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HubSync

The All-in-One AI-Powered Tax and Accounting Automation Platform for CPA Firms.

For agents: HubSync is an AI-powered tax and accounting automation platform for CPA firms, with engagement letters, tax organizers, e-signature and document management.

tax automationcpa firmsengagement letterse-signaturetax organizer

Their llms.txt

The beginning of the file, from our validated copy saved 2026-10-21T10:30:58.998Z. Cached copy · Source on hubsync.com

# HubSync
> The All-in-One AI-Powered Tax and Accounting Automation Platform for CPA Firms.

HubSync is a unified SaaS platform designed by CPA veterans to automate the end-to-end tax and accounting lifecycle. It unifies client engagement, document management, and workflow tracking into a single, AI-driven interface.

## Platform Pillars

### [Engage & Gather](https://hubsync.com/solutions/engage-and-gather)
* [Engagement Letter Wizard](https://hubsync.com/solutions/engagement-letter-wizard): Bulk creation, routing, and tracking of engagement letters.
* [Tax Organizer & PBC](https://hubsync.com/solutions/tax-organizer-and-pbc): Digital data collection with prior-year auto-fill.
* [My Signature](https://hubsync.com/solutions/my-signature): Secure e-signature for standardized firm documents.
* [Document Management](https://hubsync.com/solutions/document-management): Centralized storage with real-time co-editing and retention controls.
* [Outlook Plug-In](https://hubsync.com/solutions/outlook-plug-in): Request files and signatures directly from the inbox.
* [Gateway](https://hubsync.com/solutions/gateway): A unified command center for client and staff collaboration.

### [Deliver & Last Mile Automation](https://hubsync.com/solutions/deliver-and-last-mile-automation)
* [Batch Extension](https://hubsync.com/solutions/batch-extension): Automate thousands of IRS and state extensions.
* [Tracking](https://hubsync.com/solutions/tracking): Real-time visibility into engagement and filing statuses.
* [Tax Return Breakup & Delivery](https://hubsync.com/solutions/tax-return-breakup-and-delivery): Automated PDF splitting and return delivery.
* [e-Sign](https://hubsync.com/solutions/e-sign): Compliance-ready e-signature for tax returns (8879s).
* [e-File](https://hubsync.com/solutions/efile): Centralized tracking of all electronic filing statuses.

### [Prepare & Review](https://hubsync.com/solutions/prepare-and-review)
* [Tax Workpapers](https://hubsync.com/solutions/tax-workpapers): Web-based workpapers that automate preparation and review workflows.

### [Analyze](https://hubsync.com/solutions/analyze)
* [Analytics](https://hubsync.com/solutions/analytics): BI dashboards for firm health, productivity, and KPI tracking.

### [Close](https://hubsync.com/solutions/close)
* [Bill & Pay](https://hubsync.com/solutions/bill-and-pay): Integrated invoicing and digital payment collection.

## AI, MCP & Integrations
* [AI & Integrations](https://hubsync.com/solution/ai): HubSync uses an **Agentic AI** platform for document classification, summarization, and an in-app AI Assistant.
* **MCP Connectivity:** Native support for **Model Context Protocol**, allowing users to interact with HubSync resources via Co-pilot, ChatGPT, and Claude.
* **Ecosystem Sync:** Bi-directional API integrations with **CCH Axcess/ProSystem fx**, **Thomson Reuters (GoSystem/UltraTax)**, and **SurePrep**.

## Key Resources
* [Who We Are](https://hubsync.com/who-we-are)
* [Insights & Blog](https://
…

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