Hubdoc Blog

Read our latest blog posts on how to build a people-first accounting or bookkeeping practice.

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

    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.

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  • 5 Tips For Becoming a Strategic Partner

    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.

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

    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.

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

    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.

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  • On the Road Again: Xero Roadshow Australia 2019

    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.

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

    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!

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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 Leaders Share Their 2019 New Year’s Resolutions

    Accounting Leaders Share Their 2019 New Year’s Resolutions

    Read a few New Year's resolutions from accountants and bookkeepers looking to improve their practices and their culture as they prepare for 2019.

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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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  • Start With the Basics to Fuel Growth at Your Accounting Firm

    Start With the Basics to Fuel Growth at Your Accounting Firm

    Learn to implement a few basic elements to an accounting firm, which can help create a clear vision, select core offerings, and embrace client relationships.

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  • Xerocon London 2018: Human at Heart

    Xerocon London 2018: Human at Heart

    Xerocon London 2018 was full of amazing insights for advisors! Jamie Shulman, Co-Founder and Co-CEO of Hubdoc, provides his key insights in this brief event recap.

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  • Apply to Be a Hubdoc Top 50 Cloud Accountant of 2018

    Apply to Be a Hubdoc Top 50 Cloud Accountant of 2018

    Learn the eligibility criteria and how to apply to be considered for Hubdoc’s annual list of the Top 50 Cloud Accountants in North America and Australia!

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  • How to Get the Most Out of Your Free Hubdoc Partner Account

    How to Get the Most Out of Your Free Hubdoc Partner Account

    You just signed up for Hubdoc… now what? Learn how to get the most out of your free partner account when trying Hubdoc at your practice.

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  • QuickBooks Connect San Jose 2018: Connecting with the Community

    QuickBooks Connect San Jose 2018: Connecting with the Community

    We love attending QuickBooks Connect to check in and catch up with the Intuit community! Jamie Shulman, Co-Founder and Co-CEO of Hubdoc, reflects on this year’s event.

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  • Choosing a Niche: Why It’s Important for Accounting Firms & How to Get Started

    Choosing a Niche: Why It’s Important for Accounting Firms & How to Get Started

    Why is choosing a niche so important for accounting firms, and how do you get started? We asked a few cloud accounting leaders to share their top tips!

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