HubSync
Workflow automation and client collaboration platform for accounting firms
- CPA Practice Management
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
