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Welcome to our Hub—a place for advisors to keep up with the latest trends in Cloud Accounting.

  • July Product Update: Document Audit Trail

    July Product Update: Document Audit Trail

    We’re excited to introduce Document Audit Trail! Get insight into when, who, and how documents were uploaded into Hubdoc. Learn more in our product update!

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  • Learn how to effectively set client expectations in our free checklist!

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  • 6 Reasons to Offer App Advisory Services

    6 Reasons to Offer App Advisory Services

    App advisory is becoming an increasingly promising area of advisory services – it’s a win-win for both advisors and clients. Read our blog to learn more about the benefits!

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  • Setting Expectations: The Key to Prosperous Client Relationships

    Setting Expectations: The Key to Prosperous Client Relationships

    Understanding how to set expectations proactively at every stage of the client journey will help you build prosperous client relationships. Download our free checklist to learn more!

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  • Hours to Minutes Event Recap: How to Save Time in Your Bookkeeping Workflow

    Hours to Minutes Event Recap: How to Save Time in Your Bookkeeping Workflow

    We recently hosted our Hours to Minutes event in partnership with Intuit QuickBooks and Plooto in Toronto! Here are some of the things we learned from the accounting community.

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  • The Accounting Community Rocks! Here’s Why You Should Get Involved

    The Accounting Community Rocks! Here’s Why You Should Get Involved

    Connecting with the accounting community can add a ton of value to your practice. Read our blog post three reasons to get involved.

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  • Sharing Our Values: The Humans Behind the Robots

    Sharing Our Values: The Humans Behind the Robots

    Hubdoc's values are a representation of who we are. We are sharing them with you, our customers and partners, so that you can continue to hold us accountable to them.

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  • 3 Key Insights from Polay + Clark’s Cloud Accounting Transition

    3 Key Insights from Polay + Clark’s Cloud Accounting Transition

    Even if you’re prepared for your firm’s cloud transition, it’s important to note that it will also be a learning experience. Here are 3 key insights from Polay + Clark's transition to the cloud.

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  • Why You Need to Standardize Your Onboarding Process (and How to Get Started)

    Why You Need to Standardize Your Onboarding Process (and How to Get Started)

    Onboarding – the process of familiarizing a new client with your firm’s services – is a critical part of your client experience. Learn the benefits of standardizing your onboarding process.

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  • Get to Know the Top 50 Cloud Accountants of 2017 (North America)

    Get to Know the Top 50 Cloud Accountants of 2017 (North America)

    Flip through our e-magazine to get to know the Top 50 Cloud Accountants of 2017 in North America!

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  • Fighting App Fatigue: How to Evaluate & Select the Right Accounting Tech

    Fighting App Fatigue: How to Evaluate & Select the Right Accounting Tech

    The accounting app landscape has hundreds of solutions – how do you choose which ones will drive results at your practice?

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  • A Simple, Scalable Method for Providing Consistent Financial Advisory Services

    A Simple, Scalable Method for Providing Consistent Financial Advisory Services

    Scaling your advisory services can be difficult. One simple way to do this to help your clients determine ROI on their marketing efforts – here’s how to do it.

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  • Accounting Trends That Will Dominate in 2018 & Beyond

    Accounting Trends That Will Dominate in 2018 & Beyond

    Understanding which accounting trends will dominate in 2018 (and beyond) is critical for future-proofing your accounting or bookkeeping firm.

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  • Announcing the Top 50 Cloud Accountants of 2017 (Australia)

    Announcing the Top 50 Cloud Accountants of 2017 (Australia)

    We’re excited to announce the Top 50 Cloud Accountants of 2017 in Australia! Find out who’s setting an example with cloud accounting technology.

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  • Announcing the Top 50 Cloud Accountants of 2017 (North America)

    Announcing the Top 50 Cloud Accountants of 2017 (North America)

    We’re excited to announce the Top 50 Cloud Accountants of 2017 in North America! Find out who’s setting an example with cloud accounting technology.

