Engagement Letter Wizard

Create, route, deliver and track thousands, even 100’s of thousands, of engagement letters with a few clicks.

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$0M

AI & HubSync

Can you answer yes to any of the below:

Today’s way of signing contracts is slow, complicated and expensive

Without HubSync
Cost per contract:
$72.76

HubSync’s Engagement Letter
Wizard offers immediate 60% cost savings and priceless time savings

Cost per contract:
$26.51
Create document template & add required fields and conditions
Dynamically create documents for clients based on the approved template
Route for internal review/approval (optional)
Deliver to client and/or other parties for e-signature
Notification is sent that all parties have signed the document and executed copy is in a secure system for downloading
100% paperless, signed document letter workflow complete
Create document template &
add required fields and conditions
Dynamically create documents for
clients based on the approved template
Route for internal
review/approval (optional)
Deliver to client and/or other
parties for e-signature
Notification is sent that all parties have signed the document and executed copy is in a secure system for downloading
100% paperless, signed document letter workflow complete

Client success story

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!

AI✨ Enabled

Integrating AI, HubSync streamlines the process of reviewing and analyzing documents by leveraging AI algorithms to automatically identify key clauses, extract relevant information, detect potential risks, and ensure compliance, saving time and reducing human error. More specifically:

AI Workflow - Approval Routing– detects changes to data contained in a letter that require approval for certain departments (e.g. Administrators, Finance, Legal)​
AI Assist - Analyzes text for anything that might be missing or deemed unacceptable​ and provides suggestions​
AI Text Assist Additional Features: 
  
• Summarize, Rephrase, Improve, Elaborate & Define tone of voice

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, 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!

Interested in learning more?

Click below to get in touch with us.

Book a Demo
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