Hubdoc vs. OpenText SendSecure

If you're looking to automate categorization of expenses and help avoid human error, this is a good option. It takes a bit of dialing in at the onset but afterwards can be set to work very well on its own. Splitting invoices and other customizations was helpful in cases of large complicated invoices.

Incentivized

It is super easy to use any time we have a need to send something encrypted. It is great, because if we have a client that needs to send us something, we can send that person a link and they are able to use that to send us a protected file.

Incentivized

• Extracts data from documents both from a feed and a scan really quick.
• Availability of automated feeds directly from the supplier.
• Integration with accounting software e.g. Xero (now owned by them) and QBO.
• Ability to auto-archive to many different cloud storage locations such as Google Drive and ShareFile.

Incentivized

• It is very user-friendly even for users that are not particularly tech-savvy.
• The integration into Outlook makes it so convenient to use.
• Gaining access to the portal is easy as well, so if you are away from your workstation, you can still send things securely.

Incentivized

• Although it is great that they can automatically get bank statements and transactions once linked, these links have been very unreliable historically.
• Figuring out how to set up the automatic feed is cumbersome. You can land up being inundated with useless transaction data.
• you have to upload each document separately. The program cannot differentiate/split PDFs.

Incentivized

• Only compatible with Outlook 2010 or newer.
• Only compatible with Windows OS.
• No other complaints so far.

Incentivized

At the time we implemented Hubdoc (more than 2 years ago) it was quite cutting edge and did have strong advances from the competition plus its pricing was definitely more competitive (flat rate vs price per data extraction model). However, currently the competition has caught up and now many of Hubdoc's core features are being built into online accounting software natively.

Incentivized

I don't have hands-on experience with any of the other software I mentioned. I have done a good deal of research with them, but did not find any particularly compelling reasons why they were better. The real reason I selected Hubdoc was because they offered a free, no-strings-attached lifetime account for QuickBooks ProAdvisors. Had they not offered that, I would not have tried it or been writing this review. Great job on the partner program, Hubdoc!

Incentivized

None. We were not able to email securely.

Incentivized

• It made our scheduling more reliable because we have the documents we need more quickly
• We have less annoying client contacts where we were traditionally constantly bugging them to send us documents
• It has made the bill input process much more efficient, saving us time

Incentivized

• It allowed us to become HIPAA compliant with email.
• It integrates seamlessly into our current email interface.
• Support we have received has been excellent. Always timely.

Incentivized