sales@hubsync.com

Hi, we are HubSync

INTEGRATE CONSOLIDATE & AUTOMATE

HubSync is the only Digital End-to-End Platform for CPA Firms

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

AUTOMATION. CONSOLIDATION. INTEGRATION.

The ONLY solution offering single-pane-of-glass

“There’s no platform out there which I’m aware of that has all of the pieces to the puzzle like HubSync. The CEO used to be at a CPA firm so he understands our pain and he’s able to make the products that we need.”

“It’s an ecosystem all on its own. Onboarding, engagement letters, document management, e-signature -HubSync let’s us do it all under one platform.”

“HubSync is a really amazing way to consolidate different functions under one umbrella that’s cloud based.”

“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

AUTOMATION. CONSOLIDATION. INTEGRATION.

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”

AUTOMATION. CONSOLIDATION. INTEGRATION.

Streamline Internal Firm Operations

“Consolidating five or six packages under HubSync, that was a huge operational win for us.”

“Before HubSync, we kept having to hire more admin as we grew. Now, everything’s managed under HubSync”

“You know where everything is in real time. It’s amazing that we’re able to consolidate all these functions.”

“It took us 3 to 4 months to implement the engagement letters […] We’re bringing on 5 more modules over the next six months, and are hoping to have all of their modules working by the end of this year” – Customer: EisnerAmper”

“We’re just using HubSync for engagement letters right now, but they have other products that should take the place of SurePrep and SafeSend and other [tools], which we plan on doing later”- Customer: Sax LLP”

“Absolutely we’re going to replace more modules with HubSync. The goal would be to phase out SafeSend, ShareFile and DocuSign. There’s going to be a lot of things we can phase out now that we have HubSync. When our existing contracts run out, then we don’t renew.”

AUTOMATION. CONSOLIDATION. INTEGRATION.

Recognize clear ROI & Fast

“The ROI is really in the increased efficiency. We’re practically able to replace entire departments that’re no longer needed”

“The Engagement Letter Wizard reduced operational risk and made our insurance premiums go down.”

“We wanted to consolidate solutions, and we were able to replace Intapp, Suralink, TaxCaddy, CCH & Docusign with HubSync.”

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”

— Top 50 CPA Firm , Chicago

"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.”

Chad Pinson , CEO & Managing Partner CRI

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.

Ken Yoder , Director National Tax Baker Tilly