Case Study

Anchin transforms their Tax Practice utilizing HubSync Platform

End-to-End Tax Automation in Action
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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.
Product Roadmap CircleBG@2x
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.
Supply Chain Circle BG@2x
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.
Feasibility CircleBG@2x
   Disparate Platforms

Relying on several unconnected platforms to deliver returns and reports, gather work papers, and send engagement letters and 8879 forms.
Marketing CircleBG@2x
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.
User Feedback CircleBG@2x
Outdated Tax Return Assembly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.

HubSync solutions built for the challenges you face every day
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
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HubSync’s and Anchin’s Approach to Success

HubSync went far beyond software implementation, working in tandem with Anchin to create an automated accounting workflow.

Factors for a successful 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

  • Extensive data examination and clean up prior to implementation

  • Phased implementation approach
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From Chaos to Clarity

Anchin's journey with HubSync demonstrates how the right technology partnership can transform operations and enhance client experience:

Solution Timeline

Step 1

Data Clean Up & Engagement Letter Wizard 

Step 2

Client Experience to include Gateway, PBC, Organizer + Outlook Plug In

Step 3

Tax Return Delivery and Internal Operational Efficiency

Step 4

Last Mile Automation Pilot and More To Come
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.
penelope
Penelope Bustamante
Chief Operating Officer at Anchin, Block & Anchin LLP
$
200
k

Reduction in OT and Seasonal Temp Help for Assembly & e-Filing

100
%

Seasonal Temps Eliminated


50
%

Reduction in Partner Administrative Activity time

 

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