ENGAGE & GATHER

Engage Clients. Gather Everything. Zero Chaos.

Our Engage & Gather solutions unify Engagement Letters, Tax Organizers, PBCs, My Signatures, Document Management, and Outlook email all into one connected layer, so every interaction feels seamless—and nothing falls through the cracks.

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FRICTIONLESS STARTS, EVERY TIME

Make Client Onboarding the Easiest Part of Every Engagement

Today’s most progressive CPA firms are done wasting time on that chaotic first mile of every engagement—the messy stretch of endlessly chasing organizers, source documents, and signatures just to get work started. HubSync eliminates that friction by giving clients what they really want - one unified, digital experience for clients to respond, upload, and review, so your team can stop “waiting on info” and start doing the high value work clients actually pay you for.

ONE CONNECTED JOURNEY, ZERO GAPS

Everything You Need to Power a Modern Client Journey

Each solution in the Engage & Gather phase plays a focused role in simplifying every client touchpoint. Together, they form a connected toolkit that reduces back‑and‑forth, keeps everything in one place, and gives your team confidence that nothing is missing when it is time to start the real work.​
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Our Solutions

AI-Powered Engagement Letters

Engagement Letter Wizard lets your firm create, send, e‑sign, and track thousands of engagement letters and other critical documents with just a few clicks. By standardizing templates, integrating e‑signature, and providing a real‑time status dashboard, it eliminates manual chasing and paper processes so you can start work faster and boost both efficiency and client experience


Explore Engagement Letter Wizard

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AI-Driven Data Collection

HubSync's Data Collection / PBC module streamlines gathering individual and entity data through intuitive Tax Organizers and PBC request lists that auto-populate into one place. With one-click tax software integration, drag-and-drop uploads, due date tracking, and machine learning for intelligent document processing, clients enjoy a smooth digital experience while your team eliminates manual rekeying and spots discrepancies automatically

 

Explore Tax Organizer & PBC

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Send, Sign, Track—Documents Made Simple

HubSync’s My Signatures feature makes it simple for firms and clients to send, sign, and track documents electronically. Designed for flexibility and  transparency, My Signatures helps streamline your document workflows with intuitive tools, expanded file support, and enhanced visibility

 

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Finally, Document Management Designed for CPA Firms

HubSync’s Document Management System integrates seamlessly with your entire tax workflow—from intake to e-filing—delivering the modern, centralized storage your firm needs. Say goodbye to scattered files and manual hunts; enjoy secure, searchable access with version control and real-time collaboration that keeps teams aligned

 

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Request Files and E-Signs Directly from Outlook

HubSync’s Outlook Plug-In lets CPAs request files, send secure shares, and handle e-signatures directly from Outlook, eliminating app-switching during email workflows . With simple options—Send File, Request File, Request e-Sign—your team stays in Outlook to launch organizers, PBC lists, or signatures, keeping client interactions fast, secure, and integrated

 

Explore Outlook Plug-In

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Key Benefits
Project Management@2x

Seamless Client Intake

Unifies engagement letters, organizers, PBC requests, signatures, and documents into one digital flow, eliminating email chases and app-switching for faster starts on every engagement.
Concept@2x

AI-Powered Efficiency

Intelligent document processing, auto-population from prior years, and real-time tracking cut manual rekeying and errors, freeing CPAs for advisory work.
Distribution@2x

Centralized Document Control

Secure storage, version control, and Outlook integration keep everything in one searchable hub with due dates, comments, and permissions.
User Feedback@2x

Superior Client Experience

Branded mobile uploads, one-click e-signs, and guided questionnaires make data gathering intuitive and modern, boosting satisfaction and response rates.​
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EVERY CLIENT STARTS IN SYNC

Everything Connected for Modern Client Intake & Data Collection

HubSync’s Engage & Gather solutions transform client intake from fragmented chaos into a unified, AI-powered experience across Engagement Letter Wizard, Tax Organizer & PBC, My Signature, Document Management, and Outlook Plug-In. Firms gain seamless workflows, intelligent automation, centralized control, and delighted clients—all in one connected suite that starts every engagement strong and keeps teams focused on high-value work 

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FREQUENTLY ASKED QUESTIONS

You’ve Got Questions, We’ve Got Answers

STAY AHEAD IN TAX TECH

Latest Insights from HubSync Blog

Explore expert articles on workflow automation, CPA trends, and HubSync innovations—dive into our blog for actionable tips that streamline your firm’s operations today.
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See HubSync in Action

See firsthand how HubSync consolidates your entire tax workflow into one intelligent AI-enabled workflow automation platform. Schedule a demo and discover why leading accounting firms trust us to power their operations.