Hubdoc Pro Tips with Kelvin Gieck & Twyla Verhelst: How to Use Hubdoc to Collect Clean Client Data & Provide Better Financial Advice

In this session, Hubdoc's Victoria Hoffman chatted with Kelvin Gieck & Twyla Verhelst, Co-Founders of Twenty Eighty and Helm. Kelvin and Twyla provided their expert insight into:

  • How to use Hubdoc’s automated connections and upload tools to collect accurate data from small business clients
  • How to onboard staff and clients for better data verification and coding of source documents in Hubdoc
  • How a clean data set in your cloud accounting software enables real-time, high integrity business advice

During the webinar, we provided some additional resources – please find them below!

About the Author

Geoffrey Gualano

Geoffrey Gualano is the Director of Marketing at Hubdoc. He has a passion for customers and bringing products to market. An ex-musician and aspiring chef, he spends his free time cooking and listening to music. <a href="">Follow his cloud bookkeeping journey in 'How I Learned Cloud Bookkeeping'!</a>

Follow on Twitter More Content by Geoffrey Gualano
Previous Video
How to Earn Partner Points with Hubdoc & Xero [UK]
How to Earn Partner Points with Hubdoc & Xero [UK]

In this webinar-on-demand, we show you how to use Hubdoc and Xero together to earn Xero partner points and ...

Next Video
Get Started with Hubdoc & Xero [AU]
Get Started with Hubdoc & Xero [AU]

Make bookkeeping easy with Hubdoc and Xero! Hubdoc automatically financial documents from hundreds of finan...