Document Collection Webinar Series Part 3: Streamlining Your Front-End Workflow

January 24, 2018

Gabrielle Fontaine, The Freelance Bookkeeper, joined us for a deep-dive session where we discussed how to combine automation with client collaboration to get the information you need (and save your sanity!).

In this session, we covered:

  • Everyday challenges faced by bookkeepers
  • How to standardize your workflow
  • Client-facing bottlenecks (and what to do about them)
  • How to use Hubdoc with your clients for a win-win front-end workflow

Fill out the form above to watch the webinar recording!

This is the third and final webinar in our three-part Document Collection Series with Gabrielle Fontaine. Catch up on Part 1 here, and Part 2 here!

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