TaxHub Integrator
Unify fragmented tax prep software workflows
TaxHub Integrator
TaxHub Integrator is a smart middleware that connects fragmented tax preparation software like ATX, ProConnect, and StanfordTax, enabling seamless data flow and workflow automation. It eliminates duplicate data entry by syncing client information, organizers, and returns across platforms, while providing a unified dashboard. Tax professionals save hours per week and reduce errors without ripping out their existing tools.
- Pre-built connectors for major tax prep platforms (ATX, ProConnect, UltraTax, etc.) with automatic field mapping
- Unified client data hub that syncs organizers, workpapers, and filing status across systems in real-time
- Smart workflow automation to trigger actions (e.g., populate digital organizer when return is started) based on cross-platform events
- AI-assisted data integrity checks to flag inconsistencies and suggest corrections before filing across integrated systems
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