Hubdoc Blog

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

  • 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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  • 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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  • 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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  • 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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  • Why Bookkeepers are Essential Partners to Hospitality Businesses

    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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  • 3 Quick Tips to Help Your Clients Get Organised for EOFY

    3 Quick Tips to Help Your Clients Get Organised for EOFY

    End of Financial Year is quickly approaching in Australia! Steph Hinds, Head Ninja at Growthwise, offers three tips to help clients get organised so you can both have a successful EOFY.

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  • How Bill & Receipt Data Extraction Enable Seamless Bookkeeping

    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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  • 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.

    Read Now
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