W-2_2025.pdf
Bank_statement.pdf64%
Stop chasing clients for tax documents
Tax season shouldn’t mean digging through email for W-2s and receipts. Clients get a checklist and automatic reminders, and upload everything to your secure, branded portal.
P
Precision Tax
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- 2Upload your documentsUpload
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Collect everything in one secure place
Still needed1 of 3 in
- W-2
- 1099-INT
- Mortgage statement
See what’s still missing
Business name
Northline Studio LLC
Tax ID
Send intake forms
Engagement letter 2026Awaiting signature
Review and signE-sign engagement letters
Can you send the 1099s?Uploading them now
Message clients securely
- Tax year 202512 files
- Tax year 202414 files
- Tax year 202311 files
Keep every tax year
AI and automation that handle the busywork
Clients get nudged, documents get read and checked. Your team steps in when it matters.
Form W-22025
EmployerNorthline Studio LLC
Wages$84,200
Federal tax withheld$12,960
Tax year2025
Saved to the client recordPull the data out of every document
- Document request sentDay 0
- Friendly reminder by emailDay 3
- Second reminderDay 5
- Documents receivedDay 6
Follow-ups that send themselves
- Bank statements cover 3 months
- !Page 4 of the lease is not signed
- ID is valid until 2029
AI checks the file before you do
Deliver your services through a secure, branded portal
Your logo, your colors, your domain. Clients only see your brand.
A
Apex Strategy
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- Sign your agreement
- 2Upload your documentsUpload
- 3Book your kickoff call
Your service
In progressStep 2 of 4Documents
- Your own domain
- Your own mobile app
- 256-bit encryption
Bank-level security for every client file
Sensitive financial data and SSNs stay out of email.
256-bit encryption
Files encrypted in transit and at rest
SOC 2 compliant
Infrastructure built for sensitive data
Full audit trails
Every upload and signature on record
Secure client logins
Each client signs in to their own portal
Start from a flow built for accounting firms
- Tax Return Preparation
- New Client Onboarding
- Monthly Bookkeeping Close
- Business Incorporation & Entity Setup
- Regulatory Audit Request List
“I love that it's simple to use, easy on the eyes, and just makes so much sense. I set it up quickly, unlike its competitors, and the customer support is fantastic! My clients love it, too!”
Plugged into your stack
18+ native integrations, and an API for everything else.
- CRM, accounting and calendars
- Files land in the right folder
- An open API
What firms say after the switch
“Custom task and client-onboarding templates cut our manual follow-up time by roughly 30%. The intuitive UI and built-in help docs had our team trained in under a morning.”
-30%
manual follow-up time
Hubflo is amazing! The pricing structure is simple. The features they have is second to none. It's so easy to use and set up. Customer support is out of this world. Honestly its brilliant.
The system is not only extremely easy to use, but the support provided from the initial setup through to the ongoing operation of the platform has been outstanding. There is nothing I dislike; the entire process has been made extremely easy.
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Book a demoYes. Hubflo uses bank-level 256-bit encryption and SOC 2 compliant infrastructure. All files are encrypted in transit and at rest, with complete audit trails for compliance.