case study
EisnerAmper x HubSync Case Study for Allinial Global
End-to-End Tax Automation in Action
Client Overview
EisnerAmper is one of the largest accounting and business advisory firms in the United States, serving clients across industries including financial services, real estate, private equity, and technology. The firm was ranked #15 among the IPA 500 (the 500 largest firms) by INSIDE Public Accounting in 2025, with Michael Laveman taking the lead as Managing Partner of the firm's Tax Practice and serving as a member of the Executive Committee. Headquartered in New York, the firm has nearly 5000 employees and operates with a dual focus on innovation and client experience. EisnerAmper is a marquee member of Allinial Global.
The Challenge
EisnerAmper sought to modernize the client experience around tax, audit, advisory, and outsourcing.
Despite strong growth and a commitment to technology enablement, the firm faced challenges common to large professional services organizations.
Before HubSync, engagement letters required coordination across several administrative teams and systems. Each step involved manual inputs, leading to inefficiencies and inconsistent data flow.
The Solution
HubSync partnered with EisnerAmper to implement a connected suite of modules designed to automate client engagement, streamline workflows, and enhance collaboration between internal teams and clients.
Gateway
Enhanced client portal experience with news feed and persona mapping
Engagement Letter Wizard (ELW)
Creation, routing, and eSignature of engagement letters
PBC
Enhanced document and rollover functionality
E-File Authorization
Automated extension and filing workflows
Tax Return Breakup (TRB)
Improved document segmentation and delivery
Tax Return Tracking (TRT)
Visibility into return status
Recent Enhancements
These capabilities were complemented by detailed business requirement documentation co-developed by EisnerAmper’s Tax Technology leadership and HubSync’s engineering team, ensuring traceability from design through deployment.
Signature & Routing Enhancements
Dynamic routing, wet signature support, and change-in-signatory improvements.
Identity & Access Management
Okta integration with auto-provisioned user roles.
Engagement Letter Workflow Improvements
New bulk resend functionality in ELW.
Authentication & Platform Upgrades
Passwordless login, social sign-in, and enhanced email tracking across the core platform.
Outlook & eSignature Integration
Outlook plug-in developed as a DocuSign replacement (currently in testing).
Data & Reporting Integration
Power BI integration to push engagement data directly from HubSync’s APIs.
Tax Return Builder Pilot
TRB piloted for individual returns during the 2025 tax cycle, in preparation for firm-wide rollout for the next busy season.
Results
Since launch, the partnership has driven significant adoption and productivity improvements:
METRIC
METRIC
Average processing time per engagement letter
~12 minutes end-to-end
(from preparation to billing and document retention)
Engagement letters completed
(completed letters plus wet signature completed)
30,000+
Average turnaround time
19.97 days
from signature to send
Qualitative Outcomes
Operational Efficiency
Reduced manual effort and turnaround time for engagement letters
Compliance & Governance
Improved compliance and data integrity through controlled user roles and audit trails
Brand Consistency
Enhanced branding and consistency across client communications
Future-Ready Analytics
Scalable foundation for future analytics and AI-driven insights
HubSync Impact
Client Portal Expansion
Replacing the legacy portal with HubSync’s Gateway portal and PBC List by the end of 2025.
Workflow Acceleration
Leveraging HubSync’s Last-Mile Automation to simplify and accelerate workflow updates ahead of busy season.
Enhanced Client Experience
Delivering a clean, intuitive, and low-maintenance experience for clients during the next busy season.
Looking Ahead
The firm is now expanding adoption of HubSync’s client-facing modules, including the Gateway portal and PBC List, which will fully replace its legacy portal. EisnerAmper’s team describes these tools as clean, intuitive, and low-maintenance, and expects them to play a central role in enhancing client experience during the next busy season.
The team also plans to leverage HubSync’s Last Mile Automation capabilities to simplify and accelerate workflow updates ahead of the next busy season.
Partnership Timeline
Phase 1
Foundation (Late 2024-Early 2025)
- Launched core modules: Gateway, Engagement Letter Wizard (ELW), PBC, and Tax Organizer
- Automated engagement letter routing and eSignature
- Introduced Batch Extensions & e-File Authorization workflows
- Began initial SAP data integration for engagement synchronization
Phase 2
Workflow Automation (Mid–Late 2025)
- Piloted TRB for individual returns during the 2025 tax cycle, preparing for firm-wide rollout in the upcoming busy season
- Introduced dynamic routing, wet signature, and change-in-signatory features
- Integrated Okta for single sign-on and role provisioning
- Upgraded core platform with passwordless login and email tracking
Phase 3
Enterprise Integration
- Implemented SAP CPI integration for bi-directional data flow
- Connected HubSync to iManage and XCM for document and workflow tracking
- Established dependency logic to ensure data accuracy
- Enabled Power BI reporting via HubSync APIs
Phase 4
Advanced Enhancements (Ongoing)
- Launched bulk resend functionality and Shared Links (ShareFile replacement)
- Introduced Outlook plug-in (DocuSign replacement, in testing)
- Expanded documentation and integration stability
It's "Onboard & Gather" Time Again!
Let’s see if we can help you this tax season:
Let’s see if we can help you this tax season:
