How We Work
Mutual Success
We believe that our success is contingent not only on how we impact our firms, but also on the experience our partners deliver to their clients.
Industry Revolution
We believe that revolution and innovation are necessary to the advancement of the accounting industry.
Proactive Partnership
We believe in an obligation to act as a proactive partner to our accounting firms and to each other.
Our Solutions
Offering versatile digital solutions
HubSync helps accounting firms work faster and smarter with easy-to-use tools that automate tasks and improve client service.
Years of Combined
Experience
Engagement
Letters Sent
Organizers & Workspaces
Created
Years Award
Winning Platform
Client Testimonials
The ONLY solution offering single-pane-of-glass
“After more than eight years of evaluating engagement letter tools, the team selected HubSync as the only solution capable of handling their scale and complexity. A broader rollout is planned for after busy season. The customer evaluated Aiwyn, Adobe, Amelio, SafeSend Signatures, and Ignition as other potential engagement letter platforms” – Top 50 CPA Firm![]()
Improved Client Experience
“Our client experience is much better. They used to get frustrated by different points of contact. It was a big block in the client experience, and it’s gone now.” ![]()
“HubSync is more sophisticated. It makes working with clients seamless and they have more visibility into the work our firm is doing. ” ![]()
“With HubSync, we were able to roll up all our engagement systems and simplify the client experience. Before, Clients were telling us, “I don’t know how to get the information you’re sending us”![]()
“HubSync was brought in to streamline a fragmented client experience across engagement letters, document delivery, and communications. It was chosen over Aiwyn for its front-office focus, with the tax team lead driving the decision-making process.” – Top 100 CPA Firm”![]()
Streamline Internal Firm Operations
Recognize clear ROI & Fast
Client Testimonials “The best solution that the industry has to offer, and we are looking forward to partnering with them as they continue to build their platform”
"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 solutions to enhance the efficiency of our team's client delivery tools in the future.”
When selecting a partner to embark on our technology journey, we wanted one that could develop product, had experience in the industry and had a long history of success. HubSync's proven years of leadership in the industry stands above the rest.
awards Award-Winning Innovation: Recognized by Deloitte.
Technology Fast 500 2024 North America
