HubSync offers a tax integration platform that consolidates essential accounting tools into a single interface, streamlining workflows and enhancing collaboration between firms and clients. By automating tax preparation and document management, it reduces administrative burdens and improves the overall client experience.
Funding
$5.4M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Accounting firms often struggle with disparate software systems for tax preparation, client communication, and workflow management, leading to inefficiencies and data silos. The need to switch between multiple applications and manually transfer data increases administrative overhead and the risk of errors.
Solution
HubSync offers a unified, AI-powered platform designed to streamline tax workflows and enhance collaboration between accounting firms and their clients. The platform consolidates essential tools such as engagement letter management, data collection, workflow tracking, e-signature, e-filing, and client communication into a single interface. By automating tasks and providing a central hub for all client-related activities, HubSync reduces administrative burdens, improves data accuracy, and allows firms to focus on providing higher-value advisory services. The HubSync Gateway acts as mission control for professionals, providing quick links to applications, engagement status updates, and client notifications, all customizable to the firm's specific needs.
Target Audience
HubSync primarily targets accounting firms, CPAs, and tax professionals seeking to improve efficiency, enhance client collaboration, and streamline their tax preparation workflows.
Features
- **HubSync Gateway:** A central dashboard providing a unified view of all client engagements, tasks, and communications.
- **Engagement Letter Wizard:** Automates the creation, routing, delivery, and tracking of engagement letters and other documents.
- **Data Collection / PBC:** Streamlines the process of gathering data from clients and automatically populating it into relevant forms and systems.
- **Workflow Tracking:** Provides real-time tracking of tax returns, status updates, and other engagements.
- **e-Sign:** Enables clients to easily sign documents electronically.
- **e-File:** Tracks all electronic filings in one central location.
- **Client Portal / Document Delivery:** Facilitates secure electronic collaboration with clients.
- **Planning & Analytics:** Offers unlimited visualizations of business data to support strategic planning.
- **AI-Powered Trial Balance Mapping:** Automatically maps detailed account numbers and descriptions to summary accounts and tax return form lines using AI/ML models.