Hubdoc vs. Wondershare PDFelement vs. PinPoint Document Management Software (DMS)

When I am out purchasing items for my business I can quickly take photos of receipts and upload via the app and not have to worry if I lose or damage a receipt. This is very handy for me. Hubdoc also allows me to get all my invoices, payments and statements to my bookkeeper very easily which saves me money and time. I only use Hubdoc for business purposes which is where I feel it is most suitable. I probably wouldn't use it for personal stuff as I don't track personal that strictly.

Incentivized

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.

Incentivized

Pinpoint is great if you have a lot of documents that need to be organized in a specific way. It works really well for our organization which has to go through an annual audit. Anything the auditors might need can be easily found and emailed to them with only a few clicks of the mouse rather than digging through file cabinets and storage boxes

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

• 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.

Incentivized

• Workflows
• Document searching
• customization

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

• 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.

Incentivized

• I would like to see more functionality with the contact manager system
• We still haven't been able to master the automatic filing feature
• It is difficult to make changes to the setup after you have been using it a while, kind of stuck with the way you organize things.

Incentivized

Excellent, easy to use product

Incentivized

I think this is one of the easiest apps to use on both mobile and desktop. Once it was all set up by my bookkeeper all I needed to do was upload things. I recall the set up being quite simple and we've only made a few small changes over the years.

Incentivized

I am a novice and I am using it like a pro because it is so easy to work with

Incentivized

It does take some time to learn about all of the features and systems within Pinpoint. It is also slightly difficult to set up, however, we have invested a lot of time into making it work for our organization and we don't regret that investment at all. The Pinpoint staff has always been very helpful and accommodating to anything we need.

Incentivized

No issues. Works perfect

Incentivized

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.

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

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.

The support team with Pinpoint is wonderful. I have always had all of my questions answered in a very timely manner by someone who knows my system and understands our goals. I always feel listened to and our problems are taken care of. I enjoy the option to email for assistance or jump on a quick conference call to talk about an issue

Incentivized

Just pay, download, activate and start using it

Incentivized

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.

Incentivized

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.

Incentivized

Super easy Word style layout and format.

Incentivized

• We are processing much faster than expected
• Clients are getting receipts in faster and allowing us not to stalk them to process their banking
• It is a file for us besides attaching to the invoice we also have the history of bills/receipts in Hubdoc

Incentivized

• 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.

Incentivized

• Saves time
• Saves money
• Increased audit performance

Incentivized