Franklin, TN
2019
Mid-Size (51-200 Employees)
HubSync is the all-in-one AI operating system for leading CPA firms. The AI-powered tax and accounting workflow automation platform that helps CPA firms manage engagements from client onboarding through document collection, preparation, review, delivery, filing, analysis, and payment collection. The platform is designed for firms that want to replace fragmented portals, request lists, portals, e-signature tools, e-file tracking, workpaper processes, reporting spreadsheets, and billing handoffs with a more connected engagement operating system.
– Engage & Gather supports the front end of the engagement by bringing engagement letters, tax organizers, PBC requests, document exchange, client uploads, e-signatures, and Outlook-based file requests into a unified client collaboration workflow. This helps firms reduce follow-up, improve request visibility, and give clients a more consistent experience from kickoff through submission.
– Prepare & Review helps tax teams organize workpapers, track review activity, manage engagement progress, and collaborate across preparers, reviewers, and firm leaders. By centralizing review status and supporting structured workflows, firms can reduce manual status checks, improve accountability, and make complex engagements easier to monitor.
– Deliver & Last Mile Automation supports the final stages of tax work, including batch extensions, tax return breakup and delivery, e-signature, e-file tracking, and completion monitoring. This is especially useful for firms that lose time after technical preparation is complete because final delivery, signature, filing, and acceptance steps still depend on manual coordination.
– Close supports billing, collections, and payment workflows so firms can connect engagement completion with revenue realization. By tying final delivery and payment activity into the broader workflow, firms can reduce disconnects between client service, administrative follow-up, and cash collection.
– HubSync Halo™ is the agentic engine at the center of every engagement. Specialized AI agents autonomously automating workflows — from engagement letter to e-File acceptance — updating CPA teams at key decision points and delivering outputs ready for review.
The platform is particularly relevant for firms evaluating how to modernize tax operations without forcing every team into a completely new way of working at once. HubSync’s modular structure allows firms to focus on high-friction areas such as client requests, e-signatures, review visibility, e-file tracking, analytics, or payments while still moving toward a more unified technology environment. HubSync fits multi-office regional firms, national firms, and fast-growing tax practices that have outgrown point solutions and need a scalable engagement platform for improving client experience, reducing administrative follow-up, increasing workflow visibility, and creating a more standardized operating model across offices, teams, and service lines.
Medium Firms, Large Firms, Enterprise
Managing Partner, Director of Operations, Tax Leader; CIO, Transformation Teams, Service Line Leaders, COO, CFO
Annual Subscriptions
Phone, Email, Live Chat
2019
Contact for pricing
Rapid Digital Transformation Enhancing Operations and Client Experience
End-to-End Tax Automation in Action
New agentic intelligence layer brings autonomous workflow orchestration, contextual awareness, and CPA-grade AI governance to tax and accounting firms
Baker Tilly collaborates with HubSync to modernize tax service delivery through AI-enabled workflows.
CEO & Managing Partner, CRI (Boomer Circle Member Firm)
Baker Tilly (Boomer Circle Member Firm)
Chicago
HubSync is best aligned with CPA firms that have real engagement complexity: multiple offices, multiple service lines, high return volume, and an established tax stack like CCH Axcess, GoSystem RS, or OneSource that they intend to keep. These are typically regional and national firms that have grown organically or through acquisition and now run five or more point solutions to move a single engagement from proposal to paid.
The clearest signals of fit are a firm standardizing processes across newly combined offices, a firm where partners cannot get a straight answer on engagement status during busy season, and a firm losing days after technical preparation is complete because signature, filing, and delivery still depend on manual coordination.
HubSync is a lighter fit for small practices with a single office and a single service line, where a simpler all-in-one tool is usually enough.
No. HubSync is service line agnostic. The platform is engagement infrastructure, and engagements look structurally the same whether the work is tax, audit, CAS, advisory, or a specialty practice. A firm defines its own categories, workflow types, phases, statuses, deliverables, and QC checkpoints, so the same platform runs a 1040 season, an audit engagement, a monthly CAS close, and a consulting project side by side with firm-wide visibility across all of it.
What varies by service line is the depth of purpose-built automation. Tax carries the most, including batch extensions, tax return breakup and delivery, 8879 handling, and e-file tracking, because that is where the highest volume and the hardest deadlines sit. The underlying layers, meaning client collaboration, document management, e-signature, workflow orchestration, analytics, and payments, are shared across every service line a firm runs.
AI runs as a layer across HubSync, not a single feature. Halo orchestrates agents and automations across modules and powers in-app assistance and AI search. Intelligent Document Processing extracts structured data from 1040 source documents and K-1s, including unstructured footnotes. Workpapers uses AI for chart of account and trial balance mapping. Document management adds AI summarization and search. Workflow uses AI for classification, routing, and plain-language configuration. Everything runs in HubSync’s private AWS cloud with no data sharing with model providers, no retraining on firm data, and AI disabled by default until a firm opts in.
Test the seams rather than the screens. Specifically: what happens after preparation is complete, including whether a signed 8879 triggers filing and whether IRS acceptance closes the workflow automatically. Whether integrations to the tax engine and practice management system are truly bi-directional and which system stays the source of record. Whether the platform replaces the existing workflow tool or adds a second status system. Whether e-signature, document management, and payments are native or resold. Whether the firm can configure a non-tax engagement without vendor engineering. Where AI models run, whether firm data trains them, and whether AI is opt-in with usage visibility. How year-over-year rollover works. And what implementation actually required for a firm of similar size, verified with that firm directly.
