How Agentic AI Will Redefine Productivity in Accounting

If your team spends time chasing documents, nudging for updates, and answering “Where does this stand?”, you’re already feeling the gap between automation and what modern tax and accounting firms need. Talent is in short supply, with approximately 340,000 fewer accountants in the U.S. than there were a few years ago. Workloads aren’t slowing, and leaders want efficiency and productivity gains that don’t just depend on adding headcount.

What’s Different About Agentic AI

Most firms have automated the repetitive steps. Agentic AI takes it a step further with intelligent systems that can reason, plan, and act autonomously within clear boundaries, collecting the right data, flagging inconsistencies, launching follow-ups, and surfacing what matters for review. Think “managing outcomes,” not just automating tasks. This approach integrates workflow automation, real-time status tracking, and connected ecosystems for a seamless digital client experience.

HubSync’s built-in assistant, Winnie AI, currently enables conversational interactions on the website, allowing visitors to ask questions in plain language. Soon, Winnie AI will be coming to the platform itself, where users will be able to retrieve documents, summarize data, or update client workspaces. This makes agentic AI actionable right within the platform. And because HubSync supports no-code automation, firms can create or customize workflows without technical support, ensuring innovation is accessible to every team.

And the timing makes sense. The use of AI in audits jumped from 8% to 21% in just one year. Early deployments show 20–40% in productivity gains, even though most tools today are still limited in scope. Analysts expect more adaptive, agentic systems to multiply the impact of automation by the end of the decade. With continuous learning built in, these systems get smarter over time, improving insights and workflow efficiency across tax, audit, and advisory.

The momentum is real; now let’s make it last.

Guardrails First, Then Acceleration

To capture those gains without adding risk, let software take initiative while humans stay in control. Implementing a simple playbook helps in the following areas:

• Oversight: every action traceable; every suggestion reviewable.
• Auditability: durable logs that allow reviewers to see what happened and why.
• Security: least-privilege access and clean boundaries for client data.

With guardrails in place, you can hand more “between work” to software while your team focuses on analysis, strategy, and client conversations.

Where HubSync Fits Right Now

Agentic AI performs its best work within a connected workspace, rather than a patchwork of point tools. That’s exactly what HubSync provides, giving “agentic” room to run:

• Client workspaces — One place for requests, uploads, messages, and status. Integrated platforms allow AI to coordinate follow-ups and keep both parties in sync.
• Automated updates & reminders — Built-in nudges reduce status-chasing and create the scaffolding that agents need to plan the next step.
• Shared dashboards (Planning & Analytics) — At-a-glance visibility into pending, in review, and completed tasks, allowing reviewers to quickly approve or redirect. AI-driven insights make it easy to identify trends, exceptions, or bottlenecks.
• Integrated workflows (Gateway) — Connected steps across tax, audit, and advisory, so agents don’t dead-end between systems and your team isn’t stuck doing handoffs.

As agentic patterns take hold, the immediate impact is a steadier flow — handoffs get cleaner, cycles move faster, and “Where does this stand?” fades into the background.

Try It on One Loop

To make this real, start small and prove it. Select a single friction loop (PBC follow-ups, document collection, or clearing common review comments) and run it within a HubSync workspace. Let software own the “nudge → gather → surface for approval” cycle while you measure cycle time and back-and-forth. If the metrics improve, expand the same pattern to the next loop.

Why HubSync

‍HubSync’s mission is to simplify and automate tax and accounting for CPA firms with best-in-class technology so professionals and clients enjoy the process. Top firms rely on our integration capabilities, AI-driven insights, and end-to-end automation to modernize their work today and prepare for what’s next with agentic AI.