Advisors spend up to 30% of their time collecting and preparing client documents. These administrative tasks result in poor client interactions. It forces the advisor to focus their time on chasing after documents rather than answering the important questions that matter to their client’s business.
Imagine never having to ask your client for a document again. Hubdoc automatically fetches bank statements, bills, and receipts from over 200 financial institutions, utilities, telecom providers and online vendors; extracts the key data; and publishes transactions to Xero or QuickBooks Online with source documents attached.
With Hubdoc, you can say goodbye to chasing documents and data entry and say hello to increased efficiency and improved client experiences.
Partnering with Hubdoc
- All Hubdoc Partners receive lifetime free VIP accounts
- Unlimited onboarding + ongoing email & phone support
- Partner pricing discounts
per month per client for 6 months! Discount will be automatically applied to all new client accounts added before April 30, 2019.Sign up here to get started!
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