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HubSync is an all-in-one AI-powered workflow automation platform for CPA firms that unifies engagement letters, data collection, document management, e-signature, e-filing, and client portals into a single workflow. It offers modular solutions like Engage & Gather, Prepare & Review, Deliver & Last Mile Automation, and analytics, with tools such as an Outlook plug-in and gateway to streamline engagements from inception to delivery. By consolidating fragmented technology, HubSync aims to boost client engagement, improve margins, and protect revenue across tax and accounting workflows.
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