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The Importance of Clean Client Data

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Recently we had the opportunity to chat with Victoria from Hubdoc and share why we feel that clean data is a key piece to the financial advisory services that we offer within our accounting firm. Using Hubdoc not only creates efficiencies, it's also the starting point of our workflow and ensures we've got a foundation of accurate, consistent and timely data. Without this clean data, our value-added services wouldn't exist.

Here is the internal workflow that we shared during the webinar:

 

2080 workflow

 

You can check out a recording of the webinar here.

Happy Listening!