HubSync

Project Overview

Led a comprehensive user-centered design process to deliver intuitive and scalable solutions for financial products such as the Tax Organizer, Dashboard, and Engagement Letter Wizard. Drove the full design lifecycle—conducting user research, defining strategy, mapping user journeys, crafting interaction flows, and producing high-fidelity visual designs—resulting in enhanced usability, reduced user friction, and improved client satisfaction across platforms.

The first fully digital, end to end productivity platform for CPAs

MY ROLE

Role: Lead Product Designer

Company: HubSync

Platform: Financial SaaS Web Application

Tools: Figma, Jira, Miro, Sketch, Invision, Zeplin, WCAG 2.1 AA

SUMMARY

Our objective was to design a robust and secure platform that protects sensitive client data while enabling secure, seamless information exchange. I focused on crafting an intuitive and accessible user experience that balanced stringent security standards with usability, empowering clients to interact with confidence and efficiency.

Visit HubSync

Problem

Most tax software was built without the end user in mind and is not user-friendly and does not play well with other software systems.
There isn’t 1 central starting place for tax professionals to go to manage all their work.
Most firms use multiple and outdated platforms and tools that are hard to access, integrate with or manipulate the data.
How does a firm take an outdated platform and modernize it without replacing everything?

Solution

Directly engage with clients through a modern secure portal.
Automatically store documents, instantly accessible by team members.
Easily track and manage client work across your firm
Gain unlimited insights through reporting and analytics capabilities at your fingertips

Engagement Letter Wizard

Send letters in bulk.
Tracks the status of signatures.
Automatically stores signed letters.
1-click client search for access.
Downloadable PDF on demand.

Our job was to make signing Engagement letters a frictionless experience for our clients.

Demo Video

The Engagement Letter Wizard demo shows how HubSync streamlines the process of creating, sending, signing, and tracking engagement letters. I focused on designing a guided workflow that supports templates, client details, reviewer and signer setup, status tracking, and document completion in one centralized experience. The design helped make a high-volume financial workflow easier to manage by reducing repetitive steps, improving visibility, and giving users a clearer path from setup to final signature.

Client Success Story: Engagement Letter Wizard Impact

The redesigned workflow supported major operational savings by reducing manual steps and lowering the cost per engagement letter. Reported results included 60% cost savings, reducing cost per letter from $72.76 to $26.51, with $4.2M in real-world savings and Gold Globee Award recognition for innovation.

My Design Contribution

My design work focused on simplifying the engagement letter workflow through clearer step-by-step navigation, reusable UI patterns, dashboard visibility, status tracking, and guided actions for creating, routing, signing, and managing engagement letters at scale.

Tax Organizer

Smooth, digital client experience for clients to upload tax documents directly.
The HubSync electronic tax organizer gathers all 1040 data from clients in a digital, streamlined process,
Clients complete a tax questionnaire that guides the process and tailors the organizer to what is needed from each client
Quickly view the data as it is collected from clients.
All documents collected are stored automatically in HubSync for easy retrieval Pulls prior year return data from CCH.

Flow Chart

Demo Video

The Tax Organizer demo highlights how HubSync helps accounting teams collect, organize, and review client tax information in a more structured digital workflow. My design focus was to simplify a complex, form-heavy process by improving information hierarchy, step-by-step navigation, dashboard visibility, and user guidance. The goal was to help users understand what information was needed, track progress clearly, reduce manual back-and-forth, and complete tax organizer tasks with more confidence and efficiency.

The Hub Dashboard

The Hub Dashboard Dynamically brings all your work to your fingertips in one fully customized view.

One place for everything you need
Quick links to your applications
Status of Engagements
Client Interaction & Notifications
Fully customizable for your firm’s needs

What I’m Proud Of

Bridging the complexity of financial regulation with intuitive design
Advocating for accessibility and user-centricity in a high-stakes industry
Driving a culture shift from engineering-led UI to design-led workflows