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HUBDOC
This website is protected by 256-bit SSL security.HOW IT WORKS
the App. Simply take a photo of your receipt, invoice or bill with our mobile app and throw out the paper copy. Hubdoc scans, extracts and stores your documents, ready to be published. Forward your. Email Paperwork. When you sign up, Hubdoc. automatically creates a personalized. email address just for you.HUBDOC
For your safety we logged you out after being idle for 30 minutes. Please log in again. HUBDOC EDUCATION CENTRE Hubdoc Education Centre. Learn how to use Hubdoc with Xero, Bill.com, and QuickBooks Online. Become a Hubdoc pro! Select your preferred course below to enrol for free. SET UP YOUR HUBDOC ORGANIZATION When you’re first setting up your Hubdoc account we recommend that you add two-factor authentication to your account, customize the email you use to send documents to Hubdoc, and connect to all integrations relevant to your workflow.. Set up two-factor authentication. Two-factor authentication (2FA) provides an extra layer of security for your or your clients' Hubdoc accounts. UPLOAD PAPER AND DIGITAL DOCUMENTS Desktop upload. Upload documents saved to your computer by browsing your files or by dragging and dropping into your Hubdoc organization. 1. From the Hubdoc organization, click Upload Document. 2. Select Standard Document Upload or Multi-Page PDF Split. If you select Standard Document Upload, the file will upload as a single document. SET UP YOUR HUBDOC ORGANIZATION 2. From the Hubdoc dashboard, click the gear icon. Please note: If you have multiple Hubdoc organizations, you will need to select the appropriate company from the list on your Organizations page to access that organizations’s Hubdoc dashboard. 3. Select Profile to review your name, company name, email, currency, date format, and Hubdocemail. 4.
QUESTIONS? WE’RE HERE TO HELP. Questions? We’re here to help. Our team is here to make sure your firm’s adoption of Hubdoc is a smooth one! We have email support available in North America, the United Kingdom, Australia, and New Zealand. For Xero users, please note that Hubdoc Support is also available in Xero Central. WEEKLY RECONCILIATION & MONTH-END CLOSE CHECKLIST 1.1 1.2 2.1a 2.1b 2.2 Process & Technology Complete month-end close adjustments: Process & Technology Review & advise client: Process &Technology
HUBDOC: DOCUMENT COLLECTION & MANAGEMENT SOFTWARE Hubdoc gets your key financial docs in one place, automatically. Say goodbye to chasing documents & data entry. Say hello to increased productivity & automation.HUBDOC
This website is protected by 256-bit SSL security.HOW IT WORKS
the App. Simply take a photo of your receipt, invoice or bill with our mobile app and throw out the paper copy. Hubdoc scans, extracts and stores your documents, ready to be published. Forward your. Email Paperwork. When you sign up, Hubdoc. automatically creates a personalized. email address just for you.HUBDOC
For your safety we logged you out after being idle for 30 minutes. Please log in again. HUBDOC EDUCATION CENTRE Hubdoc Education Centre. Learn how to use Hubdoc with Xero, Bill.com, and QuickBooks Online. Become a Hubdoc pro! Select your preferred course below to enrol for free.PRICING | HUBDOC
Hubdoc automatically fetches your key financial docs. Say goodbye to chasing documents & data entry and say hello to increased productivity& automation.
