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How to Streamline Your Document Workflow with Hubdoc & SmartVault

May 10, 2018 Geoffrey Gualano

Relying on your clients to get you the information and financial documents that you need, when you need them, can be a huge challenge.

Using the right technology will help you increase client collaboration and efficiency in your bookkeeping workflow, especially when it comes to document collection and management.

In this webinar, we’ll show you how you can use Hubdoc and SmartVault together to streamline your workflow and increase the accessibility of your clients' financial documents.

Watch this webinar to learn:

  • How to automatically fetch bank statements, bills, and receipts using Hubdoc
  • How to streamline document management, securely store information, and collaborate with your clients using SmartVault
  • Tips and best practices for increasing workflow efficiency with an integrated technology stack

Introduce Hubdoc to your workflow today – sign up for your free VIP Hubdoc account!

About the Author

Geoffrey Gualano

Geoffrey Gualano is the Director of Marketing at Hubdoc. He has a passion for customers and bringing products to market. An ex-musician and aspiring chef, he spends his free time cooking and listening to music. Follow his cloud bookkeeping journey in 'How I Learned Cloud Bookkeeping'!

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