3 ways to transform your accounting practice with document automation
TRANSCRIPT
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.
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 + ShareFileDemo
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 - Accounting/CPA Division
*For new customers only
Yoseph West
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
Let’s talk!
@Hubdoc Booknow.so/Hubdoc 1-800-577-2842
Thank You + Q & A
Fletcher Martin
Yoseph WestKathy Coffman