HUBDOC: DOCUMENT COLLECTION & MANAGEMENT SOFTWARE Hubdoc gets your key financial docs in one place, automatically. Say goodbye to chasing documents & data entry. Say hello to increased productivity & automation.ABOUT US | HUBDOC
At Hubdoc, we believe in a world without paper. A world where accountants and bookkeepers don’t have to chase clients for financial documents at the end of the month, quarter, or year. A world where bank statements, bills, and receipts are in one place, automatically. Our application is making this world possible, helpingaccountants and
HUBDOC EDUCATION CENTRE Hubdoc Education Centre. Learn how to use Hubdoc with Xero, Bill.com, and QuickBooks Online. Become a Hubdoc pro! Select your preferred course below to enrol for free. QUESTIONS? WE’RE HERE TO HELP. Questions? We’re here to help. Our team is here to make sure your firm’s adoption of Hubdoc is a smooth one! We have email support available in North America, the United Kingdom, Australia, and New Zealand. For Xero users, please note that Hubdoc Support is also available in Xero Central. GETTING STARTED WITH HUBDOC & XERO Getting Started with Hubdoc & Xero Make bookkeeping easy with Hubdoc and Xero! Hubdoc automatically fetches bank statements, bills, and receipts from hundreds of financial institutions and online suppliers, extracts the key data, and syncs with Xero for frictionless reconciliation and audit-proofing. In this webinar, we discuss: How toset
HOW TO STREAMLINE BANK RECONCILIATION WITH HUBDOC & XERO In this video, we demonstrate how to use Hubdoc and Xero to streamline bank reconciliation for your clients. You will learn how to: Upload documents via mobile device, desktop, email, and scanner. Automate data entry using Hubdoc’s machine learning-powered data extraction. Sync documents and their data to Xero, as accurately coded 8 TIPS TO SUCCESSFULLY MARKET YOUR ACCOUNTING FIRM In this blog post, we’re going to cover eight digital marketing strategies across four core areas: Content marketing: Creation, Distribution and Lead Capture. Social media marketing on Twitter, Facebook and LinkedIn. Passive client acquisition channels that areeasy to setup.
CLIENT ONBOARDING: STANDARDIZE YOUR ONBOARDING PROCESS FOR Onboarding – the process of familiarizing a new client with your firm’s products or services – is a critical part of your client experience. Ensuring that a new client’s first few interactions with your accounting or bookkeeping firm are awesome (i.e., productive, engaging, and positive) will help your relationship start off on the HOW TO ORGANIZE RECEIPTS FOR SMALL BUSINESS An alternate but effective option for many small businesses is to snap a photo of the receipt or scan it onto their computer and then upload directly to cloud storage services, such as Dropbox, Box or Google Drive. This is good but doesn’t automatically enter receipts into your accounting, make them easily searchable nor make tax deductions HUBDOC: DOCUMENT COLLECTION & MANAGEMENT SOFTWARE Hubdoc gets your key financial docs in one place, automatically. Say goodbye to chasing documents & data entry. Say hello to increased productivity & automation.HUBDOC
This website is protected by 256-bit SSL security.HUBDOC
For your safety we logged you out after being idle for 30 minutes. Please log in again. SET UP YOUR HUBDOC ORGANIZATION When you’re first setting up your Hubdoc account we recommend that you add two-factor authentication to your account, customize the email you use to send documents to Hubdoc, and connect to all integrations relevant to your workflow.. Set up two-factor authentication. Two-factor authentication (2FA) provides an extra layer of security for your or your clients' Hubdoc accounts. BOOKKEEPING WORKFLOW TEMPLATE This workflow template, created with support from leading cloud accounting practices, outlines critical monthly bookkeeping steps, including; how to complete weekly bookkeeping, bi-weekly payroll, document collection, adjustments, reports, and review. QUESTIONS? WE’RE HERE TO HELP. Our team is here to make sure your firm’s adoption of Hubdoc is a smooth one! We have email support available in North America, the United Kingdom, Australia, and New Zealand. SET UP YOUR HUBDOC ORGANIZATION 1. Within the Uploading files via email section of the Profile tab, click on the Edit icon next to your Hubdoc email address. 2. Enter your preferred prefix, and click Save.As long as it hasn’t been taken, it’s free to use! 3. Select Copy to Clipboard to save the customized Hubdoc email and share with your suppliers and anyone else that will need to submit documents into Hubdoc. AUTOMATICALLY FETCH DOCUMENTS FROM BANKS AND ONLINE SUPPLIERSSEE MORE ON CONTENT.HUBDOC.COM BOOKKEEPING CLIENT ONBOARDING CHECKLIST Bookkeeping Client Onboarding Checklist A bookkeeper's guide to standardizing the onboarding process for new clients WEEKLY RECONCILIATION & MONTH-END CLOSE CHECKLIST 1.1 1.2 2.1a 2.1b 2.2 Process & Technology Complete month-end close adjustments: Process & Technology Review & advise client: Process &Technology
