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3 Ways to Transform Your Practice
with Document Automation
Kathy Coffman
Owner, Coffman Business Solutions
LLC
Fletcher Martin
Director, Sales – Accounting / CPA
Division
Yoseph West
Marketing 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.
Yoseph West
Client relationships can
improve significantly.
Yoseph West
Document Automation
Best Practices
Yoseph West
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 + ShareFile
Demo
Creating a Foundation
for Workflow Success
Yoseph West
Identify and test ideal workflow
and setup software accordingly.
Yoseph West
Set expectations and set clients
up for success.
Yoseph West
Remove friction throughout the
client experience.
Yoseph West
A Special Offer For You
New Discounts (Up to 50% Off) Available for
webinar attendees*
Fletcher Martin
Director, Sales - A...
Vip Account for You
One free Hubdoc account for Accountants
& Bookkeepers
Simply sign up at
HTTPS://APP.HUBDOC.COM/SIGNUP
...
Let’s talk!
@Hubdoc Booknow.so/Hubdoc 1-800-577-2842
Thank You + Q & A
Fletcher MartinYoseph WestKathy Coffman
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3 Ways to Transform Your Accounting Practice with Document Automation

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Take back the 30%+ of time spent getting documents from clients

As an accountant or bookkeeper, you spend 30%+ of your time trying to get documents from clients to get your work done. This is an avoidable cost.

This webinar features advice from accountants and bookkeepers who've successfully automated document collection, delivery and workflow.

You'll learn to:

- Save the 30%+ of time spent getting client docs
- Automate your documents from collection to delivery
- Reduce administratively-focused client interactions
- Increase the quality of client relationships

For more helpful tips, check out:

Hubdoc's YouTube Channel
https://www.youtube.com/channel/UCo6C...

Hubdoc's Blog
http://content.hubdoc.com

If you'd like to reduce time spent chasing client documents, book a time with one of the Hubdoc team (http://booknow.so/Hubdoc) and sign up for a free VIP account for advisors.

Published in: Business
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3 Ways to Transform Your Accounting Practice with Document Automation

  1. 1. 3 Ways to Transform Your Practice with Document Automation
  2. 2. Kathy Coffman Owner, Coffman Business Solutions LLC
  3. 3. Fletcher Martin Director, Sales – Accounting / CPA Division
  4. 4. Yoseph West Marketing Leader, Hubdoc
  5. 5. Automation is transformational. Yoseph West
  6. 6. Why Automate Docs? Yoseph West
  7. 7. Advisors spend 25%+ of their time getting documents from clients. Yoseph West
  8. 8. Administrative tasks take you away from adding value. Yoseph West
  9. 9. Client relationships can improve significantly. Yoseph West
  10. 10. Document Automation Best Practices Yoseph West
  11. 11. Map out doc workflow, identify bottlenecks and solve with tech Fletcher Martin
  12. 12. Count admin-interactions with clients. Set a goal for reduction. Fletcher Martin
  13. 13. Give your clients the freedom to access their docs when and where they want. Fletcher Martin
  14. 14. Putting It into Practice Fletcher Martin
  15. 15. Hubdoc + ShareFile Demo
  16. 16. Creating a Foundation for Workflow Success Yoseph West
  17. 17. Identify and test ideal workflow and setup software accordingly. Yoseph West
  18. 18. Set expectations and set clients up for success. Yoseph West
  19. 19. Remove friction throughout the client experience. Yoseph West
  20. 20. A Special Offer For You New Discounts (Up to 50% Off) Available for webinar attendees* Fletcher Martin Director, Sales - Accounting/CPA Division 919-745-6203 Fletcher.Martin@citrix.com *For new customers only Yoseph West
  21. 21. Vip Account for You One free Hubdoc account for Accountants & Bookkeepers Simply sign up at HTTPS://APP.HUBDOC.COM/SIGNUP Once you love Hubdoc, begin adding your clients Supercharge your practice! Yoseph West
  22. 22. Let’s talk! @Hubdoc Booknow.so/Hubdoc 1-800-577-2842
  23. 23. Thank You + Q & A Fletcher MartinYoseph WestKathy Coffman

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