Simplify your document workflow!
Advisors often spend hours collecting and managing their clients' financial documents every month. Between back-and-forth phone calls and emails, driving out and picking up shoeboxes of receipts, and then filing and organizing paper, it's easy to see how the time spent on these types of tasks could be better spent elsewhere.
With tools like Hubdoc and SuiteFiles, accounting and bookkeeping professionals can automate many of the administrative tasks associated with document collection and management. In fact, it’s never been easier to streamline your firm's document workflow.
In this webinar, we show you how to use Hubdoc and SuiteFiles to better manage your clients’ documents.
Watch to learn:
- How to use Hubdoc to automatically fetch bills, receipts, and statements
- How to use SuiteFiles to migrate, manage, and back up your files
- How to simplify your document workflow and increase practice efficiency
Accountants and bookkeepers are eligible for a free VIP Hubdoc account for their practice! Sign up here.
About the AuthorMore Content by Matt Bunston