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

Geoffrey Gualano

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!

Hubdoc certification courses – Our free certification courses will help you learn how to use Hubdoc with Xero, QuickBooks Online, and Bill.com!
Bookkeeping Workflow Template – Use our Bookkeeping Workflow Template to kickstart documenting your firm’s processes and workflows.
Bookkeeping Client Onboarding Checklist – Learn how to standardize your onboarding process for new clients.
App Evaluation Checklist – Use our guide for evaluating and selecting the right apps for your firm.
List of automated connections – Kelvin & Twyla recommend adding as many automated connections as possible while onboarding new clients. Review this list to view all our available automated connections.
Search our Helpdesk – Learn how to use all the features Hubdoc has to offer (Kelvin & Twyla's clients use automated email forwarding rules to send documents into Hubdoc!)

About the Author

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="http://content.hubdoc.com/how-i-learned-cloud-bookkeeping">Follow his cloud bookkeeping journey in 'How I Learned Cloud Bookkeeping'!</a>
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