Hubdoc

IMPORTING AND EXPORTING FINANCIAL DOCUMENTS IS SIMPLE


Hubdoc is a home for all of your financial documents. With this revolutionary application, you can automatically import all your financial documents and also export them into data you can use. 

SoCo Tax runs on efficiency, so logging into multiple sites to access recurring bills is not the preferred method. Imagine logging into one account to manage documents from all your accounts!

How Does It Work?

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. Relax, because its Optical Character Recognition technology will convert your typed, handwritten, or printed text into machine-encoded text. Goodbye data entry!

Every receipt, bill, and statement that enters Hubdoc goes through a data extraction process. Computer software mines these documents for data, and then the software adds in some human quality assurance to certify that the correct information is extracted.

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. 

We use Hubdoc’s seamless integration with QuickBooks Online, Xero, and Bill.com. 

Everyday there are new forms of documents coming in, whether its an email, receipt, a bill or a statement, and it can be overwhelming to keep track of. With Hubdoc, we’ll keep you completely organized. 

Benefits

  • Syncs with other applications
  • Allows collaboration
  • Provides automatic cloud backup
  • Data security
  • “Read-only” service
  • Auto-filling and sorting
  • Traceability of documents

Need more information or want to get setup? Contact our team at SoCo!