HUBDOC: DOCUMENT COLLECTION & MANAGEMENT SOFTWARE Hubdoc gets your key financial docs in one place, automatically. Say goodbye to chasing documents & data entry. Say hello to increased productivity & automation.HUBDOC
This website is protected by 256-bit SSL security.HUBDOC
For your safety we logged you out after being idle for 30 minutes. Please log in again. SET UP YOUR HUBDOC ORGANIZATION When you’re first setting up your Hubdoc account we recommend that you add two-factor authentication to your account, customize the email you use to send documents to Hubdoc, and connect to all integrations relevant to your workflow.. Set up two-factor authentication. Two-factor authentication (2FA) provides an extra layer of security for your or your clients' Hubdoc accounts. BOOKKEEPING WORKFLOW TEMPLATE This workflow template, created with support from leading cloud accounting practices, outlines critical monthly bookkeeping steps, including; how to complete weekly bookkeeping, bi-weekly payroll, document collection, adjustments, reports, and review. QUESTIONS? WE’RE HERE TO HELP. Our team is here to make sure your firm’s adoption of Hubdoc is a smooth one! We have email support available in North America, the United Kingdom, Australia, and New Zealand. SET UP YOUR HUBDOC ORGANIZATION 1. Within the Uploading files via email section of the Profile tab, click on the Edit icon next to your Hubdoc email address. 2. Enter your preferred prefix, and click Save.As long as it hasn’t been taken, it’s free to use! 3. Select Copy to Clipboard to save the customized Hubdoc email and share with your suppliers and anyone else that will need to submit documents into Hubdoc. AUTOMATICALLY FETCH DOCUMENTS FROM BANKS AND ONLINE SUPPLIERSSEE MORE ON CONTENT.HUBDOC.COM BOOKKEEPING CLIENT ONBOARDING CHECKLIST Bookkeeping Client Onboarding Checklist A bookkeeper's guide to standardizing the onboarding process for new clients WEEKLY RECONCILIATION & MONTH-END CLOSE CHECKLIST 1.1 1.2 2.1a 2.1b 2.2 Process & Technology Complete month-end close adjustments: Process & Technology Review & advise client: Process &Technology
HOW IT WORKS
Simply take a photo of your receipt, invoice or bill with our mobile app and throw out the paper copy. Hubdoc scans, extracts and stores your documents, ready to be published. HUBDOC: DOCUMENT COLLECTION & MANAGEMENT SOFTWARE Hubdoc gets your key financial docs in one place, automatically. Say goodbye to chasing documents & data entry. Say hello to increased productivity & automation. QUICKBOOKS ONLINE ADD-ON "Hubdoc's system of capturing all of the receipts and statements for the business is a time saver in and of itself. The integration into QuickBooks is the icing on the cake. UPLOAD PAPER AND DIGITAL DOCUMENTS 1. Download the app for free from the Apple App Store or the Google Play Store. 2. Log in using your Hubdoc account credentials. 3. Select the green camera icon to take a photo of your document, then select ‘ Use Photo ’ (iPhone) or ‘ Ok ’ (Android) to upload the photo. 4. Review the document in your Hubdoc organization. SET UP YOUR HUBDOC ORGANIZATION 1. Within the Uploading files via email section of the Profile tab, click on the Edit icon next to your Hubdoc email address. 2. Enter your preferred prefix, and click Save.As long as it hasn’t been taken, it’s free to use! 3. Select Copy to Clipboard to save the customized Hubdoc email and share with your suppliers and anyone else that will need to submit documents into Hubdoc. HOW TO STREAMLINE BANK RECONCILIATION WITH HUBDOC & XERO Hubdoc is a data capture solution that helps the world’s leading accountants and bookkeepers save time, scale their practice, and build deeper relationships with C HTTP://WWW.HUBDOC.COM WORKFLOW TEMPLATE Bookkeeping Workflow Template 2 Pay bills that are due Bookkeeper 0.5 1 start 7 days prior to start date 3 Publish all receipts form receipt app to accounting system Bookkeeper 0.5 HOW TO AUTOMATE PAYMENT PROCESSING WITH HUBDOC & BILL.COM Creating an efficient payment processing workflow can be challenging. Between paper checks, approvals, and back-and-forth client communication, it can be difficult to streamline this process in a way that will make your clients’ lives easier. CHECKLIST: SETTING EXPECTATIONS AT EVERY STAGE OF THE Are you setting the right expectations at the right time? Setting expectations enables you to build strong, productive, and profitable relationships with your clients and ensure that both parties are doing their part to achieve a mutual goal. CLIENT ONBOARDING: STANDARDIZE YOUR ONBOARDING PROCESS FOR Onboarding – the process of familiarizing a new client with your firm’s services – is a critical part of your client experience. Learn the benefits of standardizing your onboarding process. HUBDOC: DOCUMENT COLLECTION & MANAGEMENT SOFTWARE Hubdoc gets your key financial docs in one place, automatically. Say goodbye to chasing documents & data entry. Say hello to increased productivity & automation.HUBDOC
