Latest Content

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

  • Xerocon Brisbane 2018: Making Human Connections

    Xerocon Brisbane 2018: Making Human Connections

    Xerocon Brisbane 2018 was a blast! There was a lot to learn at the event – here are our top three takeaways.

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  • The Next Chapter in the Hubdoc Story

    The Next Chapter in the Hubdoc Story

    Everything good in business and life is about people and shared values. That is why we are so excited to get to work on executing our vision for the future as part of the Xero family.

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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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  • 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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  • 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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  • 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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  • 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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  • 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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  • Managing Your Clients’ Passwords: Tips for Accounting & Bookkeeping Professionals

    Managing Your Clients’ Passwords: Tips for Accounting & Bookkeeping Professionals

    How can accountants and bookkeepers manage a high volume of client passwords efficiently and – more importantly – securely? Read our blog post to find out!

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  • Xerocon Brisbane 2018: Accounting Leaders Reflect on the Power of Cloud Technology

    Xerocon Brisbane 2018: Accounting Leaders Reflect on the Power of Cloud Technology

    Cloud accounting leaders share how cloud accounting technology has transformed their practice and what they’re looking forward to at Xerocon Brisbane 2018!

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  • How to Embrace Flexibility & Manage a Distributed Team53:59

    How to Embrace Flexibility & Manage a Distributed Team

    In this webinar, Meryl Johnston shares her insights on how accounting firms can embrace flexibility, operate remotely, and serve a global client base.

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  • Getting Started with Hubdoc & Xero [NA]25:25

    Getting Started with Hubdoc & Xero [NA]

    Learn how to get started with Hubdoc & Xero!

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  • How to Demystify Your Clients' Numbers with Hubdoc & Float48:25

    How to Demystify Your Clients' Numbers with Hubdoc & Float

    In this on-demand webinar, we discuss how Hubdoc and Float can help demystify your clients’ numbers.

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  • 9 Reasons You Need a Kickin’ Bookkeeping Workflow

    9 Reasons You Need a Kickin’ Bookkeeping Workflow

    Standardizing your bookkeeping workflows will enable you to improve work quality, consistency, efficiency, and more! In this blog post, Kellie Parks shares some of the advantages of workflows.

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  • Bookkeeping Meets Document Automation: Introducing Hubdoc, a Xero Product [UK]35:48

    Bookkeeping Meets Document Automation: Introducing Hubdoc, a Xero Product [UK]

    Hubdoc is a Xero add-on that automatically fetches bills, receipts, and statements from hundreds of financial institutions and online suppliers, extracts the key data, and syncs with Xero for seamless

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  • Getting Started with Hubdoc & Xero [UK]15:36

    Getting Started with Hubdoc & Xero [UK]

    Learn how to get started with Hubdoc and Xero! This webinar focuses on how advisors based in the UK can add clients, set up connections, and set up auto-publishing to Xero.

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  • Getting Started with Hubdoc & Xero [AU]58:25

    Getting Started with Hubdoc & Xero [AU]

    Make bookkeeping easy with Hubdoc and Xero! Hubdoc automatically fetches bills, receipts, and statements from hundreds of financial institutions and online suppliers, extracts the key data, and syncs

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  • Bookkeeping Meets Document Automation: Introducing Hubdoc, a Xero Product [AU]1:06:08

    Bookkeeping Meets Document Automation: Introducing Hubdoc, a Xero Product [AU]

    In this webinar, we discuss automated document collection and share how advisors based in Australia can get started with Hubdoc.

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  • How to Select the Right Accounting Apps for Your Firm56:00

    How to Select the Right Accounting Apps for Your Firm

    Learn how to choose the right accounting apps for your firm in this free webinar with Acuity's Kenji Kuramoto!

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  • 3 Tips for More Effective Cloud Conversations with Your Clients

    3 Tips for More Effective Cloud Conversations with Your Clients

    Whether you’re working with a cloud-savvy or tech-averse client, here are a few tactics you can use to have more productive cloud conversations.

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  • 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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  • 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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  • 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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  • 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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