Case Study: HubSync accelerates tax workflow automation with OnTask

HubSync Enhances Tax Preparation with OnTask API

The customer, HubSync, aimed to disrupt the tax preparation industry by creating an all-in-one platform to solve the significant challenge of fragmented and inefficient data consolidation for CPAs. To accelerate development, they sought a strategic vendor and selected the OnTask workflow automation platform from Accusoft, a choice heavily influenced by the maturity of the organization and its partnership approach.

By integrating the OnTask solution, HubSync gained a flexible, end-to-end digital workflow platform that was fully compliant and required no external dependencies. The OnTask team worked closely with HubSync to customize features for specific tax processing needs, resulting in a smooth implementation. This successful partnership provided HubSync with the robust automation tool needed to modernize the tax industry and positions them to continue integrating additional OnTask functionality for future growth.

HubSync

John McGowan

Chief Executive Officer