Engagement Letter Wizard

Create, route, deliver and track thousands, even 100’s of thousands, of engagement letters, or any type of document with a few clicks.

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Calculate how much you could save:

Number of engagement letters per year, noted below in the thousands: ()

100

110

120

130

140

150

160

170

180

190

200

210

220

230

240

250

100

150

200

250

Estimated annual cost saving:

$0M

Most clients experience payback within just 2 weeks of using the Engagement Letter Wizard.

Can you answer yes to any of the below:

Are your firm templates all over the place, rather than in one place?

Do you have firm documents and/or engagement letters going out for signature without legal or risk reviews and approval?

Are you sending your engagement letters at the same time as your client’s tax returns?

If yes to any of the above, HubSync can help. We can make an immediate impact around risk mitigation, a better client experience and increased efficiency

Today’s way of signing contracts is slow, complicated and expensive

Without HubSync

16 steps

Printed up to 3 times

Cost per contract:
$72.76

HubSync’s Engagement Letter
Wizard offers immediate 60% cost savings and priceless time savings

6 steps

Printed 0 times

Cost per contract:
$26.51

Create document template & add required fields and conditions

Dynamically create documents for clients based on the approved template

Route for internal review/approval (optional)

Deliver to client and/or other parties for e-signature

Notification is sent that all parties have signed the document and executed copy is in a secure system for downloading

100% paperless, signed document letter workflow complete

Create document template &
add required fields and conditions

Dynamically create documents for
clients based on the approved template

Route for internal
review/approval (optional)

Deliver to client and/or other
parties for e-signature

Notification is sent that all parties have signed the document and executed copy is in a secure system for downloading

100% paperless, signed document letter workflow complete

HubSync’s Engagement Letter

No more hours wasted sending out these important but time consuming documents. Send thousands of customizable Engagement Letters (or any standardized document) with just one click.

HubSync’s Engagement Letter Wizard tools allow you to quickly select and email standardized or customized engagement letter(s) to kick off the tax engagement process, saving you significant time and money.

As a preparer, you can send thousands of letters in bulk.
‍
Think of what you can do with all that time and money saved!

Our Engagement Letter Wizard tool provides even more valuable functionality:

Customize the content to the specific engagement needs while controlling changes to risk or compliance specific content

Use building blocks to easily maintain 100’s of templates to keep up to date for regulatory changes

Integration available with your firm’s systems or through HS’s shared Data Services

View blockages in getting your engagement letter signed

By formalizing your engagement letters and strategy, you will see:

Quicker turnaround of Engagement Letters: One client saw 25% of their returned within 24 hours and 90% within 60 days.

Our modern client experience allows for deeper connections & trust with your clients

Opportunity to formalize your relationship and statements of work

And great opportunities to save money and time and add significant value

A reduction in risk due to the controlled customized content

Simplify and automate the tax preparation and consulting process from start to finish.

As a firm professional:

Quickly select thousands of documents that will be emailed directly to your clients. This digitized process will:

Provide transparency

Minimize any misunderstandings and clearly state services upfront to avoid scope creep

Promote client confidence

All signed documents are found in HubSync that can be easily searched, filtered or grouped any way you choose

In addition, HubSync uses e-Sign integration to digitally and safely deliver the documents through our eSignature process. Further, with HubSync, you can download and store all completed PDF documentation in the firm’s own document management system.

Even setup is easy. Using our Shared Data Service module, client information gets automatically populated into HubSync.

As the client:

All you need to do is e-Sign from the secure link. The client (and other signors if applicable) receives an email with a clickable link to be able to read, review and sign the document.

It’s that easy! And your clients are going to love the simple, modern way to get these letters signed without the hassle of downloads, printing and scanning back to email!