Hubdoc and Citrix ShareFile Deliver Automated Document Management

February 17, 2016 Yoseph West

Toronto, Canada – February 17, 2016 – Accountants and bookkeepers rejoice! They can stop chasing their clients for bills, statements and financial source documents. Today, Hubdoc announced its integration with Citrix ShareFile, a leading provider of secure file sharing solutions for accountants and bookkeepers. Hubdoc’s integration with Citrix ShareFile means no more chasing down clients for bills and statements, no more asking clients for the source documents that back up key financial transactions and no more waiting until end of year to begin the work of closing the books.
 

Imagine the accountant’s dream world

  • Bank statements, check images and deposit slips were automatically delivered to a Citrix ShareFile account, filed in the corect folder and named appropriately.
  • All source documents such as the invoices and receipts that back up key financial transactions are available immediately to accountants and bookkeepers in their Citrix ShareFile account.
     

How does it work? It's as easy as 1-2-3

  1.  Accountants invite their clients to set up Hubdoc accounts.

  2.  Clients use Hubdoc to automatically fetch bank and credit card statements  and monthly recurring bills.

  3.  Hubdoc syncs those documents to Citrix ShareFile as they become available.


“Accountants, bookkeepers and their clients are giddy about the prospect of end-to-end document workflow automation,” said Jamie Shulman, co-founder and co-CEO of Hubdoc. “So much time and energy is wasted asking clients for documentation. This partnership eliminates all of that waste -- which means running your business more efficiently and profitably.”   

“The entire accountant-client relationship is being transformed by the movement to the cloud,” said Laura Ivey, Strategic Partnerships at Citrix ShareFile. “Hubdoc and Citrix ShareFile are rebuilding document management workflows in much the same way that PayPal, Stripe and Square have revolutionized payments.”  

If you currently use Citrix ShareFile but not Hubdoc, call 1-800-577-2842 to set up a demonstration or sign up for Hubdoc at www.hubdoc.com.

If you currently use Hubdoc but not Citrix ShareFile, call 919-745-6203, email fletcher.martin@citrix.com or try ShareFile for Accounting free for 30 days.
 

About 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 and automation. Every time a document is uploaded or fetched, Hubdoc seamlessly creates transactions in your accounting platform with key data inputted and source documents attached. Hubdoc integrates with QuickBooks, Xero, Bill.com and other leading accounting platforms.
 

About Citrix

Citrix (NASDAQ:CTXS) is leading the transition to software-defining the workplace, uniting virtualization, mobility management, networking and SaaS solutions to enable new ways for businesses and people to work better. Citrix solutions power business mobility through secure, mobile workspaces that provide people with instant access to apps, desktops, data and communications on any device, over any network and cloud. With annual revenue in 2015 of $3.28 billion, Citrix solutions are in use at more than 400,000 organizations and by over 100 million users globally. Learn more at www.citrix.com.

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