How-tos & Webinars
We want to help you build your dream practice. You'll find helpful webinars and videos below.
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!
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.
Getting Started with Hubdoc & Xero [NA]
Learn how to get started with Hubdoc & Xero!
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.
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
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.
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
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.
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!
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!
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
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)
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.
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!
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!
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.
How to Increase Practice Efficiency & Improve Your Client Experience
In this webinar, Cindy Hovig joins Hubdoc and Xero to explain how she increases practice efficiency and improves her client experience using cloud accounting technology.
How to Achieve Automated Bank Reconciliation with Hubdoc & Xero
Learn how to achieve automated bank reconciliation with Hubdoc and Xero!
How to Achieve Automated Bank Reconciliation with Hubdoc & QuickBooks Online
In this webinar, we demonstrate how to automate bank reconciliation using Hubdoc and QuickBooks Online.
Document Collection Webinar Series Part 3: Streamlining Your Front-End Workflow
Watch our webinar recording with Gabrielle Fontaine on how to combine automation with client collaboration to get the information you need and save your sanity.