Hubdoc Blog

  • How to Introduce Bill Pay as a Service at Your Accounting Firm

    How to Introduce Bill Pay as a Service at Your Accounting Firm

    Bill pay is a notoriously challenging process, but it doesn’t have to be! Learn how to implement bill pay as a service at your accounting or bookkeeping practice.

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  • On the Road Again: Xero Roadshow Australia 2019

    On the Road Again: Xero Roadshow Australia 2019

    Hubdoc will be joining Xero at the 2019 Australian roadshows. Find out what they are all about, each date and location, and who you’ll meet from Hubdoc.

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  • Source Documents: Why They’re Important for Bookkeepers & Their Small Business Clients

    Source Documents: Why They’re Important for Bookkeepers & Their Small Business Clients

    Collecting and managing source documents (bills, receipts, invoices, etc.) for your bookkeeping clients can make you a valuable business partner. Learn more!

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  • Announcing the Top 50 Cloud Accountants of 2018 (North America)

    Announcing the Top 50 Cloud Accountants of 2018 (North America)

    We’re excited to announce the Top 50 Cloud Accountants of 2018 in North America! Find out who’s leveraging cloud accounting and bookkeeping technology to create incredible client experiences.

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  • Announcing the Top 50 Cloud Accountants of 2018 (Australia)

    Announcing the Top 50 Cloud Accountants of 2018 (Australia)

    We’re excited to announce the Top 50 Cloud Accountants of 2018 in Australia! Find out who’s leveraging cloud accounting and bookkeeping technology to provide incredible client experiences.

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  • Accounting Leaders Share Their 2019 New Year’s Resolutions

    Accounting Leaders Share Their 2019 New Year’s Resolutions

    Read a few New Year's resolutions from accountants and bookkeepers looking to improve their practices and their culture as they prepare for 2019.

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  • Accounting Trends for 2019: What Advisors Need to Know

    Accounting Trends for 2019: What Advisors Need to Know

    Which accounting trends will dominate in 2019 and beyond? Jamie Shulman, Co-Founder and Co-CEO of Hubdoc, offers his insights on accounting and bookkeeping trends.

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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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