case study
Anchin transforms their Tax Practice utilizing HubSync Platform
End-to-End Tax Automation in Action
About Anchin
Anchin is a Top 50 accounting and advisory firm offering clients a comprehensive range of financial and advisory services.
Top-Tier Accounting Firm
Providing advisory, assurance, private client, financial services, tax solutions
Industry Leadership
Member of the AICPA Major Firm Group and BKR International
Commitment to Innovation
Embracing digital transformation to enhance client service
Client-Focused Approach
Dedicated to providing personalized financial solutions
Strategic Opportunity
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.
Limited Visibility & Reporting
Time-consuming manual exports and static lists, multiple centers of truth, and significant data cleanup from workflow systems to produce usable reports.
Inefficient Engagement Letter Process
A non-standardized, manual process with inefficient tracking through Excel, repeated follow-ups to obtain client signatures, and manual methods to check for signed ELs before starting the work.
Disparate Platforms
Relying on several unconnected platforms to deliver returns and reports, gather work papers, and send engagement letters and 8879 forms.
Inefficient E-Filing Process
Late-night filing rushes due to manual tracking and follow-up for 8879 forms, and repeated re-uploads of tax returns to the EFS when files expire.
Outdated Tax Return Assembly
A manual, multi-step assembly and verification process that requires 4–5 reviews of each return before it can be delivered to the client.
Solutions
Anchin implemented key HubSync modules to address their challenges and help improve their operating efficiency:
Engagement Letter Wizard &
8879 Automation
Centralized platform for sending, tracking, and managing client engagement letters and e-file authorization forms with automatic reminders to clients and automation which saves documents directly into the DMS
Client Portal &
Document Management
Single platform for clients to access tax returns, submit workpapers, and interact with the firm
Tax Return Tracker (TRT)
Real-time visibility into tax return status with customizable views for different deadlines and preparers
My Signatures
Centralized e-signature solution for other documents, eliminating the need to chase signed documents
HubSync’s and Anchin’s Approach to Success
HubSync went far beyond software implementation, working in tandem with our team to create a 7 steps process to automate an accounting workflow.
Factors for a successfull implementation:
- Strong implementation team partnership
- Clear North Star for the change (defining the “why”), clear KPIs/ROIs, and a comprehensive internal and client communication plan
- Extensive process evaluation before technology implementation
- Responsive support and customization
- Extensive data examination and clean up prior to implementation
- Phased implementation approach
From Chaos to Clarity
Anchin's journey with HubSync demonstrates how the right technology partnership can transform operations and enhance client experience:
Implementation Roadmap 2026
Anticipated rollout of additional HubSync capabilities
Q1
Tax Return Breakup module implementation
Q2
Last Mile Automation pilot program
Q3
Advisory Engagement Letters rollout for CAS and Family Office
Q4
Resource Management integration exploration
Looking Ahead
Anchin continues to expand their partnership with HubSync, with plans to implement additional modules and capabilities:
Last Mile Automation
Exploring automation solutions for final stages of tax preparation process
Resource Management Integration
Investigating ways to integrate resource management tools with HubSync platform
Tax Return Breakup
Next module in implementation pipeline to further streamline tax return processing
Advisory Engagement Letters & NDAs
Expanding engagement letter capabilities as well as centralizing process for NDAs
HubSync Impact
The interaction with the HubSync Team has been the most surprising. They listen to our challenges and partner with us on solutions. When we make recommendations they have a good conversation about it, ask questions to dig in, and then help us customize the system to support the client and employee experiences we want to provide. They also focus with us on our future vision and thinking about how we want to perform work in the future.
The HubSync platform brought automation and better visibility into our workflow and data. This supported a complete reimagination of a variety of processes, for example our Assembly and E-file processes. Implementing HubSync and reimagining our processes enabled us to drastically reduce overtime and eliminate temps in both e-file and assembly, resulting in savings while creating a better experience for our client service teams.
Our Partners felt they spent much less time chasing signed e-file forms and Engagement Letters and had better visibility into tax return status (such as e-file status) thanks to HubSync. Many said they were finished with their e-filings much earlier than in past seasons and that HubSync saved about 50% of the effort in these areas, reducing stress.
200K
Reduction in OT and Seasonal Temp Help for Assembly & E-Filing
100%
Assembly/Efile Seasonal
50%
Reduction in Partner Administrative Activity time on activities such as organizing, creating and tracking Engagement Letters, sending and tracking tax returns, tracking what’s been e-filed and accepted, and chasing client-signed forms and returns
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:
