Hubdoc vs Zola Suite

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Hubdoc

Category: Task Management Tool

Industries: Education, Marketing, Social Media

Pricing

Starting From:

$12.00 /month

Zola Suite

Category: Task Management Tool

Industries: Business, Marketing, Legal Files

Pricing

Core

$59.00

1 User Per Month

Enterprise

$79.00

1 User Per Month

Enterprise Plus

$89.00

1 User Per Month

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Most popular feedback for Hubdoc

Overall I was very happy with the software and when I was working as an online accountant, all my clients were subscribed to it for receipt submittal. I still use it for my personal businesses. I would highly recommend it for all small businesses that accumulate a lot of receipts. Cuts down on the paperwork.

Margaret Ana F.

About Hubdoc

Data extraction solution that helps businesses extract information from invoices, receipts, emails to store in a centralized hub.

Most popular feedback for Zola Suite

We found that Zola Suite had all the features we wanted, was straightforward to use, and was less expensive than Clio.

Michael G.

About Zola Suite

With best-in-class matter management tools and robust billing, accounting and reporting in a single cloud-based solution, Zola Suite seamlessly connects your front and back offices, and delivers a single source of truth. Best-in-class case management tools include built-in email, document management & automation, task management, CRM, secure client portal, calendar & more. The solution also includes sophisticated billing tools and complete business and trust accounting.

Hubdoc reviews

Hubdoc is one of our favorite apps here at Entreflow, it's a perfect place for us to store all of our client's documentation. It's super easy for our clients once everything is set up to just take a picture of a receipt, and forward an email to the unique email address.

- Aislinn K. Marketing Assistant

Overall this is a good entry level solution for automating the entry of your paperwork. As Xero include it with their standard subscriptions it is very cost effective

- Michael D. Director

Receipt management for company paid cards and reimbursable employee expenses is lacking. Hubdoc doesn't read the receipts to determine which card was used and automatically allocate that receipt to X employee. Employees should be able to setup Hubdoc inboxes with their own email address to send receipts to. Feeds break often so if that could be improved that would be great as well.

- Ariel P. Accountant

Zola Suite reviews

Zola has several great features, but without hesitation, the Document Automation feature is absolutely my favorite feature! Whether we are drafting one document or an entire 50-page form packet, this feature saves us a significant amount of time! A close second is the CRM feature - it is wonderful to be able to track referrals, assess percentage of retention, etc. I also like that calendars can be shared among users, emails can be linked to matters, billing is easy to review within the program, and customization of the matter-specific fields, depending on the practice area.

- Barbara G. Attorney

The fact that it is cloud based means not having issues with our server. It has been very robust so far and exceedingly use to use. Still learning some of its functionality but thus far it has been pleasantly easy and worthy of recommendation.

- Kevin L. Attorney

I like that it has calendar, contacts, matters, documents, tasks, time/expense billing, email, CRM, & an 'at a glance' dashboard - many things we need, all in one program. The document assembly is quite simple/user-friendly, & the fields can be adjusted to suit your business's needs. There are various search options to help you locate files or documents or track things. It has some features that help remind you to bill for work done, & help track the amount of time you spent on that task. There are many short YouTube videos that explain how to use various features or accomplish various tasks. I like that emails have an option to save to the file.

- Nelle S. Paralegal

Pros & cons

Hubdoc

Pros
I am very pleased - I love Hubdoc
My clients upload their receipts using the app and I categorize them and push them to QBO
Hubdocs is a really great way to store information in a format that makes it easy to find
No more shoe boxes or receipts
My tax preparer loves that I am so organized with my receipts and statements
Instead of having to scan items into your computer and organizing items, it is all in the app
Useful tool in catch up projects to obtain pdf and csv files of bank and credit card statements
Cheque images and e-transfer details make reconciliation easy and perfect for backing up work."
Cons
They seem to have a problem with Bank of America's security forcing our clients to log in each month and verify their identity
You waste more time just trying to use Hubdoc as design
It's been six months and they still have not fixed issues with the 15 tickets open
Hubdoc is terrible and I wouldn't recommend them for anything
One negative feature is the inability to tag the bank accounts with the last four digits of the credit/debit card that was used so the Hubdoc can push directly to that bank account."

Zola Suite

Pros
Having the ability to do not just case management and billing, but complete firm accounting/reconciliation is a godsend
I also love the support Zola provides with real humans who are knowledgable about the product
Their follow up is outstanding
Zola Suite allows me to manage both the clients side and the business side of my practice with ease
This is great product for solo and small firms."
Cons
Since the company is unable to correct the problem, I must move on to the different product
In short, the software has damaged my practice because it cannot be trusted and because it is not the product we were sold
Zola does integrate with Law Pay which has that feature, but the process gets clunky
There is very little that we dislike about Zola Suite
Anything that we have concerns about, they try to address and show us a proper way to manage."

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