We’re excited to share a major enhancement to how Blue & Co. delivers tax services - one that’s designed to make your experience smoother, smarter, and more secure.
We are continually striving to make the tax return process even more streamlined and secure - and our new Client Gateway, powered by HubSync, is a big step in that direction.
This all-in-one platform will simplify how you interact with your tax team and manage your tax documents.
The Client Gateway offers:
Our HubSync PDF user guides provide step-by-step instructions to help you get started and feel confident using the platform.
Be on the lookout for invitations to virtual training sessions on using your Blue & Co. Client Gateway.
Each session will include a demo and Q&A. The demo will walk you through logging in, navigating the Client Gateway, viewing your team, sending messages, using the upload feature, and accessing the organizer.
HubSync client onboarding has begun and will reach all of our clients by January 2026. Your client service team will communicate with you when it is time to set up your account.
Please note that you will receive account setup and notification messages from the following email addresses:
If you have not seen any messages from these addresses, please check your junk and/or spam folders. For business clients, please notify your IT team about whitelisting the above domains.
The Blue & Co. Client Gateway (“Client Gateway”) is a secure online workspace powered by HubSync.
This platform allows you to:
We are continually striving to make the tax return process even more streamlined and secure - and our new Client Gateway, powered by HubSync, is a big step in that direction.
Additionally. HubSync offers:
Follow the prompts to setup and establish your account.
If you have already set up your account, you can log in by visiting the HubSync website and entering your email.
Click “Forgot Password” on the login page, if needed, then enter your password following the security requirements listed on the page.
Need more help? Contact your Blue & Co. engagement team.
If you didn't receive your account setup email message, check your inbox's junk and/or SPAM folders.
Need more help? Contact your Blue & Co. engagement team.
If you are not seeing a workspace when you log in, you may not have access yet or need permission.
Need more help? Contact your Blue & Co. engagement team.
To access information quickly within the HubSync Client Gateway, use the Workspaces menu on the left, then select the Workspace (also called a “Tile”) you expect to access frequently.
Click the star icon on that Tile to save it as a Favorite at the top of the menu.
To unsave this Favorite, simply unclick the star.Yes, users can change their Client Gateway viewing experience.
There are two different viewing options:
If you prefer the default view, click “Reset to Default” in the upper right corner.
AssureSign is the system used by the Client Gateway to securely email you requests for your electronic signature on documents such as:
To sign the documents, click the link in the email, and review the document. Select Adopt and apply your e-signature to complete.
Yes, users can adjust their email notification settings within the platform.
To manage your email notifications, sign into the Gateway, click your name (top right) → Notifications, then choose your communication preferences: Instant, Daily, or Never. You can apply these settings to specific HubSync modules
Yes, HubSync is our preferred method for secure document exchange and signature tracking.
If you need an alternative solution, please contact your Blue & Co. tax team.
TaxCaddy will remain active based on your arrangement. Contact your Blue & Co. team for help transferring documents that you have uploaded to TaxCaddy for the 2025 tax year.
We understand that transitions can come with uncertainty, and our team is ready to provide clear answers, support, and practical solutions tailored to your needs.
If you have questions or need guidance at any point, your Blue & Co. advisor is here to help.
Email
clientgateway@blueandco.com
Phone Number
800-717-2583
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