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Receiptbank sourcedocuments


Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 1, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

The biggest frustration that bookkeepers face is getting their client's source documents. For your bookkeeping/client accounting services to be profitable (and scalable) you need take control of your clients source documents. You need to create systems for your clients to submit their information to you, and then leverage technology to do the heavy lifting. With timely submission comes timely processing of data which means happy clients.

Cloud based technology, like Receipt Bank, allows your clients source documents for you. All your clients have to do is take a photo of their receipt or email their supplier invoices and receipts directly into the system. This means no more shoeboxes of disorganized paperwork. With the source document in the system, Receipt Bank then get to work, extracting the data and making it ready to sync with cloud based accounting software like Xero and QBO.

The time savings of this document collection and data extraction will be substantial. Freeing up your time to take on more clients, or help your current clients run better businesses.

Learning Objectives

  • Designing the system for your clients

  • Understanding the technology

  • Training your clients

  • Pricing your services

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About Our Presenter

Receiptbank logo
Receipt Bank is revolutionizing bookkeeping for over 5,000 accounting firms and 400,000+ small business customers globally. Utilizing award-winning AI and real-time data automation, Receipt Bank allows accountants and bookkeepers to spend less time on data reconciliation and more time on advising their clients.
With Receipt Bank, you're able to fetch financial data automatically. Utilize our smart tools to analyze tax, payment timing, and talk to your clients about cash flow - all in real-time. We work with everyone, so Receipt Bank integrates and auto-publishes to your choice of accounting software!