What HubSync does

HubSync is a privately held SaaS company headquartered in Franklin, Tennessee, founded in 2019, that builds an AI-powered workflow automation platform exclusively for CPA firms and public accounting practices. The platform consolidates the full tax and accounting engagement lifecycle — engagement letter creation and routing, tax organizer and PBC (Prepared By Client) data collection, native e-signature, document management, batch IRS extension filing, tax return tracking and breakup, e-filing, AI-powered tax workpaper preparation, analytics, and integrated payments — into a single integrated system delivered as a modular suite that firms can license module-by-module or as a complete end-to-end package. The core architecture is cloud-based with bi-directional integrations into leading tax preparation software, CRM, time and billing, and document systems, and the company's recent HubSync Halo product introduces a proprietary AI operating system layer with agentic workflow orchestration and generative AI summarization/chat over tax documents.

HubSync operates a recurring SaaS subscription revenue model with annual billing and quote-based enterprise pricing; pricing is not publicly disclosed, and the website's "Request a Demo" / "Book Strategy Call" CTAs signal a consultative enterprise sales motion. Go-to-market combines direct field sales (Regional Sales Directors, account executives targeting Top 25 and Top 50 CPA firms) with channel distribution through accounting networks and alliances including Allinial Global, IRIS Software Group, Boomer Consulting, and Inflo. The company claims 40% of America's Top 25 accounting firms as customers and a logo list spanning Baker Tilly, EisnerAmper, Plante Moran, Cohn Reznick, Anchin, Withum, and other mid-market and enterprise CPA firms. Platform metrics cite 5M+ documents sent for signature and 10M+ organizers and workspaces created.

HubSync has raised a $5 million Series A (Nashville Capital Network, May 2023) and a $100M+ strategic growth investment from Thoma Bravo (May 2025), and was recognized on the Deloitte Technology Fast 500 in both 2024 and 2025, the latter citing 509% three-year revenue growth. The company is led by founder and CEO John McGowan (formerly Partner-in-Charge of Tax Technology at Deloitte and Global CIO at KPMG) with an executive bench drawn predominantly from Big 4 tax, audit, and enterprise SaaS backgrounds. Certifications include SOC 2 Type 1.

Name

HubSync

Legal name

HubSync Co.

Website

https://hubsync.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

51–100 employees

Short description

HubSync is an AI-powered SaaS workflow automation platform for CPA firms, consolidating the full tax engagement lifecycle — engagement letters, organizers, e-sign, e-file, document management, workpapers, and payments — into a single modular platform targeting mid-market and Top 25/50 US accounting firms via enterprise field sales and channel partnerships.

Ownership category

akta.pro rank

Headquarters

HQ city

Franklin

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscription: HubSync operates as a SaaS software company providing a cloud-based tax and accounting workflow automation platform for CPA firms. The platform is modular, allowing firms to purchase individual modules or the full suite. Revenue is generated through recurring subscription fees typically billed annually.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

HubSync develops a modular, cloud-based SaaS platform that automates the full tax and accounting engagement lifecycle for CPA firms — from engagement letters and client data collection (organizers and PBC) through tax preparation, e-signature, e-filing, return tracking, packaging, delivery, analytics, and payment collection. Underlying the platform is the HubSync Halo AI operating system, which applies proprietary LLM models and agentic workflows to summarize and chat with tax returns, classify and route documents, and orchestrate engagements autonomously. The platform is sold either as the full suite or as individual modules a firm can deploy incrementally.

Product overview

HubSync offers a modular SaaS platform built for CPA firms that consolidates the full tax and accounting engagement lifecycle — from client engagement letters and data collection through tax preparation, review, e-sign, e-file, and payment collection — into a single AI-powered workflow automation system. The platform consists of a core HubSync Platform plus individual modules that firms can deploy individually or as a unified suite: Engagement Letter Wizard (bulk AI-powered engagement letters), Tax Organizer & PBC (client data collection and document requests), My Signature (native e-signatures), Document Management System (centralized AI-driven file management), Outlook Plug-In (secure file exchange within Outlook), Gateway (client and staff portal), Batch Extension (bulk IRS extension filing), Tax Return Tracking (real-time engagement status), Tax Return Breakup & Delivery (automated return packaging and delivery), e-Sign (automated 8879 e-signature tracking), e-File (real-time e-filing status), Tax Workpapers (AI-powered workpaper preparation), Analytics (real-time KPI dashboards), Bill & Pay (integrated payment collection), and HubSync Halo (AI operating system layer providing autonomous workflow orchestration and generative AI capabilities). Firms select individual modules or the complete end-to-end platform.

