Tax Tech Revolution: Designing HubSync's user-centric website and innovative mobile app
Product Redesign
Creative
Web Design
Mission
For HubSync, a leader in tax automation, we focused on building a user-friendly mobile app and creating engaging marketing content. From websites to videos, we ensured a consistent visual style that reflects HubSync’s brand.
Outcome
We worked closely with HubSync to launch a dynamic website and a streamlined mobile app. The design unified the brand across platforms and made filing 1040 tax returns simple and stress-free.
Impact
With features like document uploads, scanning, and seamless messaging, we bridged the gap between clients and CPAs. The result? A user-friendly solution that’s transforming the tax industry.
Highlights
HubSync is a SaaS company focused on tax automation.
Founded in 2019 by an ex Global CIO of KPMG.
Counts some of the largest 20 CPA firms in the US as clients.
Has raised $6.4m funding over 2 rounds.
More than 50 employees.
Objectives
From SaaS to mobile app
To design a user-friendly mobile app for HubSync from the ground up.
To develop a design which simplifies the process of filing a 1040 tax return.
To enable easy document uploading and scanning, improving user experience.
To create engaging and informative marketing materials for HubSync.
To design a website for HubSync that is as engaging as it is informative.
To follow a consistent visual style across the website, videos, and mobile app.
I definitely recommend Tenscope. It's been really nice working with the team simply because we finally found a designer that we like working with. We love their designs.
HubSync, a leader in tax and audit software, aims to transform the CPA industry with a fully digital, end-to-end platform. Backed by decades of expertise from its CEO (a former tech executive at Deloitte and KPMG), HubSync delivers the first complete productivity solution for top accounting firms.
HubSync needed a user-friendly mobile app to enhance their tax platform and provide on-the-go access for users, along with a complete website redesign. Tenscope stepped in to bring their vision of a digital, intuitive tax organizer to life.
Approach
Using HubSync's high standards as a guide, we started with collaborative workshops to set clear project goals. We worked closely with their development team for a smooth handoff and created a design roadmap.
Our aim was to build a mobile app that not only aligns with the HubSync web platform but also elevates its user experience with a modern, sleek design. We focused on connecting taxpayers and CPAs for easy collaboration and quick completion of the IRS 1040 form, keeping the target audience and product vision at the center of our design process.
Mobile App
UX Functionality
We took the functionality of the tax preparation platform as a base, tailoring it to mobile devices and making it clearer and more precise. The mobile app designed for HubSync has easy onboarding log-in pages and a home screen featuring a progress bar.
A personalized tax checklist guides users through the tax preparation process step-by-step. We worked closely with our client's tax experts to ensure that the checklist was accurate and easy to follow.
We also designed a scanner feature which enables users to upload their tax documents directly from their mobile devices, making it easy for them to access their information and track their progress in real time.
Users simply take a photo of the document and upload it to the app. The documents collected are stored automatically in HubSync for easy retrieval. Filters indicate which documents had been uploaded and which still need to be scanned.
Clients can answer a questionnaire to ensure that the documents are accepted by the tax office. The app also has a messaging feature which allows clients to communicate directly with their accountants.
This app’s functionality allows users to snap, send, and sort tax documentation in no time.
In addition to the HubSync mobile application, we also designed a contemporary website for our client.
Website design
We undertook the task of designing HubSync's website, ensuring that the design was consistent with the app and its overarching brand identity.
The web design provides a minimalistic contemporary look and a more user-friendly website which effortlessly guides the user.
The landing pages effectively convey the company's mission and the team's proficiency, as well as the advantages of the product, all through well-designed call-to-action elements. Moreover, the design astutely steers visitor attention towards scheduling a demo of the product, courtesy of a prominently displayed call-to-action button.
Collaboration
We worked closely with HubSync’s product owner and development team to align the design with their needs. Together, we created a roadmap and completed the app in just three months. Clear communication and regular feedback were key, allowing us to blend HubSync’s tax expertise with our UX best practices for a user-centered design.
Results
The outcome was a sleek, digital platform that lets clients easily upload tax documents from their mobile devices. With a simple, intuitive interface, the app is user-friendly for anyone, regardless of their experience with tax software.
The app was a major success, now used by thousands. We continue to work closely with HubSync, delivering a platform that’s reshaping the tax industry and cementing HubSync’s role as a leader.
Tenscope designed a mobile app that’s more than just an add-on. It’s a core part of HubSync’s platform, simplifying tasks for CPA firms and easing tax-related stress for users.
Building a tax app is complex, needing deep user insights. If you’re ready to bring your idea to life with expert UI/UX design, we’re here to help. Let’s chat and make it happen!
Tenscope’s willingness to get work done quick and fast, and on time, really helps HubSync deliver products to the market quicker and faster to our clients as well. If you're looking for someone to help you get the work done, I highly recommend Tenscope and their team.
