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HubSync

Our new client portal for tax clients provides a modernized, intuitive, and secure system to engage with your service team.

HubSync is a platform that streamlines how you interact with EisnerAmper. With HubSync, you can look forward to: 

  • Electronic engagement letter execution  
  • An online portal for document submission  
  • Individual digital tax organizers (coming soon) 
  • A centralized portal for communication and administrative tasks

This new technology will streamline the flow of information and is central to our mission of providing high level concierge services to you.

Hubsync Login
  

Please anticipate signature requests, reminders, and other notifications from Notifications@assuresign.com and no-reply@hubsync.com. Please do not delete or mark these emails as spam to ensure proper delivery.

Features and Functionality

Entities & Fiduciaries – Streamlined PBC Lists

For entity and fiduciary clients, HubSync includes enhanced Prepared by Client (PBC) lists, making it easier to manage annual information requests. 

  • Customizable request lists tailored to your needs and carried forward year-to-year. 
  • Track the status of submitted items with full visibility. 
  • Set due dates and receive automated reminders for upcoming tasks.

Individual Clients – Tax Organizer

(Coming Soon) 

For our individual clients, HubSync introduces a tailored digital Tax Organizer that guides and simplifies the information collection process. 

  • Preloaded with prior-year data to guide you through what’s needed. 
  • Securely upload required documents in one location. 
  • Receive clear prompts and reminders to ensure nothing is overlooked.
     

Note: Until the HubSync Digital Organizer becomes available, you will continue to engage with the standard Organizer previously provided by your EisnerAmper tax team.

Resources

Need a more in-depth review of HubSync? View the following learning materials. 

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Frequently Asked Questions

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Instructional Videos

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How to Sign Up

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