HubSync offers CPA firms a cutting-edge workflow tracking solution that redefines client engagement management. Traditional systems, often relying on outdated tools like Excel, fall short in providing real-time visibility into the status of tax returns, audits, and other engagements. This lack of transparency can lead to inefficiencies, as firms struggle to track and determine the next steps for each engagement.
With HubSync’s centralized platform, firms gain a comprehensive, real-time view of all client engagements, enhancing visibility and improving overall efficiency. By incorporating automation, HubSync reduces manual effort, allowing CPA firms to thrive in a fast-paced, high-demand environment.
“HubSync brings much-needed innovation and automation, enabling CPA firms to enhance their processes and deliver seamless services to clients,” says Tiffany Roussel, Director of Product Evangelism.
The One-Platform Solution: Empowering CPA Firms of All Sizes
HubSync levels the playing field for CPA firms, offering a solution that is both powerful and accessible, regardless of firm size. Traditionally, only large firms had access to cutting-edge technology. John McGowan, founder and CEO of HubSync, saw this gap firsthand during his two-decade tenure at a Big Four firm. Determined to bridge this divide, McGowan developed a platform that delivers advanced technology to firms of all sizes.
HubSync simplifies and automates key processes in tax preparation and consulting, offering a suite of interconnected modules. From engagement letters, data collection, and workpapers to workflow tracking, e-filing, e-signatures, and planning & analytics, HubSync ensures efficient management of tax preparation and engagement workflows.
The real power of HubSync lies in the seamless integration of its modules. This integration allows firms to automate workflows across various stages, minimizing the need for external interventions and ensuring smooth coordination. Furthermore, HubSync integrates with third-party tools, boosting workflow automation and streamlining processes.
Enhancing Workflow Efficiency: Boosting Accuracy and Speed
HubSync’s Workflow Tracking module is the backbone of modern accounting practices. It natively tracks workflows directly within its platform, eliminating the need for external software. By centralizing functions, firms can seamlessly manage tasks, boosting operational efficiency.
In the tax controversy space, for instance, HubSync replaces manual processes, such as Excel tracking, with built-in database functionality. Firms can efficiently track engagement details, including partner information, engagement status, and deadlines—all from a single interface. Real-time reminders help firms stay on schedule and avoid costly delays.
For firms using third-party tools, HubSync offers bi-directional API integration. This integration allows seamless communication between HubSync and external systems, ensuring smooth workflow automation and enhanced operational communication.
Transforming Operational Success: A Strategic Partnership with Thomson Reuters
HubSync’s impact is evident in its collaboration with Thomson Reuters. By integrating with GoFileRoom FirmFlow, HubSync has transformed how CPA firms monitor tax return statuses. Previously, administrative teams relied on time-consuming, error-prone Excel reports, which were often outdated before they could be shared.
With HubSync’s real-time tracking capabilities, firms can now access comprehensive dashboards showing up-to-date tax return statuses, eliminating the need for repetitive exports. This integration has greatly enhanced operational efficiency, allowing firms to manage large volumes of engagements seamlessly, even during peak tax season.
Configurable, Secure Solutions for CPA Firms
HubSync’s SaaS platform prioritizes security and configurability, offering firms a customizable experience without the headache of versioning issues common in other systems. With SOC 2 Type II certification and built on AWS, HubSync ensures robust security and data protection, while its agile development process allows for quick responses to client feedback and emerging needs.
HubSync actively engages with clients through regular feedback sessions and market research, allowing it to adapt quickly to changes in the industry, including evolving compliance laws. The platform’s transparency and frequent bi-weekly updates ensure that clients are always in the loop on new features and improvements.
A Global Approach: Driving Growth and Innovation
HubSync’s global team drives its continued innovation and growth. With headquarters in Franklin, Tennessee, and team members in Colombia, India, and Eastern Europe, HubSync leverages diverse perspectives to refine and expand its platform. The company’s global strategy has fueled rapid expansion, with HubSync now serving 11 of the top 50 CPA firms and expanding into the audit and legal markets.
With a relentless focus on client success, HubSync is positioning itself as a trusted partner in the accounting industry, continuously innovating to meet the evolving needs of its users.
