HubSync

aid: hubsync
name: HubSync
description: 'HubSync is an AI-powered, end-to-end tax and accounting workflow platform built for CPA firms, founded in 2019
  by John McGowan and headquartered in Franklin, Tennessee. The SaaS platform unifies the engagement lifecycle in one interface:
  engagement letter generation and tracking, tax organizers and prepared-by-client data collection, document management, e-signature
  (including IRS Form 8879), batch federal and state extensions, tax return breakup and delivery, e-file status tracking,
  web-based tax workpapers, firm analytics dashboards, and integrated bill-and-pay. Its HubSync Halo layer adds agentic AI
  orchestration across those stages. HubSync publishes an llms.txt and states that it ships a Model Context Protocol (MCP)
  server and bi-directional API integrations with CCH Axcess/ProSystem fx, Thomson Reuters GoSystem/UltraTax and SurePrep,
  but it publishes no public developer portal, API reference, OpenAPI description or endpoint documentation — the entire integration
  surface is provisioned per customer firm.'
deliveryModel:
  model: saas
  open_source: false
  commercial: true
  callable_host: false
  label: Hosted service · you call their endpoint
  confidence: medium
  source:
  - pricing
  generated: '2026-08-28'
  method: derived
accessModel:
  pricing: unknown
  onboarding: unknown
  trial: false
  try_now: false
  public: false
  label: Unknown
  confidence: low
  probe_state: gated
  source:
  - rate-limits
  - security
  generated: '2026-11-13'
  method: derived
image: https://hubsync.com/hubfs/HubSync_primary-logo-white-color.svg
url: https://raw.githubusercontent.com/api-evangelist/hubsync/refs/heads/main/apis.yml
x-type: company
x-source: harvest:secondary-market
specificationVersion: '0.20'
created: '2026-08-22'
modified: '2026-10-06'
tags:
- Company
- Tax
- Accounting
- Workflow Automation
- Document Management
- E-Signature
- Professional Services
- Artificial Intelligence
- MCP
- Software-as-a-Service
tags_raw:
- Company
- Tax
- Accounting
- Workflow Automation
- Document Management
- Electronic Signature
- Professional Services
- Artificial Intelligence
- Model Context Protocol
- SaaS
- Workflow-Automation
- Document-Management
apis: []
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- url: https://hubsync.com/blog/rss.xml
  type: BlogRSS
- type: DomainSecurity
  url: security/hubsync-domain-security.yml
- type: Website
  url: https://hubsync.com/
- type: Blog
  url: https://hubsync.com/blog
- type: Support
  url: https://hubsync.com/contact-us
- type: GitHubOrganization
  url: https://github.com/hubsync
- type: TermsOfService
  url: https://hubsync.com/terms-of-use
- type: PrivacyPolicy
  url: https://hubsync.com/privacy-policy
- type: LLMsTxt
  url: llms/hubsync-llms.txt
- type: MCPServer
  url: mcp/hubsync-mcp.yml
- type: Conformance
  url: conformance/hubsync-conformance.yml
- type: Compliance
  url: conformance/hubsync-conformance.yml
- type: Plans
  url: plans/hubsync-plans-pricing.yml
- type: RateLimits
  url: rate-limits/hubsync-rate-limits.yml
- type: Lifecycle
  url: lifecycle/hubsync-lifecycle.yml
- type: UsageTerms
  url: terms/hubsync-terms-of-service.yml
- type: DataProcessing
  url: privacy/hubsync-privacy-policy.yml
- type: Eligibility
  url: eligibility/hubsync-eligibility.yml
- type: AIPreferences
  url: ai-preferences/hubsync-ai-preferences.yml
- type: DataLicense
  url: data-license/hubsync-data-license.yml
x-enrichment:
  date: '2026-08-22'
  status: minimal
  artifacts_added: 8
  pass: local-v1
x-coverage:
  state: gated
  reason: customer-only-docs
  detail: 'HubSync markets an MCP server and bi-directional REST integrations with CCH Axcess, Thomson Reuters and SurePrep,
    but its only documentation host is a Docsie portal whose content API answers {"error": "Invalid token."} without a customer
    token, its Integrations and MCP shelves are absent from the public sitemap, and each CPA firm''s tenant at <firm>.hubsync.com
    refuses anonymous requests with HTTP 403 — so no contract, endpoint or tool list is reachable without an active firm subscription.'
  evidence:
  - url: https://api.docsie.io/api_v2/006/deployment/deployment_SEgpqVq42BLzmcNdl/
    status: 403
  - url: https://eisneramper.hubsync.com/
    status: 403
  - url: https://hubsync.com/openapi.json
    status: 404
  - url: https://docs.hubsync.com/?doc=release-notes/release-notes
    status: 200
  checked: '2026-08-22'