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  • How I Learned Cloud Bookkeeping1:26:44

    How I Learned Cloud Bookkeeping

    Our Sr. Product Mktg Manager took over as Hubdoc's bookkeeper! In this webinar, he shares how he built a cloud bookkeeping tech stack and optimized our workflows.

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  • Marketing for Accountants: The Essential Checklist

    Marketing for Accountants: The Essential Checklist

    Ramping up your firm’s marketing efforts can seem overwhelming. Download our free ‘Marketing for Accountants’ checklist to ensure you’ve got everything covered!

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  • Bookkeeping Workflows: How to Identify Inefficiencies (and Fix Them with Technology)

    Bookkeeping Workflows: How to Identify Inefficiencies (and Fix Them with Technology)

    Technology is making it easier to eliminate bookkeeping workflow inefficiencies. Start identifying these inefficiencies and find the right tech solutions.

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  • Cloud Accounting FAQs: What Your Clients Need to Know

    Cloud Accounting FAQs: What Your Clients Need to Know

    Getting your clients on board with cloud accounting is easier said than done. Here are five FAQs about cloud accounting and how to answer them.

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  • Bookkeeping Made Easier: Introducing Hubdoc’s Integration with Xero HQ

    Bookkeeping Made Easier: Introducing Hubdoc’s Integration with Xero HQ

    With Hubdoc's integration to Xero HQ, keeping client books up-to-date has never been easier.

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  • 8 Tips to Successfully Market Your Accounting Firm

    8 Tips to Successfully Market Your Accounting Firm

    Learn how to market an accounting firm like a pro with these 8 tips!

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  • Tips to Define and Attract Your Ideal Bookkeeping Client

    Tips to Define and Attract Your Ideal Bookkeeping Client

    As an accountant or bookkeeper, you want to work with the best clients. Those that value your work and expertise. Here are some helpful tips to define and attract your ideal bookkeeping client.

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  • 12 Essential Apps to Run a Successful Cloud Accounting Practice

    12 Essential Apps to Run a Successful Cloud Accounting Practice

    To run a successful cloud accounting practice you’ll need apps to enable communication, collaboration, and productivity. These 12 cloud accounting apps are essential to helping your firm succeed

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  • Case Study: How Cloud Bookkeeping Can Supercharge Your Practice

    Case Study: How Cloud Bookkeeping Can Supercharge Your Practice

    Learn how Beyond Bookkeeping, Intuit Firm of the Future and Hubdoc Top 50 Cloud Accountant, took their firm to the next level by adopting cloud bookkeeping.

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  • Hours to Minutes (Brought to You by Hubdoc, Intuit & Plooto) – Event Recap1:07

    Hours to Minutes (Brought to You by Hubdoc, Intuit & Plooto) – Event Recap

    On Wednesday, June 27, 2018, we had the pleasure of partnering with Intuit and Plooto to host our ‘Hours to Minutes’ event! Watch our event recap now!

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  • Hours to Minutes: How to Save Time in Your Bookkeeping Workflow [Event]

    Hours to Minutes: How to Save Time in Your Bookkeeping Workflow [Event]

    Cloud technology is radically changing the way bookkeeping is done. Tasks that used to take hours now take only minutes to complete. In this presentation (brought to you by Hubdoc, Intuit QuickBooks,

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  • The Domino Strategy: How to Identify the First Step to Achieving Your Firm’s Long-Term Goals

    The Domino Strategy: How to Identify the First Step to Achieving Your Firm’s Long-Term Goals

    Is your accounting firm working to accomplish one big goal? Leveraging the domino strategy will help you knock down the tasks that need to be accomplished in order to achieve it!

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  • Learn how to effectively set client expectations in our free checklist!

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  • 5 Ways to Help Your Firm Hire Remotely

    5 Ways to Help Your Firm Hire Remotely

    Onboarding and integrating remote employees can be challenging! Here are 5 tips for hiring remote employees at your accounting or bookkeeping firm.

