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Connect your partners directly to the tax information you both need
Streamlined Process
Enabling technology that streamlines the document delivery, composite, and withholding waiver election processes. Issue tax related information in a timely and secure manner with our industry leading technology.
Controls/Risk Management
Utilizing a customized tool removes the confusion surrounding state tax election requirements, form distribution, and document support. Clients can also monitor changing developments in existing rules.
Differentiators
Composite elections
The Composite module gathers a partner’s elections based on state eligibility rules for residency and entity type. It reports out the aggregated elections to utilize in compliance processes.
Withholding exemption elections
Partners can elect to be exempt from state withholding in jurisdictions not already elected for composite purposes (if activated), based on state specific eligibility rules.
Document delivery
The Partner Hub Document Delivery module enables partners to access their Federal and State K-1s, and other tax documents online. We remove the wait and provide real time access to tax documents.
Features and Benefits
Communication
Receive ongoing support from a dedicated team that is available to clients and their partners. The resources that monitor help requests have strong tax and technology knowledge.
Compatibility
The Partner Portal is compatible with all browsers, including Chrome, Internet Explorer, Edge, Safari, and Firefox. The portal can be accessed on mobile devices via direct link.
Technology
By deploying our proprietary technology, you provide partners with real-time transparency and visibility into their own documents, elections, and access to any new notifications.
Data
Unlock the power of technology with a systems approach to collecting partner elections to avoid unnecessary audit and assessment risks through increased transparency into state and local tax reporting.
Meet the Partner Hub Team
“Partner Hub connects your partners to secure, accurate, and efficient preparation of tax documents so your partners can focus their time on more meaningful tasks.”
“Partner Hub has become a premier service offering by providing a seamless solution for collecting composite elections, withholding waivers and providing tax information from your partners for businesses of any size.”
“Partner Hub allows our clients to have a high quality branded webportal that enhances your partner interaction experience and reduces internal hours by automating these processes.”
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