Financial documents come in many forms: bills, statements, receipts, emails… the list goes on. Trillium partners with Hubdoc to make it easier to keep track of these important documents! Our clients can automatically import all their financial documents into this cloud-based program and export them into usable data. The program’s Optical Character Recognition technology analyzes your scanned documents for useable data. There’s no need for manual data entry, and you can pull up any document quickly. Hubdoc also automatically retrieves recurring bills and statements so you don’t have to chase them down! This gives both you and us, your accountant, access to all your bookkeeping without unnecessary communications that will slow you down.

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