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  • Hubdoc Product Updates - May 201854:16

    Hubdoc Product Updates - May 2018

    We’ve been hard at work developing features to help your practice increase efficiency and save time! In this webinar, the Hubdoc product team brings you up to speed on all our recent updates, as well

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  • Hours to Minutes: 3 Time-Saving Bookkeeping Workflows

    Hours to Minutes: 3 Time-Saving Bookkeeping Workflows

    Standardized processes and the right cloud technology can help you experience major time savings in your bookkeeping workflows. Use these 3 recommended workflows to turn hours into minutes!

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  • Hubdoc Product Update - 16th May 201834:41

    Hubdoc Product Update - 16th May 2018

    New Hubdoc product releases including: - Machine Learning Data Extraction (8:10) - Auto File 2.0 (11:00) - 2 Factor Authentication (24:20) - Zoom (28:00)

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  • 5 Ways to Get Ready for QuickBooks Connect Sydney

    5 Ways to Get Ready for QuickBooks Connect Sydney

    Get the most out of your QuickBooks Connect Sydney experience! Here are five ways to prepare for the conference.

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  • How to Streamline Your Document Workflow with Hubdoc & SmartVault1:04:05

    How to Streamline Your Document Workflow with Hubdoc & SmartVault

    Learn how to use Hubdoc and SmartVault together to streamline your workflow and increase the accessibility of your clients' financial documents.

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  • 3 Benefits of Standardizing Your Bookkeeping Workflows

    3 Benefits of Standardizing Your Bookkeeping Workflows

    Want to learn how standardizing your bookkeeping workflows will increase efficiency and profitability at your firm? Check out our blog post for three key benefits of standardization.

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  • April Product Update: Auto-File 2.0

    April Product Update: Auto-File 2.0

    What’s better than automatic folder creation and document organization? The ability to merge and delete folders/vendors, and to only have to do it once!

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  • Achieving Real-Time Financials: How Growthwise Resolves Inefficiencies to Reduce Reporting Time

    Achieving Real-Time Financials: How Growthwise Resolves Inefficiencies to Reduce Reporting Time

    Want to enable better, faster decision-making for your small business clients? Follow these four steps to get closer to providing real-time financials.

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  • 12 Ways to Kickstart Your Bookkeeping Workflow

    12 Ways to Kickstart Your Bookkeeping Workflow

    Stop overthinking and start doing! Here are 12 steps you can take to create a kickin’ bookkeeping workflow.

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  • How to Go Paperless with Hubdoc & Fujitsu ScanSnap42:59

    How to Go Paperless with Hubdoc & Fujitsu ScanSnap

    Dreaming of a paperless practice? Watch our webinar to learn how to go paperless with Hubdoc and Fujitsu ScanSnap!

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  • 2018 Accounting Conferences & Events Guide

    2018 Accounting Conferences & Events Guide

    Stay up-to-date on the must-attend accounting conferences and events in 2018!

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  • March Product Update: Better, Faster Data Extraction

    March Product Update: Better, Faster Data Extraction

    We’re improving the way we extract data from uploaded documents – bringing you one step closer to “real-time” bookkeeping.

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  • How to Use Hubdoc to Stop Chasing Bank Statements, Bills & Receipts33:49

    How to Use Hubdoc to Stop Chasing Bank Statements, Bills & Receipts

    Learn how to use Hubdoc to automatically fetch your clients' bank statements, bills, and receipts!

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  • The Accounting Firm's Marketing Journey58:02

    The Accounting Firm's Marketing Journey

    In this webinar, Hubdoc's Yoseph West and The Profitable Firm's Karen Reyburn discuss how accounting and bookkeeping firms can maintain momentum on their marketing journey.

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  • Get to Know the Top 50 Cloud Accountants of 2017 (Australia)

    Get to Know the Top 50 Cloud Accountants of 2017 (Australia)

    Flip through our e-magazine to get to know the Top 50 Cloud Accountants of 2017 in Australia!

    Read Flipbook
  • 6 Cloud Accounting Tools to Help Your Clients Manage Their Cash Flow

    6 Cloud Accounting Tools to Help Your Clients Manage Their Cash Flow

    Understanding cash flow is critical to the success of your small business clients. Here are 6 cash flow tools that can help!

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