Baker Tilly, a leading advisory, tax and assurance firm, announced a collaboration with HubSync, a workflow automation and client collaboration platform designed for accounting firms, to enhance how tax services are delivered across the firm’s middle-market client base.

The collaboration is part of Baker Tilly’s continued investment in modernizing the tax engagement experience through more standardized, connected and AI-enabled workflows. By consolidating and advancing to a more unified digital environment, the firm is improving collaboration, increasing visibility across engagements and simplifying how clients interact with Baker Tilly throughout the tax lifecycle.

“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.”

Through the collaboration, Baker Tilly will implement HubSync’s platform to support workflow management, document collaboration, digital approvals and centralized engagement visibility across its tax practice. The platform’s AI-enabled capabilities will help streamline administrative work, improve consistency across engagements and create greater capacity for advisory-focused work.

“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.”

The collaboration reflects Baker Tilly’s broader focus on combining deep industry expertise, integrated delivery and intelligent technology to better serve middle-market clients. The greatest value comes from pairing AI-enabled capabilities with the expertise and judgment of its tax professionals. As the firm continues expanding these capabilities across its service lines, it remains focused on delivering governed, transparent and client-centered solutions that reinforce trust, accountability and professional judgment while helping clients operate with greater confidence, agility and insight.