Collect once. Chase never.
Turn the organizer from your tax software into a questionnaire clients can complete on the web or their phone.
Tax Workflow Software for Accounting Firms
A More Organized
Tax Season
Your team leads the work. Client Hub keeps it moving.
Keep your team and clients connected through every step—from the first organizer to authorization and delivery.
Clear next steps for your team and clients, through all five stages.
Your Tax Season, in One ViewClients · Owners · Next steps
01 IntakeOrganizer & documents
Complete organizerClient task
02 Prep & ReviewWorkpapers & return
Review workpapersTeam task
03 InquiriesQuestions & answers
Confirm missing detailsAwaiting client
04 FinalizeReview & share draft
Share draft returnClient Hub Uploader
05 Authorize & DeliverSignature & finished return
Request Form 8879KBA eSignature
Illustrative workflow
A More Organized Tax Season
What Makes a Tax Season Efficient
Keep every open item in one workspace
Keep questions, documents and approvals in the client workspace, with a clear record of what still needs an answer.
Stay organized across every client
Track progress, outstanding items and who owns the next step across your clients, right through the deadline.
The Tax Engagement, Five Steps
One Workspace From
Organizer to Delivery
Keep client collaboration connected to the work your team is doing at every stage.
01 / INTAKE & ORGANIZER
Give clients an organizer they can complete
Upload the organizer from your tax software and turn it into a simple client questionnaire. Clients answer questions and provide documents through the Client Hub portal or mobile app.
Tax questionnaire · Portal · Mobile app02 / PREP & REVIEW
Work on the files where they already live
Access collected client documents and edit Word and Excel workpapers directly in Client Hub. Your team prepares the return in your tax software, with the supporting documents close at hand.
Word & Excel editing · Client documents03 / OPEN CLIENT INQUIRIES
Keep a missing answer from holding up the return
Send open questions as Client Tasks in a shared checklist. Clients respond in one place, comments preserve each answer, and automatic reminders handle the follow-up.
Client Tasks · Comments · Automatic reminders04 / FINALIZE
Review the return. Share the draft.
Follow your firm's final review process. Save the draft return straight from your tax software to a client shared folder with Client Hub Uploader, so the client can review it in the portal.
Client Hub Uploader · Client shared folders
05 / AUTHORIZE & DELIVERY
Get authorization and deliver the finished return
Send a KBA-based eSignature request for Form 8879 directly from Client Hub. Keep the finished return in the client shared folder, where clients can access it alongside the documents and conversations from the engagement.
KBA-based eSignature · Form 8879 · Digital deliveryKeep Client Answers With the Work
The Return Is Ready.
Is the Client?
Preparation can move quickly and still stop at a missing document or unanswered question. Keep every request visible to your team and your client, with reminders that run themselves.
What Changes for Your Team
Replace the Follow-Up
With a Clear Process
| Stage | The manual process | With Client Hub |
|---|---|---|
| Intake & Organizer | A PDF organizer and documents arriving separately by email. | A client questionnaire with answers and uploads in the portal or mobile app. |
| Prep & Review | Download workpapers, edit locally, then upload another copy. | Edit Word and Excel workpapers in place, alongside the collected client documents. |
| Client Inquiries | Open questions in email threads. Your team chases the answers. | A shared checklist, comments and automatic client reminders. |
| Finalize | Review the figures, then email a draft return to the client. | Follow your review process and save the draft to a client shared folder with Client Hub Uploader. |
| Authorize & Delivery | Chase the signed Form 8879, then print or email the finished return. | Request a KBA-based eSignature for Form 8879 and share the finished return in the client workspace. |
Your Questions, Answered
A Few Details Before Your Demo
Does Client Hub replace our tax software?
You continue preparing returns in your tax software. Client Hub manages the work around the return: organizers, documents, workpapers, client questions, authorization requests and delivery.
Can clients complete the organizer on their phone?
Yes. Upload the organizer from your tax software and turn it into a questionnaire clients can complete through the Client Hub portal or mobile app.
Can we edit Excel workpapers without downloading them?
Yes. Client Hub supports editing Word and Excel files directly in the workspace, so your team can work on the file without downloading and re-uploading copies.
How does Client Hub help with unanswered questions?
Send each open item as a Client Task. Clients answer in the shared workspace, comments keep a record of the conversation, and automatic reminders help with follow-up.
Can we request a Form 8879 signature?
Yes. Send KBA-based eSignature requests for Form 8879 authorization directly from Client Hub after completing your firm's final review.
How do we deliver the completed return?
Use Client Hub Uploader to save the completed return from your tax software directly into a client shared folder.
See It in Action
Build a Tax Workflow
Your Team and Clients Can Follow
Walk through the five stages with us. Bring the part of tax season that creates the most follow-up for your firm.
Book a Tax Workflow Demo