Franklin, TN
2019
Mid-Size (51-200 Employees)
HubSync is an 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, 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.
– Analyze gives firm leaders dashboards, widgets, drill-downs, and reporting views across HubSync and connected data sources. These insights help teams identify bottlenecks, monitor workload, track engagement status, understand client activity, and make better operational decisions during high-volume filing periods.
– 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 adds AI agents and in-app assistance designed to interact with returns, organizers, PBC documents, and workflow data. It can support document summarization, file classification, routing, and workflow automation, giving firms a practical AI layer across the engagement lifecycle rather than a standalone chatbot experience.
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 larger CPA firms, top-100 firms, and growth-oriented tax practices that 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.
Franklin, TN
2019
Mid-Size (51-200 Employees)
Medium Firms, Large Firms, Enterprise
Managing Partner; Director of Operations; Tax Leader; IT Lead; Head of Tax / Tax Partner; Audit Partner
Monthly/Annual Subscription (HubSync Provided: Annual - Multi-year Subscription)
Phone, Email, Live Chat
2019
Contact for pricing
Hubsync Video description
New agentic intelligence layer brings autonomous workflow orchestration, contextual awareness, and CPA-grade AI governance to tax and accounting firms.
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.
HubSync is positioned for larger CPA firms, especially firms with 100+ team members, mid-market firms, and top-100 accounting firms that need a more connected workflow platform.
Tax workflow is the clearest core use case, but the platform also touches client collaboration, document management, e-signature, e-file tracking, analytics, billing, and payment workflows.
It brings client portals, engagement letters, document collection, signatures, filing, billing, analytics, and workflow automation into one connected platform instead of relying on multiple disconnected point solutions.
HubSync Halo provides AI agents and in-app assistance for summarizing and chatting with engagement documents, classifying and routing files, and supporting automated workflow steps.
The platform gives clients a shared digital workspace for requests, uploads, approvals, signatures, payments, and engagement communication.
Managing partners, tax leaders, operations leaders, technology leaders, and innovation leaders would likely evaluate HubSync because it affects client experience, capacity, workflow visibility, and firm technology consolidation.
HubSync integrates with existing tax, audit, practice management, ERP, document management, workflow, CRM, analytics, and client collaboration tools rather than a full rip-and-replace system.
HubSync targets manual handoffs, disconnected portals, status-chasing, scattered documents, review bottlenecks, and last-mile tax delivery friction.
Firms should validate product fit around existing tax software, document systems, client portal strategy, e-signature needs, e-file tracking, data security, implementation scope, and reporting requirements.
