Hub Doc

IMPORTING AND EXPORTING FINANCIAL DOCUMENTS IS TOO SIMPLE


Hubdoc makes it possible to to focus on more important work or support a larger volume of clients. Soco Tax and Cloud Accounting runs on efficiency, so logging into multiple sites to access recurring bills is not the preferred method. With Hubdoc, we can log into one account to manage the documents from all accounts. The SoCo Tax & Cloud Accounting team is able to stay on the same page due to the help of Hubdoc.

Hubdoc lets you import and export receipts or other paperwork with ease, by simply having you take a picture of the item you would like to upload. Data entry is no longer necessary with Hubdoc’s software. Connecting your accounts allows documents to be automatically retrieved  and safely added to the cloud. By doing so, you have a history of all bills and no longer have to worry about losing important statements. You barely have to do any work because of Hubdoc’s Optimal Character Recognition technology. Help your accountant access your documents by granting them access. This will keep your accountant in the loop when it comes to bookkeeping.

Hubdoc integrates easily with accounting software such as QuickBooks Online, Xero, and Bill.com. Many businesses here in Orange County, including SoCo Tax & Cloud Accounting, use Hubdoc to push documents such as receipts into the bank feed through QuickBooks online.

Everyday there are new forms of documents coming in, whether an email, receipt, or bills and statements, and its hard to keep track of. Let us help you to organize these things with the use of Hubdoc.

Benefits

  • Syncs with other applications
  • Allows collaboration
  • Cloud backup is automatic
  • Data security
  • “Read-only” service
  • Auto-filling and sorting
  • Documents are easily traceable