Hire the Best Xerox DocuShare Specialists

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Lani B.

Lapu-Lapu City, Philippines

$15/hr
4.7
509 jobs

Hello! I’m Lani Bacaling, an experienced Bookkeeper and Accountant with over 10 years of freelancing experience serving clients across the United States, Australia, Canada, Europe, and Asia. I am proficient in various accounting software platforms, including QuickBooks Online, QuickBooks Desktop, Xero, and Wave. Throughout my career, I have helped businesses maintain accurate financial records, streamline accounting processes, and produce reliable financial reports that support informed decision-making. Educational Background * Bachelor of Science in Business Administration, Major in Accounting * Master in Public Administration * Lawyer Professional Strengths * Full-Charge Bookkeeping and Accounting * Financial Statement Preparation and Reporting * Bank and Credit Card Reconciliations * Budgeting and Forecasting * Bookkeeping Cleanup and Catch-Up * Audit Review and Support * Data Migration * Third-Party Application Integration * Troubleshooting Accounting Issues * Financial Analysis and Reporting I am highly organized, detail-oriented, trustworthy, and committed to maintaining the highest level of confidentiality and integrity. My strong analytical and problem-solving skills enable me to identify and resolve discrepancies efficiently while improving financial controls and processes. Services I Offer ✔ Maintain accurate financial records and transactions ✔ Financial Statement Preparation and Reporting ✔ QuickBooks Setup and Optimization ✔ Bookkeeping Cleanup and Catch-Up ✔ Audit Review and Support ✔ Budgeting and Forecasting ✔ Data Migration ✔ Third-Party App Integration ✔ Account Reconciliations ✔ Troubleshooting and Financial Process Improvement I am a fast learner, hardworking professional, and dedicated to delivering high-quality work. I am available to work 40 hours per week or more, and I can accommodate both EST and PST time zones. If you think we’re a good fit, feel free to send me a message or schedule a call. I look forward to helping your business achieve its financial goals. Let’s talk! Lani Bacaling

  • Intuit QuickBooks
  • Financial Audit
  • Account Reconciliation
  • Bank Reconciliation
  • Xero
  • Customer Service
  • Wave Accounting
  • Financial Reporting
  • Personal Administration
  • Bookkeeping
  • Data Entry
  • Accounts Receivable Management
  • Editing & Proofreading
Niluka J.

Gampaha, Sri Lanka

$12/hr
4.4
640 jobs

"Streamlining Finances, Maximizing Success" Greetings! I’m Niluka Jayasinghe, a qualified Chartered Accountant and a proud FCA and FCPA, ACCA, IFA, IPA from Australia. With over 15 years of comprehensive experience, including my tenure as a Senior Accountant at Ernst & Young, I have honed my skills in accounting, auditing, BPO, and bookkeeping. Throughout my career, I have proudly served over 300 clients across various sectors such as retail trading, construction, real estate, and e-commerce. I've successfully prepared more than 1,000 individual income tax returns and managed the accounting needs for companies, trusts, and partnerships. My broad expertise in an Overseas BPO has allowed me to help clients from Australia, the UK, the US, and the UAE, leveraging a variety of accounting software including Xero, MYOB, QuickBooks, Wave, and Tally. My Specialization: I focus on real estate accounting and bookkeeping, offering tailored back-office support to ensure your financials are well-managed and up-to-date. As a certified Xero and QuickBooks Online bookkeeper, I excel in setting up organizations and overseeing their financial operations efficiently. Why Choose Me? - Proven Expertise: With nearly a decade in BPO, I have developed a keen sense of what clients need to achieve their financial goals. - Self-Motivated & Resourceful: I take pride in being a quick learner and a problem-solver, always striving to identify and resolve issues promptly. - Commitment to Quality: My approach is centered around efficiency and effectiveness, ensuring that I deliver precise and timely results. Services I Provide: - General Bookkeeping and Bank Reconciliation - Payroll Management and IAS - E-Commerce and Real Estate Bookkeeping - BAS Compliance and GST Reporting - VAT Returns and Invoicing/Billing - Accounts Receivable and Payable Management - Month-End Entries and Processing - Handling AP Email and E-Commerce Platforms - PAYG Summaries and Group Certificates - General Ledger and Balance Sheet Reconciliation - Monthly Reporting and Management Reports - Preparation and Lodgment of Individual Tax Returns Let’s Collaborate! I am excited about the opportunity to help streamline your financial processes and contribute to your business success. If you're looking for a dedicated accounting professional who can deliver results, let's connect and discuss how we can work together! Best Regards, Niluka Jayasinghe

  • Accounts Payable
  • Transaction Data Entry
  • Tax Return
  • Tax Preparation
  • Bookkeeping
  • Intuit QuickBooks
  • MYOB Administration
  • Xero
  • Financial Reporting
  • Accounts Receivable Management
  • Management Accounting
Ann Rose M.

