Latest Content

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

  • Start With the Basics to Fuel Growth at Your Accounting Firm

    Start With the Basics to Fuel Growth at Your Accounting Firm

    Learn to implement a few basic elements to an accounting firm, which can help create a clear vision, select core offerings, and embrace client relationships.

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  • Choosing a Niche: Why It’s Important for Accounting Firms & How to Get Started

    Choosing a Niche: Why It’s Important for Accounting Firms & How to Get Started

    Why is choosing a niche so important for accounting firms, and how do you get started? We asked a few cloud accounting leaders to share their top tips!

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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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  • 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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  • How to Go Paperless with Hubdoc and Fujitsu ScanSnap [AU]1:06:30

    How to Go Paperless with Hubdoc and Fujitsu ScanSnap [AU]

    Dreaming of a paperless practice? With the right cloud accounting tools, you can eliminate snail mail, filing cabinets, and printers, and make your paper-free dreams come true!

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  • How to Offer Cash Flow Advisory Services with Nick Fox, Vital Addition48:26

    How to Offer Cash Flow Advisory Services with Nick Fox, Vital Addition

    Get expert insights for offering cash flow advisory at your firm from Nick Fox of Vital Addition!

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  • Xerocon London 2018: Human at Heart

    Xerocon London 2018: Human at Heart

    Xerocon London 2018 was full of amazing insights for advisors! Jamie Shulman, Co-Founder and Co-CEO of Hubdoc, provides his key insights in this brief event recap.

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  • [PRESS RELEASE] Hubdoc partners with Fujitsu to help accountants automate their document and data capture

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  • QuickBooks Connect San Jose 2018: Connecting with the Community

    QuickBooks Connect San Jose 2018: Connecting with the Community

    We love attending QuickBooks Connect to check in and catch up with the Intuit community! Jamie Shulman, Co-Founder and Co-CEO of Hubdoc, reflects on this year’s event.

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  • Apply to Be a Hubdoc Top 50 Cloud Accountant of 2018

    Apply to Be a Hubdoc Top 50 Cloud Accountant of 2018

    Learn the eligibility criteria and how to apply to be considered for Hubdoc’s annual list of the Top 50 Cloud Accountants in North America and Australia!

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  • How to Get the Most Out of Your Free Hubdoc Partner Account

    How to Get the Most Out of Your Free Hubdoc Partner Account

    You just signed up for Hubdoc… now what? Learn how to get the most out of your free partner account when trying Hubdoc at your practice.

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  • Streamlining Your Accounting Firm's Technology Operations58:41

    Streamlining Your Accounting Firm's Technology Operations

    Cloud accounting technology can help increase your value as an advisor by providing you with the tools you need to provide better business insights, faster.

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  • October Product Update: Document Sorting

    October Product Update: Document Sorting

    We’re excited to introduce Document Sorting, a small feature that promises big efficiency gains.

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  • Empowering Business Owners with Proactive Advice57:50

    Empowering Business Owners with Proactive Advice

    Learn how to empower your SMB clients with proactive advice in our webinar with Peter Holtz and Monica Butch of Peter Holtz CPA!

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  • Standardizing Your Bookkeeping Workflows to Fuel Efficiency1:31:59

    Standardizing Your Bookkeeping Workflows to Fuel Efficiency

    In this webinar, Karbon’s Ian Vacin, Hawkins & Co. Accounting's Allison Hawkins, and Hubdoc’s Geoffrey Gualano share best practices and actionable tips for workflow standardization. Key takeaways inc

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  • Fuelling Growth at Your Accounting Firm with Jason Robinson of RBK Advisory [AU]1:03:27

    Fuelling Growth at Your Accounting Firm with Jason Robinson of RBK Advisory [AU]

    Learn to successfully manage growth at your firm with Jason Robinson of RBK Advisory!

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  • September Product Update: Advanced Search & Multi-Page PDF Splitting

    September Product Update: Advanced Search & Multi-Page PDF Splitting

    We’re excited to introduce Advanced Search, Multi-Page PDF Splitting, and 10 new automated connections in the United Kingdom!

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  • How to Improve Document Management at Your Accounting Firm with Hubdoc & SuiteFiles1:04:20

    How to Improve Document Management at Your Accounting Firm with Hubdoc & SuiteFiles

    Simplify your document workflow with Hubdoc and SuiteFiles! Watch our free webinar to learn more.

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  • How to Automate Payment Processing with Hubdoc & Bill.com1:03:15

    How to Automate Payment Processing with Hubdoc & Bill.com

    In this webinar, we provide a step-by-step walkthrough for how you can use Hubdoc and Bill.com together to streamline your payment processing workflow. Watch the on-demand webinar!

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  • 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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  • 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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