Meeting the Expectations of a New Generation of Clients - Rethinking the Tax & Audit Experience

“Where does this stand?” If your team frequently encounters that question, the issue isn’t just the work; it’s the experience. Younger decision-makers expect quick answers, status updates at a glance, and a single place to get things done. When updates get buried in inboxes and tasks are scattered across tools, confidence drops and timelines stretch. The market is already reacting to this. 

Many (70%) of U.S. companies say they’re likely to switch tax and audit firms within three years, often citing high fees (44%), poor communication (28%), and a lack of innovation (21%) as reasons. That’s a signal that the experience around the work matters as much as the work itself. So, if that’s the message, what are clients actually asking for?

What Today’s Clients Expect

Younger decision-makers expect the same ease they get from the apps they use every day: real-time visibility, quick answers, and fewer hoops to jump through. They want to know what’s needed, where things stand, and when they’ll be completed, without having to chase status or dig through email threads. Meeting that expectation requires a shift in how the journey is managed, not just when the final deliverable is produced.

Raising the Bar Without Adding Hours

That expectation sets the bar for firms. However, meeting it doesn’t mean longer hours; it means rethinking the client journey from the first request to the final delivery. The most effective approach is to make transparency the default and collaboration the norm, supported by tools that eliminate friction for both parties. This is precisely where HubSync fits.

How HubSync Makes It Easy

Instead of scattered portals and one-off updates, firms can bring clients into a single, shared workspace designed for tax, audit, and advisory.

• Secure client workspaces: Every engagement gets a dedicated home for requests, files, and status updates through HubSync’s Client Portal & Delivery and Data Collection (PBC) solutions. No inbox scavenger hunts or version confusion.
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• Automated visibility and reminders: With Workflow Tracking and Planning & Analytics, firms can see progress at a glance while built-in reminders keep teams and clients aligned. Real-time updates on what’s pending, reviewed, or complete help maintain momentum and build trust from the start.
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• Integrated workflows: Behind the scenes, Gateway and eSign connect critical steps across the engagement, allowing professionals to focus on the work clients value instead of managing disconnected systems.

When the process is this clear, the business results follow.

The Payoff for Firms

With clear visibility and fewer manual touchpoints, cycle times shorten and questions surface sooner before they become surprises. Clients feel informed and in control, which makes renewals more natural, referrals more frequent, and fees easier to defend. Technical accuracy remains the baseline. The edge comes from an experience that’s faster, clearer, and more responsive. 

So, where should you start?

Start small and focus on the step with the highest friction. Move document collection, status updates, or client Q&A into a HubSync workspace for your next engagement. You’ll cut the back and forth, create a single source of truth, and give clients the on-demand access they already expect.

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 can actually enjoy the process. That’s why top firms rely on HubSync’s integration capabilities to modernize their work and the way they’re experienced.

Ready to meet the expectations of a new generation of clients? Book a demo with one of our experts at https://hubsync.com/contact-us.