San Miguel, Philippines

$7/hr
5.0
1 jobs

As an experienced Bookkeeper with solid foundation in accounting, I help clients ensure their financial records are: ✅ Balanced ✅ Reconciled ✅ Accurately recorded I bring hands-on experience with leading bookkeeping productivity tools, including: 🛠️Bookkeeping Tools: Xero, Quickbooks, Hubdoc 🛠️Productivity Tools: Google Suite, Asana With good command of Microsoft Excel and Google Sheets, I can support your business by setting up and maintaining: 📊Profit and Loss reports 📊 Detailed transaction records 📊 Bank and system reconciliations 📊 Data transfers and management 📊 Ad hoc reports tailored to specific needs

  • Bookkeeping
  • Microsoft Office
  • Email Management
  • Google Workspace
  • Calendar Management
  • Financial Reporting
  • Accounts Payable
  • Accounts Receivable
  • Xero
  • QuickBooks Online
  • Accounting
Rahul P.

Meerut, India

$6/hr
4.5
331 jobs

Top-Rated Plus Bookkeeper | QuickBooks Expert | 38,000+ Hours | 234 Jobs | $200K+ Earned Are you looking for a reliable, detail-oriented Bookkeeper to keep your books accurate and organized? With 38K+ hours on Upwork, 234+ successful projects, and $200K+ in total earnings, I help businesses maintain clean financials, strong cash flow, and stress-free bookkeeping. I specialize in QuickBooks , Xero and Buildium and Full-Charge Bookkeeping for small businesses, startups, and growing companies across USA, Canada, UK, and Australia. My Bookkeeping Services Full-Charge Bookkeeping ✔ Day-to-day bookkeeping ✔ Transaction categorization ✔ General ledger maintenance ✔ Financial accuracy & organization Bank & Credit Card Reconciliation ✔ Monthly reconciliations ✔ Discrepancy resolution ✔ Cleanup of past errors ✔ Accurate financial reporting Accounts Receivable & Accounts Payable ✔ Customer invoicing ✔ Vendor bill management ✔ Payment tracking ✔ Cash flow management QuickBooks Setup & Cleanup ✔ QuickBooks Online setup ✔ Chart of accounts setup ✔ Historical cleanup ✔ Catch-up bookkeeping ✔ Fix miscategorized transactions Payroll & Compliance ✔ Payroll journal entries ✔ 1099 preparation ✔ Sales tax tracking ✔ Payroll reconciliation Financial Reporting ✔ Profit & Loss ✔ Balance Sheet ✔ Cash Flow Reports ✔ Month-End & Year-End Closing ✔ CPA-Ready Financials Software & Tools ✔ QuickBooks Online & Desktop ✔ Xero & Wave ✔ Buildium ✔ Zoho Bookkeeping ✔ Gusto, ADP ✔ Bill com, Dext, Hubdoc, Melio ✔ Excel & Google Sheets ✔ Stripe, PayPal, Square ✔ Shopify, Amazon, A2X Industries I Serve ✔ Real Estate & Property Management ✔ E-commerce & Amazon ✔ Construction & Contractors ✔ Marketing Agencies ✔ Healthcare & Medical ✔ Legal Firms ✔ Consultants & Coaches ✔ SaaS & Tech Startups Why Clients Hire Me ⭐ Top-Rated Plus on Upwork ⭐ $200K+ Total Earnings ⭐ 234+ Jobs Completed ⭐ 38,295+ Hours Worked ⭐ Certified QuickBooks ProAdvisor ⭐ Reliable & Deadline-Oriented ⭐ Long-Term Client Relationships I help businesses stay organized, save time, and make better financial decisions. 📩 Send me a message — Let’s discuss your bookkeeping needs today!

  • Microsoft Excel
  • Invoicing
  • Payroll Accounting
  • Intuit QuickBooks
  • Financial Reporting
  • Xero
  • Buildium
  • Bookkeeping
  • Accounts Payable Management
  • Accounting Software
  • Customer Service
  • Project Management
Santhosh M.

