In this session, Hubdoc's Max Marcus and Geoffrey Gualano share how Hubdoc can help advisors spend less time managing client documents and more time providing advisory services.
We cover:
- The role of document automation in your bookkeeping workflow
- How Hubdoc and Xero can help advisors prepare for Making Tax Digital
- How Hubdoc and Xero work together to increase workflow efficiency
During the webinar, we provided a few resources to help advisors get started with Hubdoc – please find them below!
Free Hubdoc Account – Accounting and bookkeeping firms are eligible for a free VIP Hubdoc account! Sign up here.
List of Automated Connections – Looking for more information about which banks and suppliers you can connect to Hubdoc? View our list here.
Hubdoc Certification Courses – Our free certification courses will help you learn how to use Hubdoc with Xero, and more! Get started here.
About the Author
More Content by Max Marcus