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.'
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: '2026-08-22'
tags:
- Company
- Tax
- Accounting
- Workflow Automation
- Document Management
- Electronic Signature
- Professional Services
- Artificial Intelligence
- Model Context Protocol
- SaaS
apis: []
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- 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
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'