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HubSync is the AI operating system for CPA firms, delivering end-to-end client collaboration and workflow automation.

AccountingSaaSArtificial IntelligenceAutomation
Company overview

About HubSync

HubSync is an AI-powered, end-to-end tax and accounting workflow platform built exclusively for CPA firms. HubSync unifies client portals, engagement letter management, document collection, e-signatures, e-filing, billing, and workflow automation into a single integrated system — eliminating the need for multiple disconnected software tools. HubSync serves mid-market and top-100 accounting firms across the United States, helping managing partners, tax leaders, and client-facing staff deliver exceptional client experiences while expanding firm margins. Learn more at www.hubsync.com.

Purpose

Mission and direction

HubSync builds an AI-powered, end-to-end workflow platform for CPA firms, unifying client communication, engagement management, document handling, e-signatures, e-filing, billing, and automation in a single system. The platform helps accounting firms replace fragmented tools with a streamlined, integrated experience that improves operational efficiency, client service, and margin growth.

How they work

Company values

  • Ownership
  • Innovation
  • Client focus
  • Efficiency
  • Collaboration
  • Continuous improvement