3 ways to transform your accounting practice with document automation
TRANSCRIPT
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3 Ways to Transform Your Practice with Document Automation
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Kathy CoffmanOwner, Coffman Business
Solutions LLC
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Fletcher MartinDirector, Sales – Accounting / CPA
Division
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Yoseph WestMarketing Leader, Hubdoc
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Automation is transformational.
Yoseph West
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Why Automate Docs?
Yoseph West
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Advisors spend 25%+ of their time getting documents from
clients.
Yoseph West
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Administrative tasks take you away from adding value.
Yoseph West
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Client relationships can improve significantly.
Yoseph West
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Document Automation Best
Practices
Yoseph West
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Map out doc workflow, identify bottlenecks and
solve with tech
Fletcher Martin
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Count admin-interactions with clients. Set a goal for
reduction.
Fletcher Martin
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Give your clients the freedom to access their docs when
and where they want.
Fletcher Martin
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Putting It into Practice
Fletcher Martin
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Hubdoc + ShareFileDemo
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Creating a Foundation for
Workflow Success
Yoseph West
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Identify and test ideal workflow and setup software
accordingly.
Yoseph West
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Set expectations and set clients up for success.
Yoseph West
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Remove friction throughout the client experience.
Yoseph West
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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
*For new customers only
Yoseph West
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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!
Yoseph West
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Let’s talk!
@Hubdoc Booknow.so/Hubdoc 1-800-577-2842
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Thank You + Q & A
Fletcher Martin
Yoseph WestKathy Coffman