Our clients are able to view their data online with us in real time. It’s all in black and white. That accountability and transparency do wonders for the client relationship and building trust.
– Tate Henshaw, Polay + Clark
Read case studyBefore using Hubdoc, it’s helpful to understand the automation that happens when you use Xero and Hubdoc together – and how it’ll win you back time in your day. This Xero Central video is a great introduction. You’ll also find important information and answers to common questions on the partner resource page.
For the ultimate introduction to using and benefitting from Hubdoc every day, we highly recommend you do this Xero Central course.
We suggest that Xero partners who have never used Hubdoc before set up a free practice Hubdoc organisation, then create organisations for each client. This way you can test out Hubdoc and familiarise yourself with the features before adding clients. Follow these steps to set up your Hubdoc practice organisation.
While testing out Hubdoc at your practice, we encourage you to try out all of the app’s features; however, we understand that your time is limited and you might not know where to start!
Hubdoc automates data entry and document collection, and streamlines bookkeeping workflows. Here’s an overview of Hubdoc’s core functionality:
Hubdoc lets you add paper and digital documents by:
Thousands of advisors have already implemented Hubdoc as part of their standard cloud accounting solution. Once you see what it can do, you too can explain its value to your clients, and show how Hubdoc can save you both time while giving you a more accurate view of a client’s financials.
Hubdoc is available in all regions and can be set up from within Xero. Hubdoc is included in Xero Starter, Standard and Premium plans. For clients on Xero Cashbook or Xero Ledger, Hubdoc is still available at retail price and easy to set up from within Xero. As a Xero partner, you get access to a free Hubdoc account for your practice.
This four-part guide is for you if you’re ready to start talking to clients about Hubdoc.
– Tate Henshaw, Polay + Clark
Read case studyIf you’re looking for more information or assistance, check out the support articles on Xero Central.