HubSync
Pricing: Not published Last checked: October 20, 2026 Latest update: June 8, 2026 Visit website
What is HubSync?
HubSync is a client engagement and tax workflow platform for CPA firms. It covers engagement letters, tax organizers and PBC requests, e-signatures, document management, return delivery, e-file tracking and payments, and its Halo AI layer runs specialized agents across the engagement, from engagement letter to e-file acceptance, with staff approval at key steps.
Who it's for
CPA and tax firms that want one platform for client onboarding, document collection, return delivery and e-filing. HubSync pitches it to managing partners, tax leaders, CIOs and rising managers.
Key features
- Halo AI agents across five stages: Engage, Gather, Prep and Review, Deliver, and Close and Advise
- Classifies uploads such as W-2s, 1099s and K-1s, matches them to request lists and PBC checklists, and sends reminders naming missing documents
- Extracts source document data into binders and workpapers, with each figure linked to its source and given a confidence score
- Engagement Letter Wizard, tax organizers and PBC lists, e-signature and an Outlook plug-in for file and signature requests
- Batch IRS extensions, return breakup and delivery, and central e-file tracking
- Agents Control Center showing agent steps, a human review queue and a full audit trail
- MCP server that lets Microsoft Copilot, Claude and ChatGPT work with HubSync data under existing permissions
- HubSync says client data is never sent to or stored by AI model providers and is never used to train AI models
Integrations
- Outlook
- Inflo
HubSync says it integrates with a firm's existing tax, audit and practice management tools and transmits signed returns to the IRS and states through the firm's tax software, but the pages we checked do not name specific tax programs. Its MCP server connects Microsoft Copilot, Claude and ChatGPT.
Recent updates
- : Inflo and HubSync announced a technology partnership that connects Inflo's digital audit platform with HubSync's tax and client engagement software, so audited data flows into tax workpapers without rekeying. [6]
- : HubSync launched Halo, an AI operating system whose agents automate the tax and accounting engagement from engagement letter to delivery and close, with human review checkpoints and logged, auditable AI actions. [5]
Pricing
Pricing not published, contact vendor.
- Category
- Practice Management & Client Workflow
- Website
- hubsync.com
Frequently asked questions
What is HubSync?
HubSync is a client engagement and tax workflow platform for CPA firms. It covers engagement letters, tax organizers and PBC requests, e-signatures, document management, return delivery, e-file tracking and payments, and its Halo AI layer runs specialized agents across the engagement, from engagement letter to e-file acceptance, with staff approval at key steps.
Who is HubSync for?
HubSync is for CPA and tax firms that want one platform for client onboarding, document collection, return delivery and e-filing. HubSync pitches it to managing partners, tax leaders, CIOs and rising managers.
What does HubSync integrate with?
HubSync lists integrations with Outlook, Inflo, according to its website.
How much does HubSync cost?
HubSync does not have a price we could confirm on a public page. See the vendor's site for current pricing.
Sources
- https://hubsync.com
- https://hubsync.com/solutions/halo
- https://hubsync.com/solutions/engage-and-gather
- https://hubsync.com/solutions/e-file
- https://www.cpapracticeadvisor.com/2026/05/27/hubsync-unveils-halo-ai-operating-system/183998/
- https://inflo.com/news/inflo-and-hubsync-partner-to-deliver-an-end-to-end-ai-enabled-digital-audit-and-tax-solution/
Last checked: 2026-10-20