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Hubdoc automating

DEMO: AUTOMATING BOOKKEEPING USING HUBDOC AND QUICKBOOKS ONLINE

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 25, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaComputer Software and Applications
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Course Description

The biggest hurdle advisors face when trying to scale their practice (and their time!) is manual work.

This can include chasing down documents from clients, doing manual data entry or going to your client's office. Firms of the future will minimize manual work to support more clients and focus on higher paying work.

To do this, you need to build systems for clients to get documents to you and let software do the heavy lifting

Learning Objectives

  • Automate bookkeeping to support more clients in less time

  • Stop chasing bills and statements and never ask clients for a document again

  • Seamlessly sync key financial docs (and their data) to QuickBooks Online

  • Setup automatic audit-proofing for clients

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Testimonials
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Carly, CA

"The webinar was great. I found solution to one of the problems i'm thinking of if I offer bookkeeping service which is getting documents from clients. I'm glad I attended this webinar. Yoseph is great. He even gave links for customer support and demo of Hubdoc."
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Laura, KS

"It Hubdoc is really as easy to use with QBO as it appeared in this demo, my life will be transformed!"
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Robert, PA

"The new way of doing accounting is with online systems and these seem to be a good choice."
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Andrew, FL

"Yoseph gave an enlightening talk on new features available in documentation management"
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Latisha, CA

"Practical information l. Considering switching to use this company's services"
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Krista, CT

"very interesting - I can see a number of our clients using this program!"
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Kenji, NV

"It was an interesting application software."
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George, NY

"For some unknown reason I was not able to connect to the webinar at the time I was suppose to, but I enjoyed what I was able to watch."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Yoseph West

Hubdoc
Head of Marketing
yoseph@hubdoc.com
6475319728

Hubdoc

Yoseph dreams of a world where accountants and bookkeepers never have to ask their clients for documents. That's why he joined Hubdoc to lead growth. Previously, he co-founded Vuru, a stock analysis platform for retail investors, and led it through its acquisition by Wave Accounting in 2012.

About Our Presenter

Hubdoc
Hubdoc gets your key financial docs in one place - automatically. Say goodbye to chasing documents and data entry and say hello to increased productivity. Every time a document is uploaded or fetched, Hubdoc seamlessly creates transactions in your accounting with key data inputted and source documents attached.