MBE CPAs had already sketched out the future it wanted: a single pane of glass where clients and staff could handle every step of an engagement without logging into separate systems. By consolidating a fragmented technology stack onto HubSync, the mid-market firm brought big-firm technology to its practice and built a firm that puts client experience ahead of everything else.
87,000+
Documents Uploaded
17,000
Client Collaboration Workspaces
1
Unified Client & Firm Experience
Challenge
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A fragmented technology stack, with a different tool for nearly every step of client engagement.
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Clients and staff logging into system after system, none of which spoke to each other.
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A last-mile automation tool landing at only a 50 to 60 percent success rate.
Results
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Consolidated six disconnected workflows onto one platform, giving clients and staff a one-stop shop.
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Uploaded 87,000+ documents across 17,000 client collaboration workspaces.
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Last-mile automation performing substantially better than the prior 50 to 60 percent success rate, moving hours to more strategic tasks.
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Knowledge-based authentication signing improvements that MBE calls a game changer for clients.
We believe in the jockey, which is the team at HubSync. They're listening to us, and they're evolving.
| Before HubSync | With HubSync |
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Clients and staff logged into system after system, none of which spoke to each other
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Clients log in to a one-stop shop with everything they need in one platform
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Returns went out through SafeSend, and organizers were printed from CCH |
Client portal, tax return delivery, last-mile automation, e-file, e-signature, and organizers live on one platform
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Organizers were manually printed from CCH, with some mailed on paper |
Organizers live on the same platform as the rest of the engagement
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The last-mile tool succeeded only 50 to 60 percent of the time
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Last-mile automation has performed substantially better, moving hours the team spent cross-comparing to more strategic tasks
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FAQ
A mid-market CPA firm can bring big-firm technology to its practice by consolidating disconnected tools onto one platform and building around client experience. MBE CPAs, a firm of roughly 230 people, replaced separate tools for return delivery, organizers, and last-mile automation, so clients and staff now log in once and find everything they need in one place.
MBE CPAs' experience says yes. MBE, a mid-market firm of roughly 230 people across four states plus international teams, consolidated its client portal, organizers, tax return delivery, e-signature, last-mile automation, and e-file onto one platform. The firm rejected the assumption that this level of technology is too big or too expensive for firms its size.
No. MBE CPAs committed to the full platform but moved one capability at a time while keeping momentum, standing up last-mile delivery and turning on auto-classification as new tools became available. Decisions that needed more
voices went to a team meeting and came back resolved, which kept the rollout from stalling in analysis.
MBE CPAs replaced a patchwork of point tools, including SafeSend for return delivery and multiple last-mile automation products, and moved away from manually printing organizers from CCH. Those workflows now live on one platform alongside the client portal, e-signature, and e-file, so clients and staff no longer log into separate systems that don't talk to each other.