Baker Tilly, an advisory, tax, and assurance firm of top-notch quality, has made the announcement of a strategic partnership with HubSync, a workflow automation and client collaboration platform different from others that is designed Mostly for accounting firms, to help Baker Tilly’s various departments deliver tax services effectively to their middle market client base.
This cooperation is in fact a great way that has been found by Baker Tilly to extend the tax engagement experience by making it more connected, more standardized, and controlled with the help of AI-enabled processes. In fact, the firm intends to improve communication, increase visibility into the tax process, and make the taxpayer friendly with the advisors throughout the tax life-cycle by integrating these two products in a much more seamless and efficient digital environment.
This is the response of Baker Tilly to the customer needs that they have come across: these are Mainly middle-market companies asking for quicker analysis and presentation of facts, more transparency in the advisory relationship, as well as continuance of productivity gains through automation and AI integration of the accounting firms.
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“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.”
As part of 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 are designed to help reduce administrative workloads, improve engagement consistency, and create greater operational efficiency, allowing tax professionals to focus more heavily on advisory-driven client support.
The move comes as accounting firms increasingly reevaluate service delivery models to meet changing client expectations and adapt to the growing role of automation in professional services.
“Accounting firms are rethinking how services are delivered as client expectations continue to evolve,” said 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 partnership also fits with Baker Tilly’s continuous efforts to combine smart technology and deep industry knowledge to assist middle-market businesses facing complex financial and regulatory challenges.
In the company’s opinion, the project highlights how critical it is to combine AI-led work efficiencies with human skills, that is, tax experts should always be the key figures in strategic decisions, advising clients, and governance oversight.
While Baker Tilly is investing in enhancing its technology-driven capabilities across different service areas, the company is committed to offering honest, client-focused solutions that are aimed at building trust accountability agility of operations, and confidence in business for the long-term.
