Hubdoc Pro Tips with Leslie Jorgensen, Supporting Strategies: How a Platinum Partner Gets the Most Out of Hubdoc

April 25, 2019 Geoffrey Gualano

In this session, Hubdoc's Geoffrey Gualano chatted with Leslie Jorgensen, CEO and Founder of Supporting Strategies. Leslie provided her expert insight into:

  • 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! 
  • 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.
  • Subscribe to our monthly newsletter – Get all the need-to-know Hubdoc information delivered directly to your inbox every month!

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>

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