Case Studies | HubSync

Our Partnerships

CARRS RIGGS & INGRAM

HubSync Partnership Boosts Efficiency and Client Collaboration

The strategic decision to streamline their tax preparation process, automate key tasks like Engagement Letter generation, Tax Organizer collection, and Form 8879 filing resulted in a successful, automated tax season, demonstrating the efficiency and effectiveness of the right solutions.

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CRI

anchin

ANCHIN

Anchin Transforms their Tax Practice utilizing HubSync Platform

Anchin sought a solution designed to set the firm apart in the industry by enhancing efficiency and transparency, and which continued the evolution of delivering a more innovative, elevated client experience.

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TESTIMONIAL

Caryn's Story

Caryn Gerry, of Baker Newman Noyes, had a portal problem. She wanted to centralize the client experience & streamline processes by automating tasks. Watch why Caryn chose HubSync to be her one-stop shop.

TESTIMONIAL

Tim's Story

Tim Moy, of MBE, had a tech stack that had evolved over time and was confusing to clients. With HubSync, Tim was able to provide a single pane of glass experience.

2026 Customer Advisory Board

Our 2nd Annual Customer Advisory Board (CAB) meeting will be held September 1st - 3rd, 2026 in Franklin, TN. Join fellow clients and connect with other innovative firms to help shape the future of tax and accounting technology. Want to join us? Simply send a request to sales@hubsync.com .

After evaluating Aiwyn, Amelio, SafeSend Signatures and Ignition for engagement letter tools, our team selected HubSync as the only solution capable of handling the scale and complexity we needed. A broader rollout is planned later this year.

Chief Financial Officer

Top 20 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 exited to offer a client collaboration platform and workflow automation and tracking solutions to enhance the efficiency of our team's client delivery tools.

Chad Pinson

CEO & Managing Partner, CRI

The best solution that the industry has to offer, and we are looking forward to partnering with them as they continue to enhance their platform.

Top 50 CPA Firm

Chicago

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