Latest Content

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

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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- Email
- LinkedIn
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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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- Twitter
- Email
- LinkedIn
Read Now
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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- Twitter
- Email
- LinkedIn
Read Now
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.
- Facebook
- Twitter
- Email
- LinkedIn
Read Now
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.
- Facebook
- Twitter
- Email
- LinkedIn
Read Now
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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- Twitter
- Email
- LinkedIn
Read Now
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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- Twitter
- Email
- LinkedIn
Read Now
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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!
- Facebook
- Twitter
- Email
- LinkedIn
Read Now
1:26:44
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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- Twitter
- Email
- LinkedIn
Watch Video
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.
- Facebook
- Twitter
- Email
- LinkedIn
Read Now
41:11
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.
- Facebook
- Twitter
- Email
- LinkedIn
Watch Video
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.
- Facebook
- Twitter
- Email
- LinkedIn
Watch Video
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?
- Facebook
- Twitter
- Email
- LinkedIn
Read Now
1:02:24
Hubdoc Pro Tips with Leslie Jorgensen, Supporting Strategies: How a Platinum Partner Gets the Most Out of Hubdoc

In this session, Hubdoc's Geoffrey Gualano chatted with Leslie Jorgensen, CEO and Founder of Supporting Strategies. Leslie provided her expert insight into: - What to consider when building scalable
- Facebook
- Twitter
- Email
- LinkedIn
Watch Video
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.
- Facebook
- Twitter
- Email
- LinkedIn
Read Now
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
- Facebook
- Twitter
- Email
- LinkedIn
Watch Video
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.
- Facebook
- Twitter
- Email
- LinkedIn
Read Now
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
- Facebook
- Twitter
- Email
- LinkedIn
Watch Video
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.
- Facebook
- Twitter
- Email
- LinkedIn
Read Now
Pre-Advisory Checklist

The road to advisory starts here.
- Facebook
- Twitter
- Email
- LinkedIn
Read Now
Why Check Images Are Still Important & How to Collect Them with Hubdoc

Checks are still prominent in North American bookkeeping. Utilize the right tools to make collection and processing seamless.
- Facebook
- Twitter
- Email
- LinkedIn
Read Now
44:44
Get Started with Hubdoc & Xero [AU]

Make bookkeeping easy with Hubdoc and Xero! Hubdoc automatically financial documents from hundreds of financial institutions and online suppliers, extracts the key data, and syncs seamlessly to Xero.
- Facebook
- Twitter
- Email
- LinkedIn
Watch Video
5 Tips For Becoming a Strategic Partner

With so much information available, it can be difficult to choose activities that will benefit your clients. In this blog, you'll find five tips for becoming a strategic partner.
- Facebook
- Twitter
- Email
- LinkedIn
Read Now
3 Ways the Role of the Bookkeeper is Evolving (and How to Adapt Your Skills)

The role of the bookkeeper is changing. Learn what this means and how you can adapt your skills to build long-lasting relationships with your clients.
- Facebook
- Twitter
- Email
- LinkedIn
Read Now
Hubdoc is Now Available in New Zealand!

Get the details on the Xero blog!
- Facebook
- Twitter
- Email
- LinkedIn
Read Now
How to Introduce Bill Pay as a Service at Your Accounting Firm

Bill pay is a notoriously challenging process, but it doesn’t have to be! Learn how to implement bill pay as a service at your accounting or bookkeeping practice.
- Facebook
- Twitter
- Email
- LinkedIn
Read Now
On the Road Again: Xero Roadshow Australia 2019

Hubdoc will be joining Xero at the 2019 Australian roadshows. Find out what they are all about, each date and location, and who you’ll meet from Hubdoc.
- Facebook
- Twitter
- Email
- LinkedIn
Read Now
February Product Update: GST/VAT Tax Extraction (and the Humans Behind the Robots)

We’re pleased to bring you GST/VAT Tax Extraction in Australia, New Zealand, and the United Kingdom! Read on to learn more (and meet the team who builds these features).
- Facebook
- Twitter
- Email
- LinkedIn
Read Now
Bill Pay Workflow + Checklist

Download our free Bill Pay Workflow + Checklist to learn best practices for implementing a standard workflow that will allow you to easily introduce bill pay as a service.
- Facebook
- Twitter
- Email
- LinkedIn
Read Now
Source Documents: Why They’re Important for Bookkeepers & Their Small Business Clients

Collecting and managing source documents (bills, receipts, invoices, etc.) for your bookkeeping clients can make you a valuable business partner. Learn more!
- Facebook
- Twitter
- Email
- LinkedIn
Read Now
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Latest Content

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.

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.

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.

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.

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.

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.

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.

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!

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.

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.

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.

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.

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?

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

In this session, Hubdoc's Geoffrey Gualano chatted with Leslie Jorgensen, CEO and Founder of Supporting Strategies. Leslie provided her expert insight into: - What to consider when building scalable

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.

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

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.

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

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.

Pre-Advisory Checklist

The road to advisory starts here.

Why Check Images Are Still Important & How to Collect Them with Hubdoc

Checks are still prominent in North American bookkeeping. Utilize the right tools to make collection and processing seamless.

Get Started with Hubdoc & Xero [AU]

Make bookkeeping easy with Hubdoc and Xero! Hubdoc automatically financial documents from hundreds of financial institutions and online suppliers, extracts the key data, and syncs seamlessly to Xero.

5 Tips For Becoming a Strategic Partner

With so much information available, it can be difficult to choose activities that will benefit your clients. In this blog, you'll find five tips for becoming a strategic partner.

3 Ways the Role of the Bookkeeper is Evolving (and How to Adapt Your Skills)

The role of the bookkeeper is changing. Learn what this means and how you can adapt your skills to build long-lasting relationships with your clients.

Hubdoc is Now Available in New Zealand!

Get the details on the Xero blog!

How to Introduce Bill Pay as a Service at Your Accounting Firm

Bill pay is a notoriously challenging process, but it doesn’t have to be! Learn how to implement bill pay as a service at your accounting or bookkeeping practice.

On the Road Again: Xero Roadshow Australia 2019

Hubdoc will be joining Xero at the 2019 Australian roadshows. Find out what they are all about, each date and location, and who you’ll meet from Hubdoc.

February Product Update: GST/VAT Tax Extraction (and the Humans Behind the Robots)

We’re pleased to bring you GST/VAT Tax Extraction in Australia, New Zealand, and the United Kingdom! Read on to learn more (and meet the team who builds these features).

Bill Pay Workflow + Checklist

Download our free Bill Pay Workflow + Checklist to learn best practices for implementing a standard workflow that will allow you to easily introduce bill pay as a service.

Source Documents: Why They’re Important for Bookkeepers & Their Small Business Clients

Collecting and managing source documents (bills, receipts, invoices, etc.) for your bookkeeping clients can make you a valuable business partner. Learn more!