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  • Writer's pictureA Bigger Bottom Line, LLC

Paperwork FLOW

Updated: Dec 4, 2023

Get everything into HubDoc. Then we take it from there!




Here's the full flow!

-Link Accounts to HubDoc

-Scan Paperwork to HubDoc with your cell phone or your scanner and then upload

-Forward your emails to HubDoc

-Mail your paperwork to A Bigger Bottom Line then we'll scan and upload to HubDoc

-Upload your files to Sharefile and we will upload to HubDoc for you


ONCE YOU PUT PAPERWORK IN HUBDOC, WE THEN DO THE BOOKKEEPING RELATED TO IT FOR YOU IN QUICKBOOKS. EASY!


You can always see your documents in HubDoc filed in nice alphabetical folders any time you wish!




And all your financial documents will be stored in QuickBooks where you can check online or from your cell phone app!



For a full overview of our our paperwork flow works with our new client portal tools click he below document to see more.


How it Works at ABBL - A Bigger Bottom Line
.pdf
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