How to Automate Your Document Workflow for Virtual Bookkeepers

Use SmartVault + Hubdoc to turbo-charge your document workflow.

with Gabrielle Fontaine

Gabrielle Fontaine of The Freelance Bookkeeper hosts an all-new training webinar designed specifically for virtual bookkeepers and accounting pros who want to be working virtually. Learn how to build automation into your document workflow for a streamlined, efficient system that saves you time (and stops hair-pulling frustration), while improving client service for a true win-win virtual bookkeeping experience that works.

You’ll discover:     

  • How to put together and automate a flexible core workflow to streamline your virtual bookkeeping services
  • How to work collaboratively with your clients and easily lay the foundation for high-end services using customized automation
  • Live demonstration on how to use SmartVault and Hubdoc to turbo-charge your document workflow that integrates with QuickBooks Online and Xero
Gabrielle Fontaine
The Freelance Bookkeeper
Gabrielle Fontaine is a freelance Professional Bookkeeper and Advanced Certified QuickBooks ProAdvisor who assists tech-savvy consultants and self-employed professionals get their books under control, save taxes, and maximize cash flow and profits using the power of online apps. Gabrielle has been in business for over 25 years, and has been working 100% virtually since 2003. She is the author of the popular blog, The Freelance Bookkeeper, and produces online training programs, has been a popular guest speaker on business and accounting podcasts, as well as industry conferences.