Top 100 Accounting Firm Unifies 3+ Systems into a Single Source of Truth with HubSpot
Client Overview
Sax LLP is a Top 100 multi-disciplinary accounting, tax, and advisory firm with a 65-year history of serving clients across New Jersey, New York, Pennsylvania, and Connecticut. The firm provides trusted advice to a diverse client base, from privately held companies to high-net-worth individuals, built on a foundation of deep industry expertise.
Client: Sax LLP
Industry: Professional Services, Accounting & Tax Advisory
Solution Delivered: Enterprise HubSpot Implementation, Data Migration & Integration, Technical Consulting
HubSpot Products Used: Marketing Hub Enterprise, Sales Hub Enterprise, Operations Hub Professional
Timeline: December 2022 – Present+
Key Outcomes
Unified 3+ Systems Into One Source of Truth
Disconnected tools were consolidated, giving the firm a single, reliable view of clients and operations.
145+ Team Members Successfully Onboarded
Staff adopted their first CRM with confidence, enabling consistent processes across the organization.
Core Tax Software Fully Integrated
Wolters Kluwer systems now sync with HubSpot, improving accuracy and reducing manual data handling.
25,000+ Contacts and 1,100+ Deals Cleaned and Migrated
A complete data overhaul delivered a clean, trustworthy foundation for marketing and sales.
Scalable Foundation for Firm-Wide Alignment
A unified system now supports coordinated growth and long-term efficiency across all teams.
The Challenge
As a firm running its business through traditional, offline methods, Sax LLP faced significant operational hurdles from a lack of a centralized CRM. This created data silos, manual work, and limited visibility across the organization, hindering its ability to scale marketing and business development efforts effectively. The firm needed to undertake its first-ever digital transformation to build a foundation for future growth.
Fragmented Systems and Disconnected Data
Without a single source of truth, client and prospect data were scattered across multiple disconnected systems. This made it impossible to get a unified view of relationships, track engagement history, or maintain data integrity. This forced the teams to rely on inefficient, error-prone manual processes.
Critical Need for Core System Integration
The firm’s most essential operational tool (the Wolters Kluwer tax and accounting software) was completely disconnected from its sales and marketing platforms. This lack of integration created a major gap in visibility and prevented a seamless flow of information between core business functions.
First-Time CRM Adoption at Scale
Sax needed to onboard more than 145 employees (including a 65-person marketing team and over 80 business development professionals) to their first-ever CRM. The solution had to be intuitive and delivered in a way that a team of non-technical users could understand, adopt, and leverage with confidence.
Leon Grassi
CMO & Head of Business Development
Key Deliverables
Enterprise Setup
Deployed a multi hub HubSpot environment across Marketing, Sales, and Operations to unify teams and processes.
Data Migration
Unified more than twenty five thousand contacts and over one thousand one hundred deals with automated data hygiene.
Integration
Connected HubSpot with Wolters Kluwer to enable seamless data sync and reduce manual reconciliation.
Automation
Built workflows supporting events, lead routing, and MQL scoring to increase consistency and reduce manual steps.
Enablement
Trained more than one hundred forty five users with tailored onboarding designed around their roles and daily needs.
Reporting
Delivered executive level dashboards that provide firm wide visibility and real time performance insights.
The Solution
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Enterprise-Wide HubSpot Implementation
Mole Street deployed a multi-hub HubSpot environment to serve as Sax’s centralized platform across sales, marketing, and operations. Marketing Hub Enterprise supported 65 marketers, Sales Hub Enterprise structured processes for 80+ business development reps, and Operations Hub maintained data quality and integration workflows.
Seamless Data Migration and Consolidation
A phased migration unified decades of historical data, providing a clean, accurate foundation. Over 25,000 contacts and 1,100+ historical deals were imported and standardized, with automated workflows established to preserve long-term data hygiene.
Custom Integration with Wolters Kluwer
Mole Street integrated HubSpot with Sax’s core tax and accounting software to sync critical client and project data. This eliminated manual entry, aligned systems, and delivered a unified view of client activity across touchpoints.
Structured Sales & Marketing Automation
Foundational automation replaced manual processes, enabling scalable lead management, event execution, and client outreach. Mole Street implemented lead scoring, MQL definitions, segmentation by industry niches, and automated event workflows to align teams and drive efficiency.
Firm-Wide Enablement and Training
A role-based training program equipped teams across marketing, sales, and admin to adopt HubSpot confidently. Through tailored modules, live workshops, and ongoing office hours, Sax gained full autonomy in campaign management, pipeline tracking, and reporting.
Before and After Mole Street
Data Management
Before
Disconnected data in multiple systems
After
Single source of truth in HubSpot
Impact
Consistent, reliable data across the organization
Deal Tracking
Before
Manual, offline deal tracking
After
Automated sales pipeline in Sales Hub
Impact
Improved forecasting and faster deal progression
Marketing Automation
Before
No marketing automation capabilities
After
Automated event and nurture workflows
Impact
Stronger engagement and higher campaign efficiency
Core System Integration
Before
Disconnected core tax software
After
Wolters Kluwer integrated with HubSpot
Impact
Eliminated manual handoffs and reduced data entry errors
Reporting
Before
No unified reporting
After
Real time executive and performance dashboards
Impact
Faster, data driven decision making
Contact Segmentation
Before
Limited contact segmentation
After
Granular segmentation by industry niche
Impact
More relevant messaging and improved conversion potential
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