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Screenshots

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Details

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Scalesync Main Features

• Packet maps
  Each course teaches a clear folder structure that makes review easier, matching real reviewer habits.
• Team habits
  The training encourages habits that keep your team ready during busy seasons.
• Course offerings
  You can browse courses to learn how to prepare tax packets and improve your skills.
• App-native drills
  Practice is done directly inside the auditing app using real workflow steps like uploads and tags.
• Document readiness
  The system helps you prepare your files before the auditor asks, so you are always ready.
• Average review time
  It takes about 38 hours, on average, to review each filing cycle, helping you save time.
• Export naming module
  This feature prevents uploading the same invoice multiple times by managing file names.
• Prepared tax packets
  Many tax packets are created through course projects, showing practical examples.
• Flagship audit course
  A special multi-module course guides you from uploading raw files to ready-to-file packets, including links and notes.
• Focused training path
  There is a clear training program to learn how to use the auditing app for making complete and labeled tax packets.
• Pre-audit folder tips
  You can start improving your folder organization by taking courses, checking plans, or asking for onboarding help.
• Local document rhythms
  Course examples follow local document timing, so your readiness matches what clients actually send.
• Folder ownership needed
  You still need someone to manage and own the folder structure for better organization.
• Shared readiness drills
  Firms practice together using shared drills to stay prepared for audits.

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Verified Badge

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Scalesync Alternatives

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Technologies Used

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