Likelihood to Recommend It is well suited for clients who are on the road and they can send their receipts in for purchases from their phones. This has enabled us to get receipts prior to being lost or damaged so it makes the matching process in QBO much easier for us. Clients like to scan multiple pages at one time and vendors invoices/bills. This is less suitable as they need to do individual scans since Hubdoc cannot separate them out.
Read full review It's a wonderful asset to have when you lose your original Word doc, etc. so you can still edit a document (and not have to start from ground zero). That feature alone is why I bought this product and why I will continue to recommend.
Read full review Pros 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. Read full review PDFelement provides the same powerful features as Adobe Acrobat, but the interface is easy to learn and use. The product is extremely intuitive, which saves our clients from becoming frustrated as they learn the product. PDFelement Pro's ability to create fillable forms with the click of one button is one of our clients favorite features. I was impressed at how accurately PDFelement performed this task and the ease with which these fields can be edited, if needed. Security is more important than ever these days and PDFelement provides the encryption and permissions to protect documents quickly and easily. I especially like the batch encrypt feature, this makes it easy to protect multiple files with the same password. PDFelement makes it easy to extract the data from form fields. This is a huge plus for our clients. Read full review Cons 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. Read full review I wish there was a lighter program for just reviewing a document and then to transition seamlessly to an editing mode. It takes a few seconds longer to load than Preview on my Mac, and based on that frustration, I use Preview to view documents. A lower price for upgrades. Thomas Myers Vice President Of Marketing And Business Development
Read full review Likelihood to Renew Excellent, easy to use product
Read full review Usability I am a novice and I am using it like a pro because it is so easy to work with
Read full review Reliability and Availability No issues. Works perfect
Read full review Performance There is a lot of learning. Although some of the functions you can probably pick up relatively quickly, some of them, including compressing the size or using a different language, remains a myth to me.
Read full review Support Rating 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.
Read full review PDFelement is always in contact with me, by email and by giving constant tips and recommendations. But what makes me give you a 10, was the outstanding support service received on July 9th by one of your support professionals Amanda, who helped me with a tariff issue, and makes me [rate] your product.
Read full review Implementation Rating Just pay, download, activate and start using it
Read full review Alternatives Considered We did not get far into evaluating other solutions we were looking at because Hubdoc came highly recommended from peers, coupled with Xero and Gusto. The cost for Thompson-Reuters is high. We quickly honed in on Hubdoc due to cost and recommendation and are very glad that we did.
Read full review I didn't try or buy other programs, but did a good bit of research on them. I went with PDFelement because of the lower pricing, and because of the rich features I learned it had. I also appreciated the great customer service I received from reps in the community forums, which showed me they have an aim in keeping their customers happy - which is always good to have when using fairly complex technical apps.
Read full review Scalability Super easy Word style layout and format.
Read full review Return on Investment I don't have actual hard figures but I know it will save a lot of time for us. We can save an incredible amount of time letting Hubdoc do the tedious renaming and filing. By syncing with cloud storage like Google Drive or Dropbox, Hubdoc provides an extremely valuable service of information security by backing up our data. Hubdoc allows us to let an intern or newer employee be more productive because all they have to do is make sure that the scans are good quality and then upload the files to Hubdoc (which has a very easy to use interface). Any files that need special attention can then be addressed by a more senior member of our staff. Read full review For me, it's been very important to me that my business as a pet sitter and dog walker not leave a negative footprint on the environment. To that end, it's been very important that i'm able to do as much paperwork as possible without using paper. PDFelement is wonderful at helping me meet those goals. Read full review ScreenShots Wondershare PDFelement Screenshots