Engagement Letter Wizard
Create, route, deliver and track thousands, even 100’s of thousands, of engagement letters with a few clicks.
Calculate how much you could save:
Estimated annual cost saving:
AI & HubSync
Can you answer yes to any of the below:
Client success story
2022/23, with a cost saving of $4.2m.
Today’s way of signing contracts is slow, complicated and expensive
$72.76
HubSync’s Engagement Letter
Wizard offers immediate 60% cost savings and priceless time savings
$26.51
add required fields and conditions
clients based on the approved template
review/approval (optional)
parties for e-signature
Why HubSync?
HubSync’s Engagement Letter
No more hours wasted sending out these important but time consuming documents. Send thousands of customizable Engagement Letters (or any standardized document) with just one click.
HubSync’s Engagement Letter Wizard tools allow you to quickly select and email standardized or customized engagement letter(s) to kick off the tax engagement process, saving you significant time and money.
As a preparer, you can send thousands of letters in bulk.
Think of what you can do with all that time and money saved!
Our Engagement Letter Wizard tool provides even more valuable functionality:
By formalizing your engagement letters and strategy, you will see:
As a firm professional:
In addition, HS uses AssureSign to digitally and safely the documents through our eSignature process. Further, with HS, you can download and store all completed PDF documentation in the firm’s own document management system.
Even setup is easy. Using our Shared Data Service module, client information gets automatically populated into HubSync.
As a firm professional:
All you need to do is e-Sign from the secure link. The taxpayer (and spouse if applicable) receives an email with a clickable link to be able to read, review and sign the document.
It’s that easy! And your clients are going to love the simple, modern way to get these letters signed without the hassle of downloads, printing and scanning back to email!
