We now offer a new feature that makes submitting financial documents to us much (much) easier!
What is Hubdoc?
Hubdoc automatically fetches and files key financial documents (like bank statements and invoices), so you don't have to. It is essentially a streamlined, digital filing cabinet.
Getting you set up and ready to go...
1. Notify our bookkeeping team that you'd like to start using Hubdoc.
Call: 03 9851 7999
2. Create your login
Once you contact our bookkeeping team
and they set up your account, you should receive a separate email from Hubdoc to create your password. If you do not receive that email, or
accidentally delete it, please get in touch and let us know.
3. Download the free Hubdoc App
If you wish to submit financial documents directly from your phone, you will need to download and log in on the app. .
4. Uploading financial documents
Here's a short video help you get started with logging in and submitting documents via email or the Hubdoc app:
Hubdoc currently supports PDF, JPEG, PNG, IMG, plain text and HTML files. It does not have the ability to unzip folders or extract data from Excel files, so please be aware of that when submitting documents.
If you have any further questions about how Hubdoc works feel free to get in touch with our office on 03 9851 7999, or email firstname.lastname@example.org.