This website is protected by 256-bit SSL security.HUBDOC
For your safety we logged you out after being idle for 30 minutes. Please log in again. SET UP YOUR HUBDOC ORGANIZATION When you’re first setting up your Hubdoc account we recommend that you add two-factor authentication to your account, customize the email you use to send documents to Hubdoc, and connect to all integrations relevant to your workflow.. Set up two-factor authentication. Two-factor authentication (2FA) provides an extra layer of security for your or your clients' Hubdoc accounts. QUESTIONS? WE’RE HERE TO HELP. Questions? We’re here to help. Our team is here to make sure your firm’s adoption of Hubdoc is a smooth one! We have email support available in North America, the United Kingdom, Australia, and New Zealand. For Xero users, please note that Hubdoc Support is also available in Xero Central. ONBOARDING YOUR CLIENTS TO HUBDOC After onboarding. Follow up with your clients to reinforce the expectations set during onboarding. Consider the following items: Submitting paper documents – Remind them how to do so, as well as the frequency at which they should do so (if not on-the-go).; Maintaining automated connections – Tell them what to expect if they need to re-establish an automated connection with a bank or supplier. AUTOMATICALLY FETCH DOCUMENTS FROM BANKS AND ONLINE SUPPLIERSSEE MORE ON CONTENT.HUBDOC.COM BOOKKEEPING WORKFLOW TEMPLATE This workflow template outlines critical monthly bookkeeping steps, including: Each step includes a complete checklist with details, task owners, duration, and due dates. This template was created by Ian Vacin from Karbon (with support from Hubdoc and top cloud accountingpractices).
BOOKKEEPING CLIENT ONBOARDING CHECKLIST Bookkeeping Client Onboarding Checklist A bookkeeper's guide to standardizing the onboarding process for new clients WEEKLY RECONCILIATION & MONTH-END CLOSE CHECKLIST 1.1 1.2 2.1a 2.1b 2.2 Process & Technology Complete month-end close adjustments: Process & Technology Review & advise client: Process &Technology
HUBDOC: DOCUMENT COLLECTION & MANAGEMENT SOFTWARE Hubdoc gets your key financial docs in one place, automatically. Say goodbye to chasing documents & data entry. Say hello to increased productivity & automation.HUBDOC
This website is protected by 256-bit SSL security.HUBDOC
For your safety we logged you out after being idle for 30 minutes. Please log in again. SET UP YOUR HUBDOC ORGANIZATION When you’re first setting up your Hubdoc account we recommend that you add two-factor authentication to your account, customize the email you use to send documents to Hubdoc, and connect to all integrations relevant to your workflow.. Set up two-factor authentication. Two-factor authentication (2FA) provides an extra layer of security for your or your clients' Hubdoc accounts. QUESTIONS? WE’RE HERE TO HELP. Questions? We’re here to help. Our team is here to make sure your firm’s adoption of Hubdoc is a smooth one! We have email support available in North America, the United Kingdom, Australia, and New Zealand. For Xero users, please note that Hubdoc Support is also available in Xero Central. ONBOARDING YOUR CLIENTS TO HUBDOC After onboarding. Follow up with your clients to reinforce the expectations set during onboarding. Consider the following items: Submitting paper documents – Remind them how to do so, as well as the frequency at which they should do so (if not on-the-go).; Maintaining automated connections – Tell them what to expect if they need to re-establish an automated connection with a bank or supplier. AUTOMATICALLY FETCH DOCUMENTS FROM BANKS AND ONLINE SUPPLIERSSEE MORE ON CONTENT.HUBDOC.COM BOOKKEEPING WORKFLOW TEMPLATE This workflow template outlines critical monthly bookkeeping steps, including: Each step includes a complete checklist with details, task owners, duration, and due dates. This template was created by Ian Vacin from Karbon (with support from Hubdoc and top cloud accountingpractices).
