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Welcome to the Hubdoc blog, where advisors can learn how to use technology to build a people-first accounting or bookkeeping practice.

  • Introducing Hubdoc as Part of the Xero Partner Program

    Introducing Hubdoc as Part of the Xero Partner Program

    We’re excited to introduce Hubdoc as part of the Xero partner program! Xero partners can now earn Xero partner points by using Hubdoc with Xero.

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  • 8 Questions to Kickstart Advisory Conversations with Your Clients

    8 Questions to Kickstart Advisory Conversations with Your Clients

    Kickstart advisory conversations with your clients! Read our blog post to get ideas from leading accounting and bookkeeping professionals.

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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 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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  • 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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  • 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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  • 3 Quick Tips to Help Your Clients Get Organised for EOFY

    3 Quick Tips to Help Your Clients Get Organised for EOFY

    End of Financial Year is quickly approaching in Australia! Steph Hinds, Head Ninja at Growthwise, offers three tips to help clients get organised so you can both have a successful EOFY.

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  • From Desktop to Cloud Bookkeeping: Gaining Buy-In from Staff & Clients

    From Desktop to Cloud Bookkeeping: Gaining Buy-In from Staff & Clients

    Thinking about adopting cloud bookkeeping technology? Learn tips and best practices from a firm that has successfully transitioned the cloud!

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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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  • 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 Collect Clean Client Data & Provide Better Financial Advice1:09:45

    How to Collect Clean Client Data & Provide Better Financial Advice

    In this session, Hubdoc's Matt Bunston and Futrli's Stuart Hunter chatted with Timothy Thompson, Account Manager at Xero.

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  • Building a Paperless Bookkeeping Workflow with Hubdoc & Fujitsu ScanSnap0:00

    Building a Paperless Bookkeeping Workflow with Hubdoc & Fujitsu ScanSnap

    Learn how to build a paperless bookkeeping workflow with bookkeeping expert Jennie Moore!

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  • The Importance of Defining Your Bookkeeping Services

    The Importance of Defining Your Bookkeeping Services

    Defining your bookkeeping service offerings is important for any bookkeeping practice – especially those who are on the road to advisory. Learn why (and how to get started).

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  • Hubdoc Pro Tips with Kelvin Gieck & Twyla Verhelst: How to Use Hubdoc to Collect Clean Client Data & Provide Better Financial Advice1:00:01

    Hubdoc Pro Tips with Kelvin Gieck & Twyla Verhelst: How to Use Hubdoc to Collect Clean Client Data & Provide Better Financial Advice

    In this session, we chatted with Kelvin Gieck and Twyla Verhelst, Co-Founders of Twenty Eighty and Helm. Watch the webinar on-demand to learn how to collect clean client data to provide better advice.

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  • Partner Success Story: Polay + Clark

    Partner Success Story: Polay + Clark

    Learn how Xero and Hubdoc helped Polay + Clark increase flexibility and transparency.

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  • Partner Success Story: Bean Ninjas & BRHYTHMIC

    Partner Success Story: Bean Ninjas & BRHYTHMIC

    Learn how seamless document collection helped Bean Ninjas build better client experiences.

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  • Guide to Defining & Packaging Your Bookkeeping Services

    Guide to Defining & Packaging Your Bookkeeping Services

    Learn how to define, document, package, price, and go-to-market with your bookkeeping services.

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  • Why Bookkeepers are Essential Partners to Hospitality Businesses

    Why Bookkeepers are Essential Partners to Hospitality Businesses

    Businesses in the hospitality industry often face many challenges, not least of all accurate and up-to-date books. Learn how bookkeepers can provide serious value to hospitality businesses.

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  • How to Streamline Your Bill Pay Workflow with Hubdoc & Veem41:11

    How to Streamline Your Bill Pay Workflow with Hubdoc & Veem

    In this webinar, we demonstrate how to streamline your bill pay workflow with Hubdoc, Veem, and your cloud-based general ledger.

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  • How to Go Paperless with Hubdoc & Fujitsu ScanSnap [AU]0:00

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

    In this webinar recording, we show you how to use the combined powers of Hubdoc and Fujitsu ScanSnap Cloud to help you go paperless at your accounting or bookkeeping firm.

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  • How Bill & Receipt Data Extraction Enable Seamless Bookkeeping

    How Bill & Receipt Data Extraction Enable Seamless Bookkeeping

    Bill and receipt data extraction can be powerful to make bookkeeping seamless. Learn how Hubdoc extracts data, and the benefits for clients and advisors.

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  • Guide to Specialization for Accounting & Bookkeeping Practices

    Guide to Specialization for Accounting & Bookkeeping Practices

    “Specializing”, “niching down”, or “verticalization” can help to build the level of expertise required to be a trusted advisor. But what steps do practices need to take to specialize?

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  • Hubdoc Pro Tips with Leslie Jorgensen, Supporting Strategies: How a Platinum Partner Gets the Most Out of Hubdoc1:02:24

    Hubdoc Pro Tips with Leslie Jorgensen, Supporting Strategies: How a Platinum Partner Gets the Most Out of Hubdoc

    In this webinar, Leslie Jorgensen, CEO and Founder of Supporting Strategies, provides a behind-the-scenes look at how Supporting Strategies uses Hubdoc.

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  • 3 Ways Hubdoc’s Audit Trail Can Improve Your Client Relationships

    3 Ways Hubdoc’s Audit Trail Can Improve Your Client Relationships

    Hubdoc’s Document Audit Trail feature provides information on who, how, and when a document was uploaded, which can help you improve client engagement.

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  • Get Started with Hubdoc & Xero 17 April 2019[AU]26:02

    Get Started with Hubdoc & Xero 17 April 2019[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

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  • How to Provide Additional Value to Your Small Business Clients with Virtual CFO Services

    How to Provide Additional Value to Your Small Business Clients with Virtual CFO Services

    The demand for virtual CFO services is increasing among small businesses. Learn David Emmerman’s tips for bridging the gap between outsourced accountant and virtual CFO.

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  • Bookkeeping Meets Document Automation – April 10, 2019 [AU]23:23

    Bookkeeping Meets Document Automation – April 10, 2019 [AU]

    With Hubdoc, advisors are able to spend less time managing client documents and more time providing valuable advisory services. Better yet, using tools like Hubdoc and Xero together will remove fricti

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  • Partner Success Story: Prix Fixe Accounting & Tourists

    Partner Success Story: Prix Fixe Accounting & Tourists

    Learn how Prix Fixe Accounting streamlined their document management with Hubdoc.

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  • How to Win More Time by Building Internal Processes

    How to Win More Time by Building Internal Processes

    Process development is critical for forward-thinking accounting and bookkeeping firms. Accountingprose’s Cristina Garza offers her tips for developing processes at your practice.

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  • Pre-Advisory Checklist

    Pre-Advisory Checklist

    The road to advisory starts here.

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