PURPOSE-BUILT AI FOR COMPLEX WORKFLOWS

The All‑in‑One AI Platform Powering Leading CPA Firms

HubSync brings your entire workflow, engagement letters, data collection, e-Sign, e-File, and portals, into one AI-powered workflow automation platform that leading accounting firms trust

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Who We Are
Anchin Anders Aprio Baker Newman Noyes Bakertilly Bennett Thrasher Berkowitz Pollack Brant Blue Capstone Citrin Cooperman Cohn Reznick CRI EisnerAmper Frank Rimerman & Co Frazier Deeter Keiter KSM LBMC MBE Pinion Plante Moran RBG RLB RRBB SAX Squire Windham Brannon Withum

Strategic Initiatives that Move Your Firm Forward

When your firm has to move fast, you need more than point solutions. HubSync gives managing partners, tax leaders, CIOs, and rising managers one unified platform to deepen client engagement, consolidate systems, grow margins, and protect revenue - all at the same time. 
Fragmented Technology & System Overload
Consolidate Fragmented Technology For Savings

Still relying on 5+ point solutions to move a single engagement from proposal to paid. HubSync consolidates client experience, workflow tracking, document management, workpapers, and payments into 1 platform that integrates with your existing tax, audit and practice management tools. 
Time Constraints & Manual Processes
Increased Client Engagement

Today's clients expect an always-on, consumer-grade digital experience from their tax and audit firm. HubSync brings every interaction - requests, document exchange, messages, approvals, and payments - into one shared workspace, so clients never have to guess what's needed or where to go.
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Increased Margins

Margin pressure is not just about hourly rates; it's about how many low-value hours get burned between client request and final deliverables. HubSync automates the busy work across engagements so partners and staff can focus on analysis, judgement, and higher value advisory.
Client Communication & Gaps
Protect Revenue While Growing Sales

Revenue isn't just about winning new clients - it's also about protecting existing relationships, reducing write-downs, and making it easier to expand services with current clients. HubSync gives you the visibility, consistency, and client experience you need to defend fees and open the door to new work. 

Built for impact. Proven by results.
100
+

Years of Combined Experience

2.5
M+

Sent for Signature 

1
M+

Organizers & Workspaces Created

7

Year Award Winning Platform

Leading innovation in accounting technology

 

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Begin with clarity and control.

Launch engagements faster and gather data smarter. HubSync’s tax workflow management software automates engagement letters, streamlines client data collection with intelligent organizers, and provides a secure portal for seamless document exchange—so you can start work with everything you need, right from the start

Explore Engage & Gather

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Prepare faster. Review smarter.

Prepare returns with clarity and speed. HubSync Web-based Workpapers organize all essential components in one intelligent AI workflow automation system so your team can work faster, reviewers can spot issues instantly, and every return meets your quality standards

 

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Finish strong. File faster.

Where preparation meets completion. Process batch extensions efficiently, track every delivery automatically, capture e-signatures without the back-and-forth, and manage all electronic filings in one place so busy season ends smoothly, not chaotically

 

Explore Deliver & Last Mile Automation

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Turn data into decisions.

Analytics built for accounting professionals. Create unlimited custom visualizations of business data—giving your team the tools to provide proactive advisory services, identify client opportunities, and demonstrate value beyond compliance

 

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The work is done. Now get paid.

HubSync's payments module makes collections effortless, providing clients with secure, convenient payment options while giving your firm faster access to revenue and complete visibility into outstanding balances

 

Explore Close

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Always on AI.

Turn dense workflows into instant, smart answers. HubSync’s embedded AI summarizes and chats with returns, organizers, and PBC documents, automatically classifies and routes files, and gives every team member an in‑app assistant that understands your firm’s real work and data. Our LLM models will take your work to the next level and beyond

 

Explore AI & Integrations

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CONNECT YOUR TOOLS — SEAMLESSLY

AI-powered HubSync integrates with and unifies your tech stack to maximize value

HubSync integrates seamlessly with the 1000's of systems that accounting firms rely on most — across tax, ERP, document management, workflow, CRM, analytics, and client collaboration. Further, our Agentic AI solutions provide a complete transformation of how your firm manages work, enabling your team to focus on client value rather than administrative overhead.

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When selecting a partner to embark on our technology journey, we wanted one that could develop the right product, had experience in the industry and had a long history of success. HubSync’s proven years of leadership in the industry stands out above the rest.
Ken Yoder, Director National Tax
Baker Tilly
We enjoyed working with HubSync, and they were highly responsive and collaborative throughout the initial rollout for our clients and internal teams. We are excited to offer a client collaboration platform and workflow automation and tracking solution to enhance the efficiency of our team’s client delivery tools in the future.
Chad Pinson, CEO and Managing Partner
CRI
The HubSync platform brought automation and better visibility into our workflow and data. This supported a complete reimagination of a variety of processes, for example our Assembly and E-file processes. Implementing HubSync and reimagining our processes enabled us to drastically reduce overtime and eliminate temps in both e-file and assembly, resulting in savings while creating a better experience for our client service teams.
Penelope Bustamante, COO
Anchin

YEAH, YEAH, SO WHAT?  

 The Old Way Got You Here. It Won’t Get You There.

You don't change what works just because something is new; you change when capacity is maxed, top talent is chasing source docs, and every tax season feels like a fire drill. Manual still works - until it doesn't.
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BUSY SEASON SHOULDN'T REQUIRE HEROICS

If your current process depends on late nights, heroic efforts, and last minute fire drills, that's not a system, that's a tradition.

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YOUR CLIENTS HAVE CHANGED, EVEN IF YOUR PROCESS HASN'T

Your clients already live in a world of instant updates, clear dashboards, and self-service everything. When their tax experience feels like a time capsule, they notice.

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CHANGE DOESN'T HAVE TO BE THE BIG BANG

You don’t have to “blow up” your process to modernize it. Start small. Keep what works. Upgrade what doesn’t. If you ever decide you miss the chaos of the old way… you can always turn the automations off. (You won’t.)

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SO WHY CHANGE NOW?

Ask yourself, Is this sustainable?  Is this competitive?

If your answer is “not really,” then it’s time to try a better way of doing what you already do well—just with fewer fires, fewer late nights, and a lot less “final_v9_really_REALLY_FINAL.pdf.”

Stay in the Know

Explore the latest insights, best practices, and innovations shaping the future of accounting.

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See HubSync in Action

See firsthand how HubSync consolidates your entire tax workflow into one intelligent AI-enabled workflow automation platform. Schedule a demo and discover why leading accounting firms trust us to power their operations.

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