We’re excited to share a major enhancement to how Blue & Co. delivers client 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.
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 set up 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? Download our HubSync user guide here.
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.
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.
The Blue & Co. Client Gateway (“Client Gateway”) is a secure online workspace powered by HubSync that is available to our tax clients.
This platform allows you to:
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.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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