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Self-Study CPE
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Hubdoc automating


Cost Free   CPE Credits 1.0 hour   Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? CPA - small firm
CPA - medium firm
Course Description

The biggest hurdle advisors face when trying to scale their practice (and their time!) is manual work.

This can include chasing down documents from clients, doing manual data entry or going to your client's office. Firms of the future will minimize manual work to support more clients and focus on higher paying work.

To do this, you need to build systems for clients to get documents to you and let software do the heavy lifting

Learning Objectives

  • Automate bookkeeping to support more clients in less time

  • Stop chasing bills and statements and never ask clients for a document again

  • Seamlessly sync key financial docs (and their data) to QuickBooks Online

  • Setup automatic audit-proofing for clients


"The webinar was great. I found solution to one of the problems i'm thinking of if I offer bookkeeping service which is getting documents from clients. I'm glad I attended this webinar. Yoseph is great."

"Yoseph gave an enlightening talk on new features available in documentation management."

"Overall, the presenter appears to be very knowledgeable and the demo was really on point and add value to the insights gained."

Yoseph West

Head of Marketing
(647) 531-9728

Hubdoc Linkedin

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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Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.


NASBA Approved

CPAwebengage, Inc. (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211