enhancements to its product suite. These new features focus on how firms manage tax and accounting processes, leveraging cutting-edge AI and user-centric design.
“We’re not just updating; we’re redefining what tax and accounting automation can do,” stated John McGowan, CEO of HubSync. “Our focus has been relentless innovation, driven by direct client feedback, to ensure our platform not only meets but exceeds modern business needs.”
Key Product Enhancements for 2024:
- HubSync Gateway
- Significant enhancements to our award winning client experience portal, including delivery of news, thought leadership from CPA firms and clients and targeted content delivery to clients.
- Revolutionary Tax Organizer & Return Delivery:
- Experience the market’s most advanced, intuitive interface for tax organizers and return delivery.
- Seamless Client File Sharing:
- Directly integrate with Outlook for file sending and requesting, featuring real-time notifications and robust security options.
- Enhanced Document Collaboration:
- New shared link capabilities with customizable security settings for any file or folder, enhancing collaboration and data protection.
- Streamlined Digital Signatures with ‘My Signatures’:
- Simplify document signing with an easy upload, sign, and send process, all managed through email links.
- AI-Driven Process Automation (PBC)
- Introducing AI summarization and enhanced routing for attachments, paired with advanced security at both database and folder levels.
- Enhanced Engagement Letter Wizard
- Our transformative tool that offers a holistic view of all client-related entities, enabling seamless integration of detailed client information including fees and tax jurisdictions directly into letters, appendices, and exhibits, for a more personalized and efficient workflow.
- 9 of the top 25 CPA firm, with 16 overall, license this award winning tool.
Why It Matters:
These updates are not just about functionality but about transforming the workflow of tax professionals. “Our goal is to automate the mundane, allowing professionals to focus on strategy and client service,” McGowan added. This approach not only saves time but also introduces unprecedented levels of accuracy and security in tax processing.
Looking Ahead:
As tax laws evolve and businesses seek efficiency, HubSync’s 2025 updates position it as a leader in providing not just solutions but strategic advantages through technology. Firms adopting these tools can expect a significant uplift in operational efficiency and client satisfaction.
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Tags: Firm Management