BOOKKEEPING CLIENT ONBOARDING CHECKLIST Bookkeeping Client Onboarding Checklist A bookkeeper's guide to standardizing the onboarding process for new clients WEEKLY RECONCILIATION & MONTH-END CLOSE CHECKLIST 1.1 1.2 2.1a 2.1b 2.2 Process & Technology Complete month-end close adjustments: Process & Technology Review & advise client: Process &Technology
HOW IT WORKS
the App. Simply take a photo of your receipt, invoice or bill with our mobile app and throw out the paper copy. Hubdoc scans, extracts and stores your documents, ready to be published. Forward your. Email Paperwork. When you sign up, Hubdoc. automatically creates a personalized. email address just for you. HUBDOC: DOCUMENT COLLECTION & MANAGEMENT SOFTWARE Hubdoc gets your key financial docs in one place, automatically. Say goodbye to chasing documents & data entry. Say hello to increased productivity & automation. QUICKBOOKS ONLINE ADD-ON Connect Hubdoc & Quickbooks Online to automate your accounts. Audit-proofing a business has never been so effortless. Publish receipts & bills, and. their data to QuickBooks. Online, automatically. Take control of how your docs. are coded intoQuickBooks. Online
SUPPORT REQUEST
Please provide details on your inquiry. Click Submit to send your request. Our Xero Customer Experience Team that specializes in Hubdoc will respond to you directly by email. You’ll be able to send any relevant screenshots or attachments via email. SET UP YOUR HUBDOC ORGANIZATION When you’re first setting up your Hubdoc account we recommend that you add two-factor authentication to your account, customize the email you use to send documents to Hubdoc, and connect to all integrations relevant to your workflow.. Set up two-factor authentication. Two-factor authentication (2FA) provides an extra layer of security for your or your clients' Hubdoc accounts. SET UP YOUR HUBDOC ORGANIZATION 2. From the Hubdoc dashboard, click the gear icon. Please note: If you have multiple Hubdoc organizations, you will need to select the appropriate company from the list on your Organizations page to access that organizations’s Hubdoc dashboard. 3. Select Profile to review your name, company name, email, currency, date format, and Hubdocemail. 4.
HOW TO STREAMLINE BANK RECONCILIATION WITH HUBDOC & XERO In this video, we demonstrate how to use Hubdoc and Xero to streamline bank reconciliation for your clients. You will learn how to: Upload documents via mobile device, desktop, email, and scanner. Automate data entry using Hubdoc’s machine learning-powered data extraction. Sync documents and their data to Xero, as accurately coded BILL & RECEIPT DATA EXTRACTION: THE KEY TO SEAMLESS Bill and receipt data extraction is a straightforward concept: it refers to the process of technology automatically reading bills and receipts (and other source documents), taking the important information (supplier name, amount, invoice date, due date, etc.) and entering it in a usable format and place, for your use in bookkeeping.. Given the manual and time-consuming nature of collecting CLIENT ONBOARDING: STANDARDIZE YOUR ONBOARDING PROCESS FOR Onboarding – the process of familiarizing a new client with your firm’s products or services – is a critical part of your client experience. Ensuring that a new client’s first few interactions with your accounting or bookkeeping firm are awesome (i.e., productive, engaging, and positive) will help your relationship start off on the C HTTP://WWW.HUBDOC.COM WORKFLOW TEMPLATE Bookkeeping Workflow Template 2 Pay bills that are due Bookkeeper 0.5 1 start 7 days prior to start date 3 Publish all receipts form receipt app to accounting system Bookkeeper 0.5How it works
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All financial
docs in one place,
automatically
With HUBDOC, you can automatically import all your financial documents & export them into data you can use. __ Watch the VideoTry Hubdoc for FREE
All Financial Docs
in one place, automatically With HUBDOC, you can automatically import all your financial documents & export them into data you can use. __ Watch the VideoTry Hubdoc for FREE
Works withAvailable forWorks with
Available for
How it works
You receive a lot of _FINANCIAL DOCUMENTS_ in the form of...receipts
emails
bills & statements
How it works...
