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:
Simplifying the E-Signing Process
Traditional e-signing workflows often create unnecessary steps and confusion. HubSync standardizes the process, making it consistent, efficient, and easy to manage.
With HubSync
- Client and spouse information automatically linked and verified
- Secure delivery ensures all signers receive the request
- Guided e-signing keeps the process fully digital
- Central dashboard displays signing status in real time
- All signed documents stored in a single, organized location
Client success story
25% of letters were signed and stored in HubSync within 24 hours of sending!
Client response overwhelmingly positive.
One client sent 90,000 letters in 2022/23, with a cost saving of $4.2m.
Simplify Engagement Letters with HubSync
Fewer steps. Lower costs. A seamless, paperless experience for your team and clients.
e-signature completion
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
- Customize the content to the specific engagement needs while controlling changes to risk or compliance specific content
- Use building blocks to easily maintain 100’s of templates to keep up to date for regulatory changes
- eSign integration available with your CRM or through HubSync’s Shared Data Services
- View blockages in getting your engagement letter signed
By formalizing your engagement letters and strategy, you will see
- Quicker turnaround of Engagement Letters: One client saw 20% of their Engagement Letters are signed within 3 days and 90% within 2 months
- Our modern client experience allows for deeper connections & trust with your clients
- Opportunity to formalize your relationship and statements of work
- And great opportunities to save money and time and add significant value
- A reduction in risk due to the controlled customized content
As a firm professional:
- Transform your client-firm experience
- Streamline daily tasks and free up your time
- Centralized client access eliminating multiple portraits, logins and systems
In addition, HubSync uses AssureSign to digitally and safely the documents through our eSignature process. Further, with HubSync, 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!
