Latest Content
Welcome to the Hubdoc blog, where advisors can learn how to use technology to build a people-first accounting or bookkeeping practice.
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Read NowGuide 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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Read NowWhy 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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Read NowHow 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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Read NowAnnouncing 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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Read NowAnnouncing 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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Read NowAccounting 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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Read NowThe 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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Read NowSharing 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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Read NowFrom 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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1:26:44Watch VideoHow 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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Read NowCloud 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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41:11Watch VideoHow 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]](https://content.cdntwrk.com/mediaproxy?url=https%3A%2F%2Fcontent.cdntwrk.com%2Ffiles%2FaHViPTYxNjA4JmNtZD1pdGVtZWRpdG9yaW1hZ2UmZmlsZW5hbWU9aXRlbWVkaXRvcmltYWdlXzVjZDMxMjNiNjFmOWUucG5nJnZlcnNpb249MDAwMCZzaWc9YjNkYmE0NzM1N2E5YjE3OGZiZTJmMWM0YjU4Yzc5YjU%25253D&size=1&version=1557338469&sig=06a8e6b6cab70e1af54a9536b6b57894&default=hubs%2Ftilebg-videos.jpg)
0:00Watch VideoHow 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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Read NowGuide 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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1:02:24Watch VideoHubdoc 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
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Read Now3 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]](https://content.cdntwrk.com/mediaproxy?url=https%3A%2F%2Fi.ytimg.com%2Fvi%2FWLv2Ot2Ipf4%2Fhqdefault.jpg&size=1&version=1555473456&sig=96a6834e06572bc716ee3bc556a61e7d&default=hubs%2Ftilebg-videos.jpg)
26:02Watch VideoGet 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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Read NowHow 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]](https://content.cdntwrk.com/mediaproxy?url=https%3A%2F%2Fi.ytimg.com%2Fvi%2FJLvLADFxHN0%2Fhqdefault.jpg&size=1&version=1554869563&sig=429b4a8dc8e9624a41eac831b6038843&default=hubs%2Ftilebg-videos.jpg)
23:23Watch VideoBookkeeping 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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Read NowHow 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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Read NowPre-Advisory Checklist
The road to advisory starts here.
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Read NowWhy 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.
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![Get Started with Hubdoc & Xero [AU]](https://content.cdntwrk.com/mediaproxy?url=https%3A%2F%2Fi.ytimg.com%2Fvi%2FbUWihGyD7cc%2Fhqdefault.jpg&size=1&version=1553266787&sig=684cc742348bd3a4e8e21383d5493005&default=hubs%2Ftilebg-videos.jpg)
44:44Watch VideoGet 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.
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Read Now5 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.
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Read Now3 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.
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Read NowHubdoc is Now Available in New Zealand!
Get the details on the Xero blog!
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Read NowHow 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.
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Read NowOn 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.
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Read NowFebruary 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).
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Read NowBill 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.
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Read NowSource 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!
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