You receive a lot of FINANCIAL DOCUMENTS in the form of...receipts
bills &
statements
emails
Import all that paperwork by using HUBDOC to... snap and send paperwork forward invoices from your inbox link your accounts for automatic delivery When you connect your accounts, your recurring bills and statements will automatically be retrieved by Hubdoc and will be added to your secure account in the cloud. You can finally stop chasing down missing bills and statements. Import all that paperwork by using HUBDOC to...snap & send
paperwork
link your accounts
for automatic
delivery
forward invoices
from your inbox
& convert it...
into usable data
When you connect your accounts, your recurring bills and statements will automatically be retrieved by Hubdoc and will be added to your secure account in the cloud. You can finally stop chasing down missing bills and statements. Now your accountant can gain access to all your bookkeeping, directly from Hubdoc. Simply grant your accountant access to your account and an email invite will be sent. Now your accountant can stay in the loop. When you connect your accounts, your recurring bills and statements will automatically be retrieved by Hubdoc and will be added to your secure account in the cloud. You can finally stop chasing down missing bills and statements. Hubdoc uses OCR (Optical Character Recognition) technology to analyze your receipts (and other scanned documents) for useable data. When you upload your receipts we convert that data into digital files, ready for export. Now your accountant can gain access to all your bookkeeping, directly from Hubdoc. Simply grant your accountant access to your account and an email invite will be sent. Now your accountant can stay in the loop. Testimonials See what others think about HUBDOCPrevious
>
> "Hubdoc is a must-have app for anyone interested in automating > their bookkeeping workflow and eliminating data entry. It has > changed the way we run our business."SCOTT SCHARF
>
> "Hubdoc has saved us a crazy amount of time. It just works. Life > without Hubdoc is not something I'd even remotely consider going> back to."
DAVID BOYD
>
> "Hubdoc delivers insane value when it comes to creating financial > processes that bulletproof your business." JESSICA MAE STAFFORD>
> "Hubdoc's add-on is a must- have service for any small business > owner. It saves an enormous amount of time and reduces paper files."BRIAN MARTINEZ
>
> "Hubdoc is a must-have app for anyone interested in automating > their bookkeeping workflow and eliminating data entry. It has > changed the way we run our business."SCOTT SCHARF
>
> "Hubdoc has saved us a crazy amount of time. It just works. Life > without Hubdoc is not something I'd even remotely consider going> back to."
DAVID BOYD
Next
Testimonials
See what others think about HUBDOCPrevious
>
>
> "Hubdoc is a must-have app for anyone interested in automating > their bookkeeping workflow and eliminating data entry. It has > changed the way we run our business."SCOTT SCHARF
>
>
> "Hubdoc has saved us a crazy amount of time. It just works. Life > without Hubdoc is not something I'd even remotely consider going> back to."
DAVID BOYD
>
>
> "Hubdoc delivers insane value when it comes to creating financial > processes that bulletproof your business." JESSICA MAE STAFFORD>
>
> "Hubdoc's add-on is a must-have service for any small business > owner. It saves an enormous amount of time and reduces paper files."BRIAN MARTINEZ
>
>
> "Hubdoc is a must-have app for anyone interested in automating > their bookkeeping workflow and eliminating data entry. It has > changed the way we run our business."SCOTT SCHARF
>
>
> "Hubdoc has saved us a crazy amount of time. It just works. Life > without Hubdoc is not something I'd even remotely consider going> back to."
DAVID BOYD
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