ENGAGE & GATHER > OUTLOOK PLUG IN

Bring Secure File Sharing and e-Signatures into Outlook

HubSync’s Outlook Plug-In embeds Send File, Request File, and Request e-Signatures directly into your email workflow, and manage secure document exchange without ever leaving Outlook.

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Features

These capabilities turn Outlook into a secure hub for sending, collecting, and signing documents, all tied directly into HubSync. Together they reduce app switching, tighten control over sensitive files, and keep client communication flowing in one familiar workflow

SEND SECURELY WITH LINKS YOU CONTROL

Secure File Sharing from Outlook

Enable staff to send files directly from Outlook using secure links, with options for password protection, expiration dates, and access notifications to keep document exchange controlled and auditable

Give Every Attachment a Secure Link

Instead of attaching files directly, generate secure links that can be dropped into the email body, reducing inbox bloat and keeping sensitive documents behind access controls

Advanced Protection Options

Apply passwords, set expiration dates, and enable open notifications so your team can match security settings to the sensitivity of each document and engagement

Centralized Audit Visibility

Track link activity and access history centrally, making it easier to support audits, resolve client questions, and prove secure handling of confidential information

ONE-CLICK, RIGHT-PLACE UPLOADS

Guided Uploads to the Right Folder

Embed upload links in Outlook that are already mapped to a specific HubSync workspace or folder, so every file lands in the right place without staff having to move or rename anything afterward

Keep Documents Out Of Desktops and Shared Drives

Clients send files straight into HubSync instead of emailing attachments that staff must download and re-upload, reducing security exposure and saving time on repetitive handling

Automatic Organization for Every Engagement

Clients send files straight into HubSync instead of emailing attachments that staff must download and re-upload, reducing security exposure and saving time on repetitive handling

OUTLOOK-INITIATED SIGNATURES

Embedded E‑Signature Workflows

Initiate electronic signature requests from Outlook with support for multiple signers, signing order, and fields like signatures, initials, dates, and text, mirroring the capabilities available in My Signature

Configure Signers Without Leaving Outlook

Add primary and secondary signers, define the signing order, and specify who needs to sign, initial, or just receive a copy—all from the same Outlook window where you drafted the email

Place All Required Signature Fields

Drag and drop fields like signature, initials, dates, and text boxes onto the document so signers see exactly where to act, mirroring the full functionality of your existing My Signature experience

Track Signing Status in Real Time

Monitor which signers have opened, signed, or are still pending directly through the integrated workflow, helping staff nudge clients at the right time and avoid bottlenecks near filing deadlines

FLEXIBLE SECURITY

Match Security to Every Engagement

Apply three levels of access—public links, name and email collection, or passwordless secure links with one-time code verification—plus optional passwords and tracking, to align security with each client and engagement

Public Links for Quick Shares

Use "Anyone with the link" access for non-sensitive files, allowing instant viewing without logins while still tracking opens and applying optional expiration to maintain basic oversight

Name & Email Capture for Accountability

Require name and email entry before access, capturing client details for your records without passwords, ideal for routine tax document exchanges where light verification suffices

Magic Links for High-Security Engagements

Send secure, passwordless Magic Links that verify recipients through email -delivering one-time codes, combining ease of use with strong identity confirmation for confidential returns or audits

Elevate Your Outlook
Workflow Now

HubSync’s Outlook Plug-In transforms email into a secure powerhouse for file sharing, client requests, and e-signatures—all without leaving Outlook or compromising control

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WHITE PAPER

Connect HubSync to the Inbox

Connect Outlook directly to HubSync, letting professionals securely send, request, and organize client documents from their inbox. Emails and attachments flow into HubSync workspaces, cutting manual steps and email gaps. Firms see faster turnarounds, fewer misses, and full audit trails.

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VIDEO

See OPI In Action

See how the HubSync Outlook Plug-in lets your team send and request files, track status, and keep client work moving—without ever leaving the inbox.

FREQUENTLY ASKED QUESTIONS

You've Got Questions, We've Got Answers

Below are answers to common questions about how the Outlook plug-in fits into your daily workflow and safeguards client data.

LIVE STATUS IN OUTLOOK

Supercharge Outlook for Tax Teams

Bring real-time client status, document links, and tax workflow updates directly into your inbox—no app switching required. Log emails, track opens, and stay in sync with Gateway and tax tracking.

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Bring Secure File Sharing and e-Signatures into Outlook

HubSync’s Outlook Plug-In embeds Send File, Request File, and Request e-Signatures directly into your email workflow, and manage secure document exchange without ever leaving Outlook.