Skip the stress and streamline the process. With Taxology Hub, you can send a secure mobile link straight to your client’s phone. From there, they can upload their info and complete their return — all from their device, on their time.

No downloads. No paperwork. No delays.

Once submitted, their return flows directly into your tax software for review and is instantly added to your CRM pipeline — so you can manage, track, and follow up without missing a beat.