SaaS Leader Introduces AI-Driven Automation and Enhanced User Experiences in New Updates

HubSync Co., a pioneer in SaaS for tax and accounting automation, today unveiled dramatic enhancements to its product suite. This release promises not just tools but a transformation in how firms manage tax and accounting processes, leveraging cutting-edge AI and user-centric design.

CEO Insight:

"We're not just updating; we're redefining what tax and accounting automation can do," stated John McGowan, CEO of HubSync. "Our focus has been relentless innovation, driven by direct client feedback, to ensure our platform not only meets but exceeds modern business needs."

Key Product Enhancements for 2024:

1. HubSync Gateway
   • Significant enhancements to our award winning client experience portal, including delivery of news, thought leadership from CPA firms and clients and targeted content delivery to clients.
2. Revolutionary Tax Organizer & Return Delivery:
   • Experience the market's most advanced, intuitive interface for tax organizers and return delivery.
3. Seamless Client File Sharing:
   • Directly integrate with Outlook for file sending and requesting, featuring real-time notifications and robust security options.
4. Enhanced Document Collaboration:
   • New shared link capabilities with customizable security settings for any file or folder, enhancing collaboration and data protection.
5. Streamlined Digital Signatures with 'My Signatures':
   • Simplify document signing with an easy upload, sign, and send process, all managed through email links.
6. AI-Driven Process Automation (PBC)
   • Introducing AI summarization and enhanced routing for attachments, paired with advanced security at both database and folder levels.
7. Enhanced Engagement Letter Wizard
   • Our transformative tool that offers a holistic view of all client-related entities, enabling seamless integration of detailed client information including fees and tax jurisdictions directly into letters, appendices, and exhibits, for a more personalized and efficient workflow.
   • 9 of the top 25 CPA firm, with 16 overall, license this award winning tool.

Why It Matters:

These updates are not just about functionality but about transforming the workflow of tax professionals. "Our goal is to automate the mundane, allowing professionals to focus on strategy and client service," McGowan added. This approach not only saves time but also introduces unprecedented levels of accuracy and security in tax processing.

Looking Ahead:

As tax laws evolve and businesses seek efficiency, HubSync's 2025 updates position it as a leader in providing not just solutions but strategic advantages through technology. Firms adopting these tools can expect a significant uplift in operational efficiency and client satisfaction.

For More Information:

Contact HubSync's media team at bweissman@hubsync.com or visit www.hubsync.com for further details or to schedule a demo.

About HubSync

HubSync’s mission is to simplify and automate the tax and accounting processes for CPA firms with best-in-class technology and solutions enabling firm professionals and their clients to enjoy the tax, accounting, and advisory processes. Top CPA firms and firm professionals have come to rely on HubSync’s integration technologies to elevate their services and modernize their offerings. Visit www.hubsync.com to see all HubSync has to offer.

View source version on businesswire.com: https://www.businesswire.com/news/home/20241219626981/en/