HubSync partners with IRIS Software Group to offer leading-edge document generation and client experience solutions

2 minutes length
Posted: 11th March 2024

Integrated platforms will offer CPA firms a single workspace to automate and streamline critical processes such as onboarding and renewals – reducing manual work and accelerating efficiencies.

Franklin, TN and London, UK – March 11, 2024 – HubSync, an award-winning SaaS software firm with end-to-end solutions for the CPA and Accountancy marketplace, and IRIS Software Group (IRIS), a leading global software provider of accounting and payroll solutions, today announced a strategic partnership to integrate key platforms. This product integration will help drive efficiencies through real-time document processing and automation and deliver a modern, unified client experience to IRIS practice management clients.

The partnership integrates HubSync’s award-winning Engagement Letter Wizard with IRIS’ Elements, Practice Engine and Star platforms. UK Accountancy and US CPA marketplace clients will now be able to seamlessly integrate and automate their onboarding processes, such as ongoing engagement letter and document processes, in real-time from a single workspace. Firms will be able to benefit from HubSync’s Engagement Letter Wizard, which brings central management control for every firmwide document including Engagement Letters, POA’s and Proposals. It also tracks the approval, editing, sending, eSignature and storage of firm documents with browser-based, full visibility. IRIS clients will now experience seamless onboarding, rapid and accurate renewals and a “one-stop shop” modern consumer experience.   

The two companies intend to expand this partnership to incorporate further integration with HubSync’s end-to-end Tax, Audit and Advisory offerings to continually deliver innovation and efficiency to clients around the globe. 

John McGowan, Founder and CEO of HubSync stated, “We are thrilled to partner with IRIS to enhance the power of our award-winning Engagement Letter Wizard Platform through direct data integration, driving countless hours of manual work from the process and dramatically improving the IRIS Client’s experience and ‘end-client’ satisfaction with their firms. IRIS and HubSync are natural partners, having proven time and again their dedication to leading edge solutions and industry productivity. We expect this relationship to change the landscape of how CPA firms onboard and interact with their clients.” 

“We are thrilled to announce a new strategic partnership with our long-time partner HubSync,” said Mark Chambers, Managing Director of Accountancy at IRIS Software Group. “This collaboration marks a significant milestone for both companies, reflecting our shared commitment to innovation and customer satisfaction. We believe this partnership can help deliver even greater value and efficiency to our customers in the UK and US – saving them time to focus on other important tasks.”