HubSync: AI-Powered Workflow Automation for CPA Firms
HubSync helps accounting firms manage the tax lifecycle from engagement to payment. It is designed for firms looking to reduce the number of fragmented point solutions in their tech stack.
At a glance
- Category
- Operations
- Best for
- CPA firms, Accounting practice managers, Tax leaders, Managing partners at accounting firms
- Pricing
- Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
- Key use cases
- Tax Workflow Automation, Client Document Management, Last-Mile Delivery, Automated Collections
- Integrations
- CRM, ERP, Document Management Systems, Analytics tools, Client collaboration tools
- Official website
- hubsync.com
HubSync is a workflow automation platform built for CPA firms. It serves as a centralized hub for various stages of the tax process, including engagement letters, document gathering, and final delivery.
The software is designed for managing partners, tax leaders, and CIOs who coordinate high-volume engagements. It supports the reduction of manual administrative tasks by automating client requests and providing tracking of tax returns.
The tool includes AI capabilities that help staff summarize tax documents and answer client questions using natural language. Buyers should confirm how the modular nature of the platform fits their specific operational needs, as firms can use specific tools like e-signatures or billing independently or as a suite.
The platform also includes financial close tools to manage invoicing and payment collections, which may help firms maintain cash flow during busy seasons.
Key Features
Generates plain-language summaries of uploaded tax files and PBC documents to support the review process.
Supports the creation, routing, delivery, and tracking of engagement documents.
Automates the process of requesting and collecting tax source data from clients.
Handles 8879 forms with tracking dashboards and automatic storage in client workspaces.
Centralizes tax document organization and review tracking with built-in checklists.
Automates invoice delivery and payment reminders via a secure online portal.
An in-app conversational interface that retrieves information from firm data and historical records.
Use Cases
Consolidating engagement letters, tax organizers, and PBC collections into a single system.
Using a secure portal for the exchange and storage of tax-related documents.
Managing batch extensions, e-filing tracking, and the breakup and delivery of tax returns.
Managing the end-to-end payment process from invoicing to recording payments.
Best For
Integrations
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
FAQ
HubSync consolidates tax workflows, including engagement letters, PBC collection, e-signatures, and payments, into one AI-powered platform.
It uses LLMs to summarize tax documents, classify files, and provide a conversational assistant that can answer questions based on the firm's data.
Yes, it specifically handles 8879 forms with automated tracking and secure storage in client workspaces.
The platform is designed to integrate with various CRM, ERP, and document management systems used by accounting firms.
Source category: Operations
Source subcategory: Workflow Automation