Gampaha, Sri Lanka

$5/hr
5.0
1 jobs

"Empowering Your Finances, Elevating Your Business" Hello! I'm Santhosh Milton, a fully qualified Chartered Accountant, holding FCA and FCPA designations, as well as certifications from ACCA. With more than 7 years of hands-on experience in the accounting field—including a prominent role as a Senior Accountant at Ernst & Young—I bring deep knowledge in auditing, bookkeeping, BPO services, and financial reporting. Over the years, I’ve had the privilege of supporting over clients across diverse industries, including construction, retail, e-commerce, and property development. I have prepared and submitted over 150 individual tax returns and managed full-cycle accounting for businesses, partnerships, and trusts. My work in offshore BPO operations has enabled me to serve clients in Australia, the UK, the USA, and the UAE—using platforms such as Xero, MYOB, QuickBooks, Wave, and Tally with ease. Core Expertise I specialize in accounting and bookkeeping for real estate businesses, delivering customized support services to keep your finances accurate and current. As a certified expert in Xero and QuickBooks Online, I’m adept at setting up financial systems and maintaining seamless workflows for long-term success. What Sets Me Apart Extensive BPO Experience: I bring nearly a decade of specialized experience working with international clients and understand their unique financial needs. Driven & Dependable: I’m proactive, quick to adapt, and committed to solving problems before they escalate. Results-Focused: I aim for accuracy and timeliness in every task, always delivering high-quality outputs that support strategic decision-making. My Services Include: -Complete Bookkeeping & Bank Reconciliations -Payroll Processing & IAS Lodgment -Bookkeeping for Real Estate & Online Retailers -GST Reporting & BAS Preparation -VAT Filing & Invoice Management -Accounts Payable/Receivable Oversight -Month-End Closings & Journal Entries -Management of E-Commerce Financial Systems -PAYG & End-of-Year Group Certificates -General Ledger & Balance Sheet Reviews -Monthly Financial Reports & Business Insights -Tax Return Preparation for Individuals Let’s Work Together! If you’re looking for a seasoned accounting professional who’s dedicated to delivering efficiency and financial clarity, I’d love to connect. Let’s discuss how I can support your business goals through precise and reliable financial management. Warm regards, Santhosh Milton

  • Bookkeeping
  • Financial Planning
  • Tax Return
  • Accounts Payable
  • QuickBooks Online
  • Xero
  • Taxation
Drashti S.

Brampton, Canada

$15/hr
4.6
176 jobs

I am a Chartered Accountant (CA, ICAI) with 10+ years of experience providing professional bookkeeping, payroll, and tax services to businesses and accounting firms across the United States, United Kingdom, Australia, and Canada. I help clients streamline their accounting operations, maintain accurate and audit-ready financials, and stay fully compliant with local tax regulations through a secure and reliable offshore delivery model. As the CEO of Accounting Farm, I partner with startups, small to mid-sized businesses, and accounting firms to deliver scalable, process-driven accounting support with a strong focus on quality, confidentiality, and timely delivery. Accounting Software Expertise QuickBooks Online | Xero | Zoho Books | MYOB | Wave Accounting | NetSuite Hubdoc | Saasu | Reckon | Jobber Paychex | ADP | TurboTax | TaxPrep | Class Super | SimpleFund360 Core Services (US, UK, AU & Canada) • Bookkeeping for Small Businesses & Accounting Firms • Accounts Payable & Accounts Receivable (AP/AR) • Bank & Credit Card Reconciliations • Payroll Processing & Compliance • Financial Analysis & Management Reporting • Accounting Software Setup, Cleanup & Migration • Foreign Tax Credit (FTC) Support United Kingdom • Bookkeeping & Management Accounts • VAT Returns & Compliance • Payroll Processing • CIS (Construction Industry Scheme) Support Australia • BAS Preparation & Lodgement • GST Compliance • PAYG Withholding & Instalments • Fringe Benefits Tax (FBT) • SMSF Accounting & Compliance • Income Tax Law Compliance Canada • GST/HST Filing & Compliance United States • Federal Tax Returns (Forms 1040, 1041, 990, 1065, 1120, 1120-S, 706, 1099) • Sales & Use Tax Returns Why Clients Choose Me • 10+ years of international accounting experience • Proven offshore delivery model for global clients • Strong quality control and review processes • Experience working across EST, GMT & AEST time zones • Clear communication and dependable turnaround times If you’re looking for a reliable accounting partner to support your business or firm across US, UK, Australia, or Canada, feel free to message me. I’d be happy to review your requirements and suggest the best next steps.

  • Intuit QuickBooks
  • Financial Report
  • Zoho Books
  • Tax Preparation
  • Microsoft Excel
  • Payroll Accounting
  • Bookkeeping
  • Accounts Receivable Management
  • Accounts Payable Management
  • MYOB Administration
  • Xero
  • Australian Taxation

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What does a Xerox DocuShare specialist do?

A Xerox DocuShare specialist configures and manages the enterprise content management site to control how organizations store, route, and secure digital