Latest Content

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

  • Hubdoc Support is Now Available in Xero Central

    Hubdoc Support is Now Available in Xero Central

    Hubdoc support is now available in Xero Central! If you are not using Xero, you can still access Hubdoc support via Hubdoc’s existing system.

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  • Introducing Small Business Permissions in Hubdoc

    Introducing Small Business Permissions in Hubdoc

    Business owners now have more control over who can manage and access documents in Hubdoc.

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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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  • 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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  • How to Streamline Bank Reconciliation with Hubdoc & Xero2:14

    How to Streamline Bank Reconciliation with Hubdoc & Xero

    Hubdoc is a data capture solution that helps the world’s leading accountants and bookkeepers save time, scale their practice, and build deeper relationships with the small businesses they serve.

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  • How to Streamline Your Business' Bookkeeping with Hubdoc & Xero2:02

    How to Streamline Your Business' Bookkeeping with Hubdoc & Xero

    With Hubdoc & Xero, you can streamline document collection, data entry, and bank reconciliation so you can increase efficiency, prepare for an audit, and gain insights to help you run your business.

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  • Partner Success Story: Zenbooks & Somerset Health

    Partner Success Story: Zenbooks & Somerset Health

    Learn how Canadian accounting firm Zenbooks created happier bookkeeping staff through seamless document collection, and how that translated into happier clients.

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  • The Hubdoc ScanSnap Workflow: Setting Up Fujitsu ScanSnap for Streamlined, Paperless Bookkeeping44:06

    The Hubdoc ScanSnap Workflow: Setting Up Fujitsu ScanSnap for Streamlined, Paperless Bookkeeping

    In this session, Hubdoc's Matt Bunston and Dylan Burgess discussed: - How to set up Fujitsu ScanSnap with Hubdoc and troubleshoot common issues - How to scan paper documents directly into Hubdoc, ext

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  • Connect Hubdoc and Bill.com for a Seamless Bill Pay Workflow

    Connect Hubdoc and Bill.com for a Seamless Bill Pay Workflow

    From document collection and transaction coding in Hubdoc, to payment processing in Bill.com and reconciliation in your general ledger, automate your entire bill pay process for clients.

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  • How to Earn Partner Points with Hubdoc and Xero [NA]31:47

    How to Earn Partner Points with Hubdoc and Xero [NA]

    In this webinar-on-demand, we show you how to use Hubdoc and Xero together to earn Xero partner points and increase efficiency at your practice. Watch now!

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  • How to Earn Partner Points with Hubdoc and Xero [NZ]46:15

    How to Earn Partner Points with Hubdoc and Xero [NZ]

    In this webinar-on-demand, we show you how to use Hubdoc and Xero together to earn Xero partner points and increase efficiency at your practice. Watch now!

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  • How to Earn Partner Points with Hubdoc & Xero [AU]29:10

    How to Earn Partner Points with Hubdoc & Xero [AU]

    In this webinar-on-demand, we show you how to use Hubdoc and Xero together to earn Xero partner points and increase efficiency at your practice. Watch now!

    Watch Video
  • Who Should Manage Source Documents: the Business, or the Bookkeeper?

    Who Should Manage Source Documents: the Business, or the Bookkeeper?

    Why are source documents important for bookkeeping? Who should manage them: the business or the bookkeeper? Learn the answers to these questions (and more!).

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  • How to Earn Partner Points with Hubdoc & Xero [UK]17:07

    How to Earn Partner Points with Hubdoc & Xero [UK]

    In this webinar-on-demand, we show you how to use Hubdoc and Xero together to earn Xero partner points and increase efficiency at your practice. Watch now!

    Watch Video
  • Building a Paperless Bookkeeping Workflow with Hubdoc & Fujitsu ScanSnap [July 2019]0:00

    Building a Paperless Bookkeeping Workflow with Hubdoc & Fujitsu ScanSnap [July 2019]

    In this session, Hubdoc's Geoffrey Gualano and bookkeeping expert Jennie Moore (founder of Moore Details Inc.) discuss tips and best practices building a paperless bookkeeping workflow.

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  • Partner Success Story: Freedom in Numbers & Glade Consulting

    Partner Success Story: Freedom in Numbers & Glade Consulting

    Learn how a UK based accounting firm implemented a tech stack from the start, and enabled a 300 percent year over year growth.

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  • Bookkeeping Meets Document Automation [AU - 26 June 2019]21:36

    Bookkeeping Meets Document Automation [AU - 26 June 2019]

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  • Partner Success Story: Equation Accounting & Daniels Fish & Chips

    Partner Success Story: Equation Accounting & Daniels Fish & Chips

    Learn how Equation Accounting Ltd. was able to automate their workflow and save enough time to enable 10% business growth.

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  • Partner Success Story: Growthwise

    Partner Success Story: Growthwise

    Learn how Australian firm Growthwise was able to leverage Hubdoc to get better client data, faster.

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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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  • 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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  • 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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