AI Agents Built for Tax & Accounting

FREQUENTLY ASKED QUESTIONS

You’ve Got Questions, We’ve Got Answers

• What is HubSync Halo?

  HubSync Halo^TM is the central AI orchestration engine that powers every agent and automation across the HubSync platform. It coordinates specialized AI agents across five engagement stages — Engage, Gather, Prep & Review, Deliver, and Close & Advise — while maintaining complete transparency through the Agents Control Center. Halo validates, plans, dispatches, and supervises every request, keeping your firm in control at every step.

• How does HubSync Halo handle the full tax engagement lifecycle?

  HubSync Halo^TM orchestrates five connected stages. It starts when a client signs an engagement letter — triggering workspace creation, document requests, and billing automatically. It then manages data collection with intelligent classification and follow-up agents. In Prep & Review, it extracts data from source documents, builds binders and workpapers, and maps to your tax compliance software. At Deliver, it handles e-file authorization, validation, IRS submission, and rejection handling. And in Close & Advise, it surfaces advisory opportunities and rolls forward everything needed for next year.

• How does HubSync Halo help with document-heavy PBC and tax work?

  AI classification agents identify every uploaded document type — W-2s, 1099 variants, K-1s, schedules — and automatically match them to the request list or PBC checklist. Document summarization extracts key figures and flags anything different from prior year. Follow-up agents send personalized reminders naming the exact documents still missing. The result: preparers arrive fully briefed without opening every file.

• How does the MCP server work?

  The HubSync MCP server lets outside AI assistants — like Microsoft Copilot, Claude, and ChatGPT — safely connect to your engagement data, documents, and workflows. Your team can ask these tools questions or give them tasks, and they'll work directly with HubSync on your behalf. Everything is protected by the same logins and permissions you already use in HubSync, so people only see what they're allowed to see. Every action the AI takes is recorded, and administrators decide exactly what these assistants can do and where they can do it. 

• Is my data safe with HubSync Halo?

   AI should make your firm more efficient—not introduce new risks or uncertainty. That’s why every layer of HubSync Halo's^TM AI is designed with control, transparency, and data protection at its core. You get the benefits of automation and intelligence, without giving up oversight or trust. 
  

  1. Client data is never sent to or stored by AI model providers
  2. Client data is never used to train AI models
  3. Every AI action is logged and auditable
  4. Your staff still approves at critical steps — HubSync^TM Halo doesn't file anything without a human checkpoint

   

• What is the Agents Control Center?

  The Agents Control Center is a centralized hub that gives your firm complete transparency into what every AI agent is doing across every engagement. You see live thinking steps, action queues for human review, and a full audit trail. Nothing automated ships without firm approval — human-in-the-loop validation is embedded at every decision point.