HubSync Client Resources
A streamlined way to connect with your RLB team.
Getting Started
Understanding Request Lists
Request lists help you and your RLB team organize and track documents and information required for an engagement.
You may receive an email notification from HubSync when you are added to a request list. Depending on the timing of your year-end or engagement, you may not need to take immediate action. Your RLB team will follow up when information is required.
Using HubSync
Once signed in, you can access the workspace(s) associated with your account. From your workspace, you can review information requests, upload documents and access files related to your engagement.
Providing Documents
There are two ways to securely upload documents through HubSync:
- Upload to a request: Attach a document directly to the applicable item on your request list.
- Upload through Files: Use the Files area to upload documents directly to your workspace.
If you have access to multiple workspaces, confirm that you are in the correct workspace before uploading documents.
HubSync Client Portal FAQ
HubSync is RLB’s secure client portal. It provides a centralized location where you can upload documents, review outstanding information requests and securely exchange information with your RLB team.
RLB uses HubSync to enhance your experience when working with our team. The platform provides improved visibility into outstanding information requests and a more efficient process for securely exchanging files and information.
Our goal is to provide a seamless and transparent way for you to work with your RLB team.
In your portal dashboard, look at the top right corner and click your name. Select Notifications, and you’ll see three email notification settings:
- Instant
- Daily
- Never
You can customize each notification type based on the HubSync modules you’re using.
RLB uses HubSync as its secure client portal. You may receive emails directly from HubSync regarding your account, access to the portal, request lists or activity within your workspace.
If you are uncertain about an email or notification you received, please contact your RLB advisor before opening links or providing information.
Before reviewing requests or uploading documents, select the workspace associated with the appropriate company, engagement or service.
Confirm that you are working within the correct workspace before providing information.
Documents made available through HubSync can be accessed from the applicable workspace. Review the Files area and any relevant request lists for documents connected to your engagement.
Need help?
For assistance with HubSync access or information requests, please contact your RLB advisor.