Seamless Collaboration, Secure Access

We are pleased to introduce HubSync. Designed to enhance efficiency, this intuitive platform provides easy access to important documents, real-time task tracking, and direct communication channels. 

This new client platform supports Keiter’s Unified Client Service Approach ensuring your services are provided efficiently and with the highest level of service.

HubSync Account Activation Tips

Your client service team will communicate with you when it is time to set up your account. HubSync account activation is easy and essential for an efficient engagement.

You will receive an email invitation from HubSync to activate your account. Please note that the link expires after 10 days. Account setup and notification messages will be sent from the following email addresses:

HubSync How-To Guides

Setting Up Your HubSync Account

Keiter HubSync login for the first time  Keiter HubSync Account Access Keiter HubSync Manage Notifications

 Keiter HubSync User Guide

Client Engagement Resources

  Keiter HubSync Navigate Your Request List  Completing Your Keiter Tax Organizer in HubSync  Keiter HubSync Tax Organizer How To Video

HubSync 4 Minute How-To Video

This video will guide you through:

  • Navigating your HubSync workspace
  • Sharing files and communicating with your engagement team
  • Managing user settings and notifications

Questions? We are Here to Help.

Need us to resend your HubSync account invitation?

More Information to Come…

We will provide more information and resources for HubSync as new features and enhancements are added.