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HubSync Launches HubSync Halo™ to Automate Tax & Accounting Engagement Work
[May 27, 2026]

HubSync Launches HubSync Halo™ to Automate Tax & Accounting Engagement Work


HubSync, the only end-to-end client experience and automation platform built specifically for CPA firms, today announced the launch of HubSync Halo™, an AI operating system that automates and orchestrates the full tax and accounting engagement lifecycle from engagement letter to delivery and close. Fully embedded in the HubSync platform, HubSync Halo reduces manual processes and compresses engagements that previously required separate staff actions down to fewer human review touchpoints through end-to-end agents and automations.

"Traditionally, most CPAs are buried in repetitive, time-consuming administrative work just to keep the process moving," said John McGowan, Founder and CEO of HubSync. "I've seen firsthand how much time firms lose to manual follow-ups, document collection, and data entry. HubSync Halo allows firms to spend less time chasing tasks and more time serving clients."

HubSync Halo is powered by a network of specialized AI agents that coordinate actions throughout the engagement lifecycle, leveraging prior-year data and client context to automate workflows, trigger follow-ups, and validate work in real-time. Configured with a secure API-first architecture with Model Context Protocol (MCP) integration for tools like Chat GPT, Claude, and Copilot, HubSync enables controlled AI orchestration, centralized execution, and full visibility across firm workflows.

Across five stages, the platform manages work that previously required constant staff intervention:

  • Engage: Pulls available context to automate engagement letter drafting and reminders, then initiates downstream workflows the moment an agreement is signed - provisioning portals, folders and invoices scheduled for delivery through HubSync Payments.
  • Gather: Every document upload is ingested and made accessible through Halo - classified and matched to request lists in real time, with automated context-specific follow-ups on missing items. Professionals can ask questions and take action easily through Halo's AI search.
  • Prepare and Review: Extracts and organizes tax form data with high 9's accuray, performs adjustments and calculations, and flags variances to give professionals clear review points instead of hours of manual processing.
  • Deliver: Drives last-mile automation for delivery, tracking, sign off and completion of any engagement (e.g. delivery of tax return with e-File submissions) with autonomous agents handling issues and generating retry submissions.
  • Close and Advise: Rolls forward data, archives engagements, and generates AI-driven insights and client-ready deliverables.

Security and confidentiality are a top priority, so HubSync Halo was engineered with explicit data custody controls and built-in human oversight. Client data is never sent to or stored by AI model providers, and it is never used to train AI models. Every AI-driven action is fully logged and auditable, while human review checkpoints are embedded throughout critical stages of the engagement lifecycle to ensure nothing is filed or submitted without approval from firm personnel.

Unlike standalone AI features or point-solution automation tools, HubSync Halo is a context aware, agentic layer tailored to manage end-to-end engagement workflows. Its multi-agent architecture allows coordinated agents to operate across shared workflow context rather than isolated tasks.


"Firms don't need any more tools; what they need is a better way to operate," McGowan added. "As AI takes on more of the manual execution, tax and accounting firms will be able to spend less time processing work and more time delivering strategic advice to clients."

HubSync will showcase HubSync Halo at Booth 218 during AICPA ENGAGE 2026, taking place June 8-11 in Las Vegas, with live demonstrations of how the platform streamlines engagement workflows, reduces administrative complexity, and supports firms throughout the tax and accounting lifecycle. Additional capabilities and workflow enhancements will continue rolling out throughout the year.

To schedule a demonstration or learn more, visit hubsync.com/solutions/halo.

About HubSync

HubSync is an AI-powered, end-to-end client collaboration and automation platform built exclusively for CPA firms. HubSync unifies client portals, engagement letter management, document collection, e-signatures, e-filing, billing, and workflow automation into a single integrated system - eliminating the need for multiple disconnected software tools. HubSync serves mid-market and top accounting firms, helping managing partners, tax leaders, and client-facing staff deliver exceptional client experiences while expanding firm margins. Visit HubSync.com or join us at LinkedIn.


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