Document Management System
A document management solution purposely built for accounting firms, by accounting professionals.
Today’s Problem
Accounting and tax firms face document management challenges that hurt productivity, compliance, and client satisfaction.
Poor Integration
Disconnected systems create data silos across DMS, tax prep, portals, and workflow.
Fragmented Storage
Documents spread across drives, SharePoint, and legacy tools slow everyone down.
Aging Legacy Systems
Missing modern features like co-editing, cloud integration, and intuitive UI.
Search Issues
Teams waste time because they can’t quickly find the right document.
Manual Intake & Metadata
Ingestion, routing, and tagging create busy-season bottlenecks.
Compliance & Retention
Audit trails, permissions, and retention policies take constant manual effort.
The AI-Powered Solution
Integrated with your end-to-end HubSync workflow, HubSync’s Document Management System provides a single view into all files across your firm—from client workspaces and engagement letters to tax forms and 8879s.
Built specifically for accounting firms, it includes native Microsoft 365 editing, advanced search, secure external sharing, eSignature, and AI-powered capabilities.
Competitive Differentiation
- Unified Platform: The only solution on the market with native integration across engagement letters, tax organizers, eFile, and PBC
- CPA Firm Specific Design: Purpose-built for accounting firms vs. generic document management
- Modern Experience: Contemporary UI with features like co-editing that competitors lack
- Advanced Search
Core Document Management
- Centralized Repository: Single pane view for all documents across workspaces, engagement letters, tax forms, and client files
- File & Folder Management: Create, upload, organize files and folders with traditional DMS views (personal, shared drive, favorites, recent, collections)
- Native MS365 Co-editing: Real-time collaboration on Office documents without leaving the platform
- Version Control & History: Complete version tracking with rollback capabilities and activity history
- Advanced Search: Full-text search with faceted filtering by metadata, dates, tax years, and document types
- Recycle Bin: Soft delete with restoration capabilities
Collaboration & Sharing
- Commenting System: Inline comments with @mentions for seamless collaboration
- Internal / External Sharing: Secure link sharing with password protection and expiration dates
- Client Workspace Integration: Integrated with the workspace for clients to upload and view documents
- Request Files, Shared Links, Native eSignature, and AI Summaries
Administrative Controls
- Data Retention Policies: Configurable retention rules with auto-purge capabilities
- Role-Based Permissions: Granular access controls from application to file level
- Audit Trail: Complete logging of all document activities (access, modifications, downloads)
- Metadata Management: Customizable metadata fields with automated tagging capabilities
Advanced Features
- RAG Search & AI: Semantic search with large language model integration for intelligent document retrieval
- Automated Metadata Tagging: AI-powered document classification and metadata extraction
- Workflow Integration: Document-driven workflow automation with status tracking
- Analytics & Reporting: Comprehensive reporting on usage and retention
Why CPA Firms Need This Today
CPA firms are under more pressure than ever to move faster, stay compliant, and deliver a modern client experience—without adding headcount. A generic DMS cannot keep up with that reality; a purpose‑built solution can.
Efficiency your competitors will feel
- Search less, do more. Centralized storage and powerful search dramatically cut the time staff spend hunting for the right version of a file.
- No more double work. Tight HubSync integration removes duplicate data entry across tax, client portals, and workflows, keeping engagements moving.
Revenue and relationships you cannot afford to lose
- Client experience as a differentiator. Seamless, secure file exchange keeps engagements smooth, boosts satisfaction, and makes it harder for clients to justify moving to another firm.
Lower risk in a higher‑stakes world
- Compliance on autopilot. Automated retention policies and complete audit trails help your firm meet regulatory expectations without spreadsheets and manual tracking.
- Stronger protection for client data. Role‑based access, version control, and automated backups reduce the chance of exposure, loss, or embarrassing “wrong file” moments.
Real cost savings, not just “soft benefits”
- One platform instead of many. Replace multiple point solutions and their licenses with a single DMS designed for CPA workflows.
- Faster rollouts, less training. Pre‑built HubSync integrations and an intuitive UI mean teams ramp quickly—no custom SharePoint build or Box retraining required.
