What users are saying about
4 Ratings
18 Ratings
4 Ratings
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Score 8 out of 100
18 Ratings
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Score 8.2 out of 100

Likelihood to Recommend

DocLink

DocLink is a very effective program for processing and maintaining files. It allows the user to scan invoices and documents into the program and move each file throughout the enterprise as necessary for review, approval, notification, etc. It eliminates the need to spend countless hours manually filing paper documents, reduces the need for filing cabinets, reduces issues with missing or misfiled documents, and creates a much more organized and efficient system.
Pamela Dalton | TrustRadius Reviewer

Hubdoc

Hubdoc is great for all your clients. It provides your business with a very easy way to capture important documents and link them to the related transactions. That said, it is a change in process and for some clients, this can be very challenging. It is only as good as the data input and the client/accountant's dedication to the process.
Andrew Newman CPA | TrustRadius Reviewer

Pros

DocLink

  • Archives documents - all your documents in one place that you can retrieve as they were printed.
  • Emails documents - printing and emailing in one easy step, just print to the DocLink queue and DocLink reads the email address and sends it.
  • Faxes documents - so your recipient does use email? You can set the document to fax if email is not available.
Anonymous | TrustRadius Reviewer

Hubdoc

  • Hubdoc is an accountant's best friend! Move over Fido!
  • Saves hours of time, by not having to log into a bank and download PDFs one month at a time. The first time Hubdoc is connected with a bank, it will auto-fetch all available historical documents allowed by the particular bank. In some cases, it will fetch 36 months of historical documents. Going forward, it will auto-fetch documents as they become available. You hardly have to lift a finger.
  • Hubdoc does a great job of organizing documents by account and by vendor. It is so easy for bookkeepers and accountants to reconcile bank statements. You can jump from one statement to another with one click. You can truely remain 100% paperless and never have to print unless you need to tick and tie or highlight.
  • The Hubdoc mobile app is fantastic for capturing photos of receipts. They upload to Hubdoc in seconds!
  • Hubdoc also does OCR. Within one day, invoices and receipts will have vendor name, date, amount populated in the coding fields.
  • I love being able to sync to various accounting software (QuickBooks, Zero, Freshbooks, Intacct) and to a permanent document management system (Dropbox, Google Drive, Box, SmartVault, ShareFile)
  • I love how credit card and checks can be sync'ed directly to the accounting software and the image of the receipt is attached to the transaction in the accounting software.
Paul G. Calvin | TrustRadius Reviewer

Cons

DocLink

  • Document workflow can be confusing as it is all a workflow chart. Bigger worksflows get hard to follow in the flow chart. One solution we use is to break the workflow into smaller parts that all work together.
  • AD connections can be tricky to set up.
  • Customization is great but it would be nice to push the same customization to all users of a certain group and then lock it down.
Renae Clary | TrustRadius Reviewer

Hubdoc

  • Cannot understand all documents
  • Does not provide option to sync files directly to local computer
  • Pricing may be a little bit high
Anonymous | TrustRadius Reviewer

Usability

DocLink

DocLink 9.0
Based on 1 answer
DocLink is VERY user-friendly! The daily functions are easily taught to non-financial individuals. It's easy to understand and easy to manipulate with a simple, functional layout. The Administrative module is not too complicated, but it would be more effective if there was a more thorough "help" section or an online forum for users. All of my knowledge is self-taught, trial and error, but it would be helpful for a new user to have an online resource to address questions or issues.
Pamela Dalton | TrustRadius Reviewer

Hubdoc

No score
No answers yet
No answers on this topic

Performance

DocLink

DocLink 8.0
Based on 1 answer
DocLink is quite reliable and effective. Scanned documents are easy to read with very slight loss of integrity. Pages load quickly with occasional lag loading very large files. We use DocLink with MS Dynamics SL, and the two systems perform well together without much interruption or ambiguity in the process. One issue we have is in relation to the number of licenses and issues we have when a session will not close upon exit, thus suspending an available license rendering it unusable. Although very infrequent, IT has had to manually "end" a session to clear the license.
Pamela Dalton | TrustRadius Reviewer

Hubdoc

No score
No answers yet
No answers on this topic

Support

DocLink

No score
No answers yet
No answers on this topic

Hubdoc

Hubdoc 10.0
Based on 1 answer
Excellent. Always there. Always happy to help
Andrew Newman CPA | TrustRadius Reviewer

Alternatives Considered

DocLink

Document sender u can only send one at a time, doclink sends mass emails all at once and can archive all your documents, making it a complete solution.
Anonymous | TrustRadius Reviewer

Hubdoc

Receipt Bank is similar, but does not retrieve documents, it focuses on collecting documents that are submitted by the clients (which Hubdoc also does). Receipt Bank's platform for CPAs is significantly more advanced and robust (Hubdoc's is basically non-existent), but the most valuable area for us at this point is retrieving client statements, which Receipt Bank does not do.
Jason Ackerman | TrustRadius Reviewer

Return on Investment

DocLink

  • Saved time with workflow routing
  • Saved time and expense by storing all documents in one location
Renae Clary | TrustRadius Reviewer

Hubdoc

  • HubDoc has decreased the time it takes to collect documents from multiple sources.
  • HuDoc is the lowest cost solution for my clients that use QBO.
Paula Bledsoe | TrustRadius Reviewer

Pricing Details

DocLink

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Hubdoc

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

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