About Us

We get  CPA firm automation,  because every one of us has at least 10 years experience. It’s not just a tagline, HubSync is the only integration platform created by seasoned industry professionals

One unified platform.

Gone are the days of juggling multiple portals, logins and point-solutions. HubSync gives you a single interface where your team works and your clients engage

Speed to value

We’ve designed every workflow so your firm can go live quickly and start seeing results right away—with minimal disruption.

Client-centric by design

This isn’t just about operational efficiency, it’s about making your clients’ experience smoother, more visible and more trusted.

Why HubSync?

One-stop-shop where CPA’s work

Speed to value

Partner with a BIAS for Action

Client Centric Strategy

25+ yrs of experience developing fully integrated end to end systems

Complete platform - fully modular

Make Big 4 technology available to all

Evolving Asset with Highly responsive team

testimonials

Read What Our Clients Have to Say

Real feedback from firms using HubSync to streamline their workflows

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.

Top 20 CPA firms

After evaluating Aiwyn, Adobe, Amelio, SafeSend Signatures and Ignition for engagement letter tools, our team selected HubSync as the only solution capable of handling their scale and complexity. A broader rollout is planned for after the busy season.

Top 25 CPA firm

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

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