Tech Talk Series #1: Leveraging Data Automation for Enhanced Productivity
SYNOPSIS
Circumstances have changed where working from home has become a necessity instead of a modern benefit. There has not been a more crucial time for professional service providers to have their client documents stored in one place, accessible digitally and eliminating physical paper.
In this 1-hour Tech Talk, we will share how you can leverage technology developed by Hubdoc to automate and achieve time-savings and reduce human error. Hubdoc is a data capture, extraction and processing solution that lets your practice easily digitise client paperwork by scanning, forwarding an email or simply by taking photographs of paper receipts. When documents are uploaded to Hubdoc, the key data is automatically extracted and synced to Xero as accurately coded transactions, with the source documents attached.
For accounting firms who are already on Xero’s partner programme, you will get to use Xero’s software and Hubdoc at no additional cost. Hubdoc’s data automation feature is also included with your clients’ Business Edition subscriptions. This tech talk will educate you on how you can significantly reduce the time spent on chasing clients for documents, manual data entry and reconciliation.
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