ADVISOR ALLIANCE: Hubdoc (2020)

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If you have been around the SMB accounting space for any time at all you know the name Hubdoc. If you have ever been to an 'accounting show' you have seen Hubdoc on the exhibit floor. And you know that Hubdoc gives your clients the tools they need to easily upload all their bills and receipts from their mobile devices, desktops, emails or almost any other source, so that the data can be managed from one secure location and then sync'd to their accounting system of choice. Your clients might use Xero, or they might use QuickBooks Online, or they might even want to connect Hubdoc directly to Bill.com to make payments. Hubdoc works no matter how you configure it.

And you have learned the main thing about Hubdoc is you've given your clients a workflow that means spending less time chasing financial documents and more time running their business. And for you, it means the same thing, less time having to track down your client's records, and more time devoted to building your own practice. And when it comes to building your practice that's what Insightful Accountant's Advisor Alliance is all about.

We strive to provide you with information about opportunities to serve your clients, build your practice, and bolster your compensation through this series we call ‘Advisor Alliance’. The focus is on product developers and vendors who offer some form of alliance, partnership, or referral program that might be of interest to you and your practice. This week that vendor is Hubdoc and their 'Hubdoc Partner Program.'

You can also learn more about Hubdoc and their integration with Xero in our webinar, "Getting to Know Hubdoc" on September 22 at 2:00 p.m. Eastern Time. You can register here.

Not only do Hubdoc Partner Program members get a 'free' Hubdoc account for their own accounting, bookkeeping or consulting practice, but they get the tools they need to help manage their client's workflows, and the pricing and benefits they deserve to incentivize themselves and their clients. 

For example, Hubdoc Partners are entitles to Client accounts at $20 per month per client for unlimited documents and storage. And the more clients they bring on board, the higher status levels they can achieve which means greater discount levels off the plans they manage. For example, Bronze level represents 5 to 24 clients and Partners earn a 10% discount, Silver level represents 25 to 99 clients and Partners earn a 20% discount, and Gold level represents 1000+ clients where Partners earn a 30% discount.

In addition to these monetary incentives Hubdoc offers dedicated customer support to Partner Program members, free on-line training, and the opportunity to earn formal 'Hubdoc Advisor' Certification after just a few hours of formal training.  By the way, there is no cost for either joining or remaining part (no annual fee) of the Hubdoc Partner Program.

So, if you have been looking for a partnership opportunity to build your practice with a solution designed to help you with your accounting, bookkeeping and business consulting requirements, look no further. You can sign-up with the Hubdoc Partner Program here.

You can also learn more about Hubdoc and their integration with Xero in our webinar, "Getting to Know Hubdoc" on September 22 at 2:00 p.m. Eastern Time. You can register here.