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Our client portal 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 
  • Online document submission 
  • Individual digital tax organizers  
  • Communicating with your EisnerAmper service team 

Central to our mission of providing high level services to our clients, the HubSync platform allows the EisnerAmper team and clients to streamline their digital relationship through easier exchanges of information and automating service activities.  

Hubsync Login
  

You’ll receive reminders and notifications from no-reply@hubsync.com, and signature requests from notifications@assuresign.com (via AssureSign, EisnerAmper’s electronic signature platform). To ensure timely delivery, we recommend adding both email addresses to your safe senders list.

Features and Functionality

Entities & Fiduciaries – Streamlined Request Lists

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

  • Customize request lists to your specific needs and carry them forward year-to-year
  • Track the status of submitted items with full visibility. 
  • Receive automated reminders for upcoming tasks. 

Individual Clients – Tax Organizer

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.
  • Upload required documents securely in one centralized location.
  • Receive clear prompts and reminders to ensure nothing is overlooked.

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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Client Training Guide

Are you a client who needs a client portal account, or who needs account help?

Please fill out the form, and a member of our support team will contact you.