HubSync x Carr Riggs & Ingram CPAs and Advisors Case Study
Rapid Digital Transformation Enhancing Operations and Client Experience
ABOUT CARR RIGGS & INGRAM CPAs and ADVISORS
CRI is a Top 25 accounting and advisory firm driven by relationships to cultivate growth. From traditional accounting services to leading-edge business support, technology resources, assurance offerings, CRI’s breadth and depth of expertise takes clients from compliance to competitive advantage.
CRI has over 2,000+ professionals, over 35 markets served in US and Mexico, and ore than 10,000 clients nationwide in 13 states.
Challenges
As the 2023/2024 tax season approached, CRI wanted to increase consistency
across offices and improve processes for automation, standardization and insights for all of their services offered. Seeking to modernize and lead the way in transforming their firm, CRI pursued a solution to centralize tasks, automate processes, and seamlessly track progress making decisive choices to ensure
success and ease for their employees and clients. HubSync stepped in, offering a tailored platform to revolutionize their busy season operations, providing real-time collaboration, task automation, insights for enhanced efficiency and client services and mitigating risks for all service lines.
Solutions
CRI tax leadership was quick to recognize the power of the HubSync platform and decisively chose to jump all in. From signed contract in November 2023 to full roll out in January 2024, both firms worked closely to integrate HubSync key modules first – Engagement Letter Wizard, Tax Organizer and 8879 - for a successful 2023 tax season kick off by automating the beginning of the tax gathering requirements.
“The innovative team at HubSync meshed seamlessly with the CRI philosophy of continuous improvement. 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 work closely with HubSync 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.”
Solutions
Project Kickoff
Engagement Letters and Organizers Sent
8879 & eSign Launched
Tax Return Breakup Deployed
Workflow Tracking
Client Data Integration
“The leadership team at Carr, Riggs & Ingram just “gets it” - they know technology and they know they need to modernize fast to reach their client and employee goals. They are decisive, quick to action, and were qualitatively involved to help us get them ramped up and ready for tax season in a short 4 months”
Metrics
Year 1 -$3.2 M in ROI for ELW alone
70k EL’s sent with an average toruaround time of 30 days
5000+ 8879’s sent within a 45 day period with an average turnaround time of 30 days
Shared communication with tens of thousands of clients on HubSync platform
200k documents uploaded in 90 days in client portals
Over 100k Workspace created - for all entity types
Solutions
100% Centralization
Fast Turnaround for Clients Signatures
100% Tracking & Visibility
Integrated Analytics Dashboards
One-stop for all Clients Needs & Documents
Standard Client info Gathering
