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
PB, ABSC
The Freelance Bookkeeper
Gabrielle Fontaine is a freelance Professional Bookkeeper and Advanced Certified QuickBooks ProAdvisor who works with independent consultants and self-employed professionals to maximize cash flow, save taxes and improve profits using proven systems and online technology. She has been in business for over 30 years and works on a virtual basis with all her clients. Gabrielle is the author of the award-winning blog, The Freelance Bookkeeper, and regularly speaks at accounting technology conferences around the world. She is best known for her practical online training programs specifically for independent bookkeepers.