Differentiator

Problem solved

Functional benefit

Brands

• HubSync Halo: AI operating system for tax and accounting engagement work, featuring autonomous workflow orchestration, AI summarization and chat capabilities with returns, organizers and PBC documents, automatic file classification and routing, and in-app AI assistant functionality.

Products and services

• HubSync Platform Cloud-based workflow automation and client experience platform for CPA firms that consolidates engagement letters, data collection, document management, e-sign, e-file, analytics, and payments into a single integrated system. Sold either as the full suite or as individual modules.
• Engagement Letter Wizard AI-powered module for creating, routing, delivering, and tracking thousands of engagement letters in one click, with smart template management and automated data population. Delivers approximately 60% cost savings per engagement letter. For CPA firms running high-volume practices.
• Tax Organizer & PBC Guided client-facing questionnaire and document request tool that automates tax data collection for 1040 and 1041 filings, with PBC module for entity management, templated request lists, and audit-ready collaboration.
• My Signature Native electronic-signature capability embedded within HubSync for sending, signing, and tracking PDF, DOC, and DOCX documents with in-organizer signing, prior-year auto-fill, sequential signing, Knowledge-Based Authentication, and a routing-map audit trail.
• Document Management System (DMS) CPA-industry-first centralized document management backbone with unified storage, retention policies, full-text search, co-editing, granular permissions, automatic sync with client workspaces and engagement modules, and AI-powered RAG search.
• Outlook Plug-In Microsoft Outlook add-in enabling secure file sending, file requests, and e-signature initiation directly within the email client, with guided uploads into HubSync workspaces and magic-link handoffs for high-security engagements.
• Gateway Centralized client and staff portal providing real-time engagement visibility, personalized dashboards, secure document delivery, messaging, and self-service access to tax and audit applications across all client entities and service lines.
• Batch Extension Bulk automation module for processing thousands of IRS tax extensions (Form 7004, Form 4868, and state equivalents) simultaneously, with bi-directional sync to tax preparation software, automated assembly, e-filing, and client notifications.
• Tax Return Tracking Real-time, firm-wide visibility module for tracking all tax return statuses (1040s, 1120s, 1065s, CAS, audit, advisory) with bi-directional sync, bulk editing, K-1 auto-extraction, automated delivery, and e-sign workflows.
• Tax Return Breakup & Delivery Automated module that splits complex multi-entity tax returns into federal, state, voucher, and e-sign forms, assembles complete filing packages using firm-defined rules, and delivers via secure portal with full audit trails.
• e-Sign (8879 Tracking) Automated IRS-compliant e-signature module for Form 8879 tax-filing consent forms with one-click send/resend/remind/cancel actions, Knowledge-Based Authentication, automatic storage of signed 8879s in client workspaces, and personalized real-time dashboards.
• e-File Centralized e-filing tracking and automation module that pulls data from tax preparation software, provides real-time IRS and state filing status across all return types, and enables bi-directional automatic submission once e-sign authorization forms are completed.
• Tax Workpapers Cloud-based tax workpaper preparation module with AI-powered intelligent data import, automatic chart-of-accounts mapping, tax-line classification with confidence scores, flexible book-to-tax adjustments, and multi-entity consolidation support.
• Analytics Real-time KPI dashboard and business-intelligence module for accounting firms with unlimited custom visualizations, drill-down reporting, firm-wide metrics by office/partner/staff, and proactive anomaly identification across tax and accounting operations.
• Bill & Pay Integrated client payment module unifying invoice delivery, payment collection, and reconciliation with support for ACH, credit/debit cards, Apple Pay, Google Pay, PayPal, checks, and wire transfers, plus automated reminders and real-time reconciliation.
• HubSync Halo AI operating system and agentic intelligence layer across the HubSync platform, providing autonomous workflow orchestration, AI summarization and chat over tax returns/organizers/PBC documents, automatic file classification and routing, and an in-app AI assistant powered by domain-tuned LLM models.

