Attachments and Integrations

Attachments and Integrations

You can connect your Hubex account to your Google drive, OneDrive or Dropbox account to efficiently manage documents and files related to financial records and tax returns. 

Once integrations have been enabled, you will be able to upload files in the Tax Return section from your linked account. You can upload your documents directly into the tax return. The linked agent can then view all files and documents as needed to complete the tax return.