CRI Simple Numbers HubSync Document Workspace
HubSync is a collaboration workspace that allows streamlined communication and workflows between you and our CRI Family of Companies team. HubSync’s platform allows you to share information with our team of advisors securely and for us to provide you with information pertaining to your engagement(s)
Client Payment HubSync Resources
Estimated Monthly Price Range
Estimated Price Range: $1,300 - $1,500
Estimated Price Range: $1,000 - $1,300
Estimated Price Range: $800 - $1,000
HubSync is a platform that streamlines how you interact with our Family of Company advisors, reducing the need for multiple logins, portals, and touch points. With HubSync, you can look forward to the following:
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Electronic engagement letter execution
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An online portal for document submission
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Individual digital tax organizers
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E-file form(s) signing
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A centralized portal for communication and administrative tasks related to your “CRI Family of Companies-delivered services”
With HubSync, you can complete tasks from a computer or mobile device. Please anticipate signature requests, reminders, and other notifications from Notifications@assuresign.com and no-reply@hubsync.com. Please do not delete or mark these emails as spam to ensure proper delivery.
You may also receive reminders and/or notifications aimed at streamlining your engagement’s progress. If you have questions regarding HubSync™, please reach out to your advisor.