Baker Tilly, an advisory, tax and assurance company, has partnered with accounting workflow platform HubSync to improve the way tax services are delivered for its middle‑market clients.
The arrangement aligns with Baker Tilly’s broader programme to update and digitise the tax engagement process through more standardised, integrated and AI-supported workflows.
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As part of the collaboration, Baker Tilly plans to deploy HubSync’s platform across its tax practice to handle workflow management, document sharing, digital approvals and centralised monitoring of tax engagements.
The platform’s AI-enabled tools are designed to cut back on manual administrative work, ensure more consistent processes across client engagements and free capacity for work with a greater advisory focus.
Baker Tilly Tax and Tax Advisory managing principal Lynette Stolarzyk said: “This collaboration strengthens how we combine technology, data and professional expertise to deliver a more connected and responsive tax experience.”
Recently, Baker Tilly International released a research report titled ‘The mid‑market maze’, which suggested that mid-sized companies are heading into a decade defined by tension between fast‑moving technology and limited human expertise.
According to the study, 60% of respondents see talent scarcity as the biggest single brake on mid‑market growth by 2035.
While organisations are committing significant resources to AI, automation and digital transformation, many fear these technologies could weaken the pipeline of senior leaders.
Some 57% of executives anticipate a “crisis of leadership” as technology reshapes or replaces entry and mid‑level positions that traditionally acted as training routes for top roles.
Political instability is also affecting strategy making, with 35% of organisations globally reporting that they have postponed or cancelled major investments following rapid policy changes.
The research also indicated that although leaders are concerned about a “hyper‑regulated future”, compliance is still not being given sufficient strategic priority.
The research draws on scenario planning and a survey of 1,500 CEOs and C‑suite leaders from mid-market companies with revenues of $50m–1bn across nine major global markets.
