Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
HubSync is a Tax Integration Powerhouse. HubSync was created by tax professionals for tax professionals. It addresses your problems and allows you to concentrate on your clients and not worrying about wrangling tax data or dealing with complicated tax processes. You can collaborate with your team from anywhere, via the cloud, in real-time. You have unlimited insight with the reporting and analytics capabilities available to you. Automate and simplify the tracking and analysis of key performance indicators and metrics. Simple alert mechanisms ensure that you don't miss important dates. HubSync was created to harmonize disparate data. This reduces complexity and helps clients maximize their investments. HubSync combines the simplicity of consumer-friendly applications with enterprise-grade functionality.
Description
Truss serves as an automated platform designed specifically for tax professionals, streamlining the workflow associated with tax documentation. Its features encompass the entire document lifecycle by enabling secure requests, organization, annotation, delivery, and storage of client files efficiently. The platform employs AI-driven, client-tailored checklists based on tax preparation software to ensure that clients only receive requests relevant to their needs; it automatically sorts and intelligently renames files uploaded by clients, converts various image formats into tax-preparation-friendly PDFs, and supports e-signatures for convenience. Additionally, it sends automatic reminders to clients and allows for hassle-free uploads without requiring account creation. Truss seamlessly integrates with popular tax preparation tools such as Axcess, Ultratax, Drake, ProSystemFX, ProConnect, ProSeries, Lacerte, and ATX to enhance usability. With a strong emphasis on security, Truss maintains SOC 2 certification and incorporates AES-256 and Bcrypt encryption, adheres to OWASP-style standards, and guarantees that client data is never utilized to train any large-scale models. This commitment to security and efficiency makes Truss an invaluable asset for tax professionals seeking to optimize their operations.
API Access
Has API
No
API Access
Has API
No
Integrations
ATX
No
Axcess Merchant Services
No
CCH ProSystem fx
No
Drake Tax
No
Intuit ProSeries Tax
No
Lacerte
No
ProConnect Tax
No
UltraTax CS
No
Integrations
ATX
Yes
Axcess Merchant Services
Yes
CCH ProSystem fx
Yes
Drake Tax
Yes
Intuit ProSeries Tax
Yes
Lacerte
Yes
ProConnect Tax
Yes
UltraTax CS
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
HubSync
Website
hubsync.com
Vendor Details
Company Name
Truss
Founded
2022
Country
United States
Website
gettruss.io
Product Features
Tax Practice Management
Approval Process Control
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
Scenario Planning
No
Tax Filing
No
Tax Forms
No
Workflow Management
No
Product Features
Corporate Tax
Compliance Management
No
Data Import / Export
No
Data Verification
No
Electronic Filing
No
Exception Notification
No
For Nonprofits
No
For Partnerships
No
K-1 Reporting
No
Payroll & Employer Forms
No
Status Tracking
No
Tax Planning
No
Tax Practice Management
Approval Process Control
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
Scenario Planning
No
Tax Filing
No
Tax Forms
No
Workflow Management
No