HubSync, a provider of cloud-based tax and accounting technology, has added significant enhancements to its end-to-end platform. These new capabilities deliver more than enhanced functionality—they represent a what the firm calls “a revolutionary shift” in tax and accounting management, powered by advanced artificial intelligence.
Firms are grappling with issues such as inadequate system integration, subpar search and reporting capabilities, disorganized and unreliable data, insufficient controls, and additional challenges with data retention. The enhanced platform introduces autonomous AI capabilities alongside comprehensive workflow automation, enabling firm professionals to reduce manual processes and focus on high-value client services throughout the year.
“We continue to release significant innovations while enhancing the only end-to-end platform battle tested over many years,” said John McGowan, Founder & CEO of HubSync. “These new capabilities eliminate the repetitive tasks that bog down professionals, so CPA’s can focus on what they do best—serving clients and growing their practices.”
Key product features & enhancements
- AI Automation & Integration Builder:
HubSync’s new agentic platform enables secure, enterprise-grade interoperability with thousands of pre-built integrations including Teams, Outlook, HubSpot, Salesforce, SAP and more. It leverages secure Large Language Models (LLM) and Model Context Protocol (MCP) as the open standard for connecting AI agents to external tools, systems, and data. Firms gain seamless access to HubSync data, workflows and reporting, while external MCP servers unlock additional resources and tools for enhanced AI functionality. The AI platform orchestrates agent operations across your entire business ecosystem unlocking siloed data and systems.
HubSync’s modern agentic platform eliminates pain points with:
- AI-powered automated tracking, eliminating manual inputs.
- Open API framework enabling seamless integration with your tech stack
- Customizable trigger automations and workflows that adapt to your firm’s processes
- Sophisticated agent-to-agent interactions
- Web-Based Tax Workpapers:
Our tax compliance workpapers have now moved to the web, providing tax preparers with a whole new, but still familiar experience. HubSync’s standardized web-based workpapers feature intelligent data import and account mappings, complex tax computations and the ability to export the results to any of the popular compliance software for completing corporate and partnership tax returns.
Some of the key features include:
- Web-based, Excel-like user experience without the constraints of Excel
- AI-powered chart of accounts and tax adjustments mappings with override flexibility
- Standard tax adjustment calculations with ability to create user-defined adjustments with a click of a button
- Advanced consolidation capabilities
- Real-time analytics and reporting with 1120 and 1065 tax form previews
- Integrated preparer and reviewer sign-offs with review notes
- Seamless single-click integration with most popular tax compliance software.
- Client Payments:
Billing professionals juggling multiple systems for invoices, payments, and reconciliation can now consolidate everything into HubSync. This end-to-end solution unifies invoice delivery, payment collection, and reconciliation in one integrated platform that connects seamlessly with existing systems, eliminating fragmented workflows and manual processes.
- Document Management System (DMS):
Integrated with your end-to-end HubSync workflow, HubSync’s DMS provides a single view into all the files in your system from client workspaces, to engagement letters, to 8879s. Built for the industry with MS365 editing capabilities, advanced search functionality, secure external sharing, native eSignature and AI summarization capabilities. The system enables admins with global permissions controls, data retention controls, and full audit tracking.
Thanks for reading CPA Practice Advisor!
Subscribe Already registered? Log In
Need more information? Read the FAQs
