ENGAGE & GATHER
Engagement Letter Wizard
Create, route, deliver, and track 1000's of documents
Tax Organizer & PBC
Collect, review, and deliver tax source data
My Signature
Send, sign, and track documents
Document Management
Smooth document integration into your workflow
Outlook Plug-In
Send and request files directly from Outlook
Gateway
Unify client engagement in one secure, collaborative portal
DELIVER & LAST MILE AUTOMATION
Batch Extension
Automate 1,000s of IRS extensions in minutes
Tracking
Real-time visibility into every engagement
Tax Return Breakup & Delivery
Quickly break up, package, and deliver returns
e-Sign
Automatically send documents for easy e-Signature
e-File
Track all e-filings in 1 central location
Meet HubSync Halo 🔹 and start automating your full tax and accounting engagement. Learn More
ON-DEMAND WEBINAR
AI Agents & Beyond!
Rethinking How Work Gets Done for the Modern CPA
AI agents are transforming how CPA firms operate, but adopting AI isn't the same as rethinking how work actually gets done. John McGowan of HubSync and Jim Boomer of Boomer Consulting break down what leading firms are doing differently. Watch the full session for a practical look at building a more connected, scalable operating model. No matter where your firm is on the AI journey, there's a clear next step here.
Speakers
John McGowan
Founder & CEO, HubSync
Tiffany Roussel
Director, Product Evangelist, HubSync
Jim Boomer
CEO, Boomer Consulting

