- What to consider when building scalable processes with Hubdoc
- Best practices for integrating Hubdoc into your tech stack and onboarding your clients
- Workflow tips and tricks for getting the most out of Hubdoc
During the webinar, we provided some additional resources – please find them below!
- Special promotion – Add new clients to your Partner account for 50% off! The discount will be automatically applied to all new client accounts added before May 31st, 2019.
- Hubdoc Partner Guide – Our free Partner Guide includes resources and tips to help you and your clients get ramped up on Hubdoc!
- 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 – Our Bookkeeping Workflow Template is an awesome way to kickstart documenting your firm’s processes and workflows.
- App Evaluation Checklist – Use our guide for evaluating and selecting the right apps for your firm.
- List of automated connections – Compare your supplier lists in Xero or QuickBooks Online with our list of live connections.
- Search our Helpdesk – Learn how to use more Hubdoc features (Supporting Strategies loves to use tags and Auto-File!).
- Subscribe to our monthly newsletter – Get all the need-to-know Hubdoc information delivered directly to your inbox every month!
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