case study

How Top CPA Firms are Fueling Their Growth

The top 100 CPA firms trust HubSync for their automation and client experience delivery.

Award-Winning Innovation

We are thrilled to announce that HubSync has been recognized from such prestigious organizations as Deloitte, Boomer Consulting, CPA Practice Advisor, and Globee to name just a few.

Winner, Boomer Visionary Award

Winner, Stevie Award

We are thrilled to announce that HubSync has been honored with a prestigious award from Deloitte twice!

Winner, Globee Awards Gold

4x Winner, Technology Innovation Award

Partnerships

Carr 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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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