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3 WAYS TO TRANSFORM YOUR PRACTICE WITH DOCUMENT AUTOMATION

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 28, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

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​

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Jason Goldfinger

Citrix ShareFile
Vertical Manager Accounting
jason.goldfinger@citrix.com
(919) 948-1588

Citrixsharefilescreen

Jason Goldfinger began working for Citrix ShareFile 2 years ago. Since then, he’s worked on multiple projects, but found his home directing the Accounting Team. He enjoys working with accountants and speaking with them at the different conferences throughout the year. Some Interesting facts about Jason: Besides having the same last name as a James Bond movie, he really enjoys golfing and playing poker. He has a black lab named Oakley that enjoys eating shoes and comforters.

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Yoseph West

Hubdoc
Head of Marketing
yoseph@hubdoc.com
(647) 531-9728

Hubdoc

Yoseph dreams of a world where accountants and bookkeepers never have to ask their clients for documents. That's why he joined Hubdoc to lead growth. Previously, he co-founded Vuru, a stock analysis platform for retail investors, and led it through its acquisition by Wave Accounting in 2012.

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Kathy Coffman, owner of Coffman Business Solutions LLC, has successfully operated a family-owned business for the past 20 years and personally understands the unique needs of small business owners. Kathy graduated from Baldwin Wallace College with a Bachelor of Arts degree in business. Her extensive knowledge of QuickBooks software, along with accounting experience enables Kathy to provide companies with quality business process management solutions. Kathy is Advanced Certified in QuickBooks, a Certified Sleeter Group Accounting Software Consultant, and a member of the American Institute of Professional Bookkeepers.

About Our Sponsor

Hubdoc
Hubdoc gets your key financial docs in one place - automatically. Say goodbye to chasing documents and data entry and say hello to increased productivity. Every time a document is uploaded or fetched, Hubdoc seamlessly creates transactions in your accounting with key data inputted and source documents attached.