Integration/ CPA Practice Management

HubSync

Workflow automation and client collaboration platform for accounting firms

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Workflow automation and client collaboration platform for accounting firms

What Adopt agents can do with HubSync

  • Track engagement workflow status
  • Read client document requests and submissions
  • Surface bottlenecks across the tax and audit calendar
  • Pull staff workload and capacity data

Why finance teams connect HubSync

Adopt agents read from and write to HubSync over a governed connection, so close, reconciliation, and reporting work runs across HubSync and the rest of your finance stack without manual exports or swivel-chair data entry.

What you can do

  • Track engagement workflow status

  • Read client document requests and submissions

  • Surface bottlenecks across the tax and audit calendar

  • Pull staff workload and capacity data