Quantifiable outcome

• 60% cost savings on engagement letters ($72.76 to $26.51 per letter)
• +4 more outcomes

Named customers28 records

Segments1 record

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability7 records

Feature16 records

Partnerships

Seven partnerships are on record, tiered flagship, core and minor.

• Baker TillyflagshipStrategic or Co-development Partner · 19 May 2026Baker Tilly partnered with HubSync to deploy HubSync's AI-enabled platform across its tax practice. The collaboration aims to standardize and integrate tax engagement processes, improve workflow management, and reduce manual administrative work. This is part of Baker Tilly's broader program to digitize tax services and enable staff to focus on higher-value advisory work. Baker Tilly is one of the largest accounting firms globally.
• IRIS Software GroupcoreTechnology or Integration · 11 March 2024HubSync partnered with IRIS Software Group to offer document generation and client experience solutions. The partnership provides IRIS member firms with HubSync's workflow automation and client portal capabilities.
• Thomson ReuterscoreTechnology or Integration · 10 May 2022HubSync and Thomson Reuters partnered to drive automation and innovation within public accounting. The partnership focuses on integration and workflow automation capabilities.
• InflocoreTechnology or IntegrationHubSync and Inflo partnered to deliver an end-to-end, AI-enabled digital audit and tax solution. A unified workflow connects Inflo's Digital Audit platform with HubSync's tax workflow platform.
• Allinial GlobalcoreChannel Partner/ Reseller/ DistributorAllinial Global is an accounting network and association whose member firms have access to HubSync solutions. The partnership provides preferred pricing and integration support for Allinial Global member firms. EisnerAmper case study featured as example of this network partnership.
• Boomer ConsultingminorGTM or Marketing PartnerBoomer Consulting partners with HubSync on thought leadership and industry events. HubSync executives appear on Boomer Consulting webinars and podcasts discussing tax technology trends.
• LaikaminorOthersLaika conducted HubSync's SOC 2 Type 1 certification examination, verifying the company's security controls and practices.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Karbon: Karbon is a workflow and practice-management platform built specifically for accounting firms, offering collaboration, automation, and client communication. It directly competes with HubSync's broader engagement-workflow layer for the same CPA-firm buyers.
• TaxDome: TaxDome is an all-in-one practice management suite for accounting and tax firms covering CRM, document management, client portal, workflows, and billing. It is a direct best-of-breed alternative to HubSync, typically at lower price points for small and mid-market firms.
• Canopy: Canopy provides practice management, document management, and workflow automation for accounting firms. It is a direct competitor to HubSync across the engagement-lifecycle and client-portal surface area.
• Practice Ignition: Practice Ignition automates engagement letters, proposals, and billing workflows for accounting firms. It directly competes with HubSync's Engagement Letter Wizard and Bill & Pay modules.
• Suralink: Suralink automates PBC (Provided By Client) document collection and tracking for accounting and audit firms. It directly competes with HubSync's Tax Organizer & PBC module.
• Liscio: Liscio is a client communication and secure messaging platform built for accounting firms. It overlaps with HubSync's Gateway portal and Outlook Plug-In for client interaction workflows.
• SmartVault: SmartVault provides cloud document management, secure client portals, and workflow tools for accounting firms. It directly competes with HubSync's DMS module and broader engagement workflow.
• Jetpack Workflow: Jetpack Workflow offers workflow automation and process templates for accounting firms. It competes with HubSync's workflow-orchestration and engagement-tracking capabilities.

Broad incumbents

• Wolters Kluwer (CCH): Wolters Kluwer's CCH ProSystem fx Tax, CCH Axcess, and CCH SureTax are leading tax-compliance suites used by the majority of large CPA firms. They overlap with HubSync's tax workflow, e-file, and workpapers modules as part of a much broader portfolio.
• Thomson Reuters (Tax & Accounting): Thomson Reuters sells UltraTax, Onvio, Practice CS, and other tax-practice solutions to CPA firms. It is both an incumbent competitor and a HubSync technology partner, making it a key strategic benchmark.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/hubsync
• Xx.com/HubSync
• Facebookfacebook.com/HubSync

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds3 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about HubSync