Accountants and bookkeepers rejoice! They can stop chasing their clients for bills, statements and financial source documents. Today, Hubdoc announced its integration with Citrix ShareFile, a leading provider of secure file sharing solutions for accountants and bookkeepers. Hubdoc’s integration with Citrix ShareFile means no more chasing down clients for bills and statements, no more asking clients for the source documents that back up key financial transactions and no more waiting until end of year to begin the work of closing the books.
Imagine the accountant’s dream world
Bank statements, check images and deposit slips were automatically delivered to a Citrix ShareFile account, filed in the correct folder and named appropriately.
All source documents such as the invoices and receipts that back up key financial transactions are available immediately to accountants and bookkeepers in their Citrix ShareFile account.
How does it work? It's as easy as 1-2-3
Accountants invite their clients to set up Hubdoc accounts.
Clients use Hubdoc to automatically fetch bank and credit card statements and monthly recurring bills.
Hubdoc syncs those documents to Citrix ShareFile as they become available.
“Accountants, bookkeepers and their clients are giddy about the prospect of end-to-end document workflow automation,” said Jamie Shulman, co-founder and co-CEO of Hubdoc. “So much time and energy is wasted asking clients for documentation. This partnership eliminates all of that waste -- which means running your business more efficiently and profitably.”
“The entire accountant-client relationship is being transformed by the movement to the cloud,” said Laura Ivey, Strategic Partnerships at Citrix ShareFile. “Hubdoc and Citrix ShareFile are rebuilding document management workflows in much the same way that PayPal, Stripe and Square have revolutionized payments.”
You can learn more about both companies by CLICKING HERE