Learn how to leverage ScanSnap Cloud and Hubdoc in your practice In these slides, we share the details of our new integration with ScanSnap Cloud. Automating away the paper from your practice is our top priority and that's why we worked with Fujitsu to launch this seamless integration. In this webinar, we show you the in's and out's of how to leverage ScanSnap Cloud to send documents directly to your Hubdoc account. To watch the full webinar, it's available here: https://youtu.be/0BcffrBsgik You'll learn how to: - Simplify bookkeeping workflow for you and your clients - Create a direct feed from ScanSnap Cloud to Hubdoc - Train clients on using ScanSnap Cloud with Hubdoc

1. Automate Your Workflow:
Simplify Bookkeeping with
Hubdoc and ScanSnap Cloud

2. Yoseph West
Marketing Leader, Hubdoc

3. Allie Rumpanos
Business Development Manager,
Fujitsu
arumpanos@us.fujitsu.com
@AllieRumpanos

4. Agenda
1. How the integration works
2. Integration demonstration
3. Planned improvements
4. ScanSnap best practices + giveaway

5. Hubdoc + ScanSnap Cloud

7. ScanSnap Toolbox
ScanSnap
Cloud
ScanSnap
iX100
ScanSnap
iX500
-OR- -AND-

8. Hubdoc Toolbox
1 Hubdoc
account

9. Auto-fetches client
docs from over
700 vendors
Sync all bills & invoices
TO BE PAID to Bill.com
Bill.com updates QBO
with PAID status
Sends receipts &
invoices to QBO
for reconciliation
Receipts & Invoices
scan snap forward
Backup to Cloud
Storage

10. Auto-fetches client
docs from over
700 vendors
Sync all bills & invoices
TO BE PAID to Bill.com
Bill.com updates QBO
with PAID status
Sends receipts &
invoices to QBO
for reconciliation
Receipts & Invoices
scan snap forward
Backup to Cloud
Storage
ScanSnap

11. Integration-in-action

12. Integration-in-action

13. Integration-in-action

14. Integration-in-action

15. ScanSnap Cloud

16. ScanSnap Cloud
• Auto Color Detection
• Auto Skew Correction
• Auto Cropping
• Auto Page Size Detection
• Auto Quality
• Auto Orientation
• Auto Blank Page Removal
• Auto Bleed Removal
Auto Color Auto Size Auto Orientation Blank Page Removal
20xx.xx.xx_Forecast.pdf
Smart Naming Intelligent Sorting

17. ScanSnap Cloud App
• Setup ScanSnap Cloud
• View Scanned Data
• Make Setting Changes
• Push Notifications
ScanSnap Cloud Application

18. QuickBooks Online Paperless Productivity Bundle
Get our free1 paperless productivity bundle that will help you and your customers automate administrative
work, save time and improve productivity with this modern business bundle.
Contact your Intuit Account Manager to purchase this limited time offer! 3
Important Offer Details, Disclaimers/Footnotes
1. To qualify, your company is required to purchase and pay for 10 or 20 new QuickBooks Online Essentials or Plus subscriptions on a monthly basis for a minimum period of 12 months.
2. Offer valid for new Hubdoc customers only.
3. A complete set of terms and conditions is available from your Intuit Representative. Copyright © Intuit Canada ULC, 2016. All rights reserved
To learn more, please visit proadvisor.ca/HubdocOffer

19. Scanner Giveaway!

20. $50 Off Discount
Code
1. For the ScanSnap iX500
2. Can only be used at buyfcpa.com
3. 5 unit maximum
4. Expires April 30th 2017
5. Code is “Scan2Hubdoc”

21. Vip Account for You
One free Hubdoc account for
Accountants & Bookkeepers
Simply sign up at HUBDOC.COM
Once you love Hubdoc, begin adding
your clients
Supercharge your practice!

22. Connect with Hubdoc
Get your free advisor account
Hubdoc.com/ProAdvisor
Get Hubdoc-QBO Certified
learn.hubdoc.com
Contact us
support@hubdoc.com
1-800-577-2842

23. Thank You + Q & A
Yoseph West
yoseph@hubdoc.com
@ycwest
Allie Rumpanos
arumpanos@us.fujitsu.co
m
@AllieRumpanos