3 Ways to Transform Your Accounting Practice with Document Automation

3 Ways to Transform Your Practice with Document Automation

Kathy CoffmanOwner, Coffman Business

Solutions LLC

Fletcher MartinDirector, Sales – Accounting / CPA

Division

Yoseph WestMarketing Leader, Hubdoc

Automation is transformational.

Yoseph West

Why Automate Docs?

Yoseph West

Advisors spend 25%+ of their time getting documents from

clients.

Yoseph West

Administrative tasks take you away from adding value.

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Client relationships can improve significantly.

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Document Automation Best

Practices

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Map out doc workflow, identify bottlenecks and

solve with tech

Fletcher Martin

Count admin-interactions with clients. Set a goal for

reduction.

Fletcher Martin

Give your clients the freedom to access their docs when

and where they want.

Fletcher Martin

Putting It into Practice

Fletcher Martin

Hubdoc + ShareFileDemo

Creating a Foundation for

Workflow Success

Yoseph West

Identify and test ideal workflow and setup software

accordingly.

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Set expectations and set clients up for success.

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Remove friction throughout the client experience.

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A Special Offer For You

New Discounts (Up to 50% Off) Available for webinar attendees*

Fletcher Martin Director, Sales - Accounting/CPA Division

919-745-6203Fletcher.Martin@citrix.com

*For new customers only

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Vip Account for YouOne free Hubdoc account for Accountants & Bookkeepers

Simply sign up atHTTPS://APP.HUBDOC.COM/SIGNUP

Once you love Hubdoc, begin adding your clients

Supercharge your practice!

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Let’s talk!

@Hubdoc Booknow.so/Hubdoc 1-800-577-2842

Thank You + Q & A

Fletcher Martin

Yoseph WestKathy Coffman