The only platform of its kind for CPA firms dominates Automation and Productivity category
ALEXANDRIA, Va., June 07, 2023--(BUSINESS WIRE)--HubSync Co., a SaaS software company with a next-generation tax and accounting automation platform, today announced that its newest module for tax, accounting and advisory professionals, Engagement Letter Wizard, has been named a Disruptor in the "Automation and Productivity" category conducted by the 2023 Globee Awards. The solution is purpose-built for the CPA marketplace to create, route, deliver, eSign, track and store documents of any type, including engagement letters, proposals, and Power of Attorney, with just a few clicks.
The judging process for the 2023 Globee® Awards for Disruptors involved the active participation of over 200 judges from diverse corners of the globe, representing a broad spectrum of industry experts. These esteemed judges contributed their expertise to evaluate and assess the submissions received.
"HubSync is honored to receive this recognition as we developed the Engagement Letter Wizard to address a significant industry need, not just for tax, but also for audit and advisory practices," said John McGowan, founder and CEO of HubSync. "It not only provides CPA firms and their clients with a completely digitized and automated document generation, storage and eSign tracking system, but it also boosts efficiency in an industry where many firms remain disjointed with non-integrated and even paper-based solutions."
HubSync’s Engagement Letter Wizard module offers:
Immediate ROI: Eliminates paper-based and disconnected eSignature processes while providing a significantly enhanced client document signing experience. Send thousands of documents for signature with automated reminders to clients, saving countless hours of follow-up along with time-saving document creation features.
End-to-End Transparency: Completely digitized document generation and distribution process provides firms and clients with an intuitive signing process integrated with HubSync’s client portal. The Wizard also provides a dashboard to track the status of every engagement letter inside a firm with an audit trail every step of the way and "Zero" document loss in finding sent and signed letters.
Standardized Document Template Management and Approval: With HubSync’s flexible configuration, firms can quickly generate any document for approval and signature, leveraging firm-approved templates and building block paragraphs with a guided, intuitive interface. Templates are centrally managed, ensuring that fee structures and critical terms and conditions are kept consistent and fully up to date. All documents can be routed through a configurable approval process, and completed documents are securely stored and fully searchable after eSignature.
HubSync’s Engagement Letter Wizard was built by a team with decades of experience developing tax and accounting tools for accounting firms, including the Big 4. By bypassing the status quo and creating a clear path to enhance the engagement and document generation processes, HubSync is driven to offer its customers and their clients an intuitive, modern experience.
To learn more about HubSync’s game-changing Engagement Letter Wizard with best-in-class capabilities, visit https://www.hubsync.com/product#engagement.
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.
About the Globee Awards
The Globee Awards present recognition in nine programs and competitions, including Globee® Awards for American Business, Globee® Business Awards, Globee® Awards for Customer Excellence, Globee® Awards for Cybersecurity, Globee® Awards for Disruptors, Golden Bridge Awards®, Globee® Awards for Information Technology, Globee® Awards for Leadership, and Globee® Awards for Women In Business. For more information on the Globee Awards, visit https://globeeawards.com.
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