Case Studies

Top 100 Accounting Firm Unifies 3+ Systems into a Single Source of Truth with HubSpot

Written by Mole Street | Dec 4, 2025 9:22:52 PM

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+