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Baker Tilly Partners With HubSync to Modernize Tax Services Using AI-Enabled Workflows

Baker Tilly

AI-Enabled Workflows will facilitate collaboration between Baker Tilly and HubSync in an effort to streamline tax services. This is aimed at ensuring more efficiency and client involvement.

The firm offers advisory, assurance, and tax services, and is working with HubSync in this case. HubSync is a workflow automation and client collaboration company for accounting firms. They are partnering in order to offer a more collaborative experience when handling tax cases. This collaboration further facilitates the firm’s efforts in implementing AI-Enabled Workflows. The firm intends to implement a standardized process as well as tax engagement environment.

“Our clients expect timely insight, greater transparency, and a more seamless experience working with their advisors,” said Baker Tilly Managing Principal – Tax & Tax Advisory Lynette Stolarzyk. “This collaboration strengthens how we combine technology, data and professional expertise to deliver a more connected and responsive tax experience. AI is helping our professionals spend less time on administrative processes and more time focused on strategic guidance and client service.”

Moreover, the platform will be equipped with workflow management, file sharing, and digital approvals. In addition, the platform will have engagement tracking which will ensure transparency. Finally, AI-enabled Workflows will streamline administrative processes and allow more focus on advisory services. “Baker Tilly is taking a smart approach to transforming the tax experience to drive collaboration, transparency. Leverage the expertise that their professionals deliver to their clients on a daily basis. We are honored to partner with the firm on this transformation.”

“Accounting firms are rethinking how services are delivered as client expectations continue to evolve,” said HubSync Founder and CEO John McGowan. “Baker Tilly is taking a thoughtful approach to modernizing the tax experience in ways that strengthen collaboration, improve transparency and support the expertise their professionals bring to clients every day. We are proud to collaborate with Baker Tilly on this transformation.”

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News Source: Businesswire.com