Hubdoc Reviews & Product Details

I love that this software gives me the ability to have my client's documents automatically retrieved for me and available on the cloud when I need them. Review collected by and hosted on G2.com.

There's a couple of institutions that have difficulty retrieving documents from, delaying productivity on occasion. I'd like to see these improved so the experience is more streamlined, if possible. Review collected by and hosted on G2.com.

Hubdoc is a one of popular document management application. It can digitalize documents and analyzed. Hubdoc is the best safe way to store all client's documentations. It contain amazing features. Review collected by and hosted on G2.com.

No any very big issues. But I had a problem with reading certain fonts and also inability to tag my bank accounts. Review collected by and hosted on G2.com.

Helping accountants and bookkeepers to automatize and reduce time effort with data entry processes Review collected by and hosted on G2.com.

Time to focus on your work. Streamline bank reconciliation analysis Review collected by and hosted on G2.com.

The integration with our accounting system Xero and Bill.com. I also like the customer service and our trainer that is available whenever we have questions. Review collected by and hosted on G2.com.

When adding access for a client, they have the same access to documents as we (the accounting firm) has. It would be nice to give the client download only or view only access. Review collected by and hosted on G2.com.

I really like the upload process for forms and receipts right from the app on my phone! Review collected by and hosted on G2.com.

nothing so far, seems to be good for what we need it for Review collected by and hosted on G2.com.

I like the fact that all data is verified with the source document, stored and easily searchable on any device. Also has a simple layout that is pretty and easy to learn. Review collected by and hosted on G2.com.

System can grant users access to one's account therefore can easily modify what is already created or delete the account. Review collected by and hosted on G2.com.

Easy to use, friendly interface, minimal learning curve. Integrates with QBO and Xero for a streamlined experience. Review collected by and hosted on G2.com.

Can't change taxes, no ability to read itemized receipts. Review collected by and hosted on G2.com.

The simple way to upload receipts for the accounting department through the mobile app and taking photographs or through emailing as attachments. Accounting representatives do the rest. Review collected by and hosted on G2.com.

Learning how to set categories for receipts to automatically be captured into. It is important to make sure that the relevant folders are created. Review collected by and hosted on G2.com.

Once you scan and upload documents, bills, invoices, etc for the first time, system recognizes and organizes everything for you. Also you do not need to download and upload for documents to appear, there is an email address where documents are sent. All of these create great payments reminders and automation of payments so much easier! No more missed payments. Also it is really nice to be able to organize files in one account. Review collected by and hosted on G2.com.

It is difficult to understand at first, however once you start to navigate the system it becomes easier to understand. Having multiple users for one account may disorganize the account, however it is something that can be fixed by the administrator and the users. It really is about communication, uniformity, and all being in the same page. Review collected by and hosted on G2.com.

For capturing receipts and even integration with QBO...it is great! I own a bookkeeping company and it is works very well for obtaining information from my clients to assign transactions. The tag feature is another helpful tool for my clients to let me know how to assign their expenses. Review collected by and hosted on G2.com.

I work with small to medium churches and only one has a bank that Hubdocs will "fetch" bank statements for AND despite repeated contacts with their support...Hubdoc only fetches ONE of their 3 bank statements...which was the main reason I pay the high monthly fee for that particular client as they are not in QBO =( Review collected by and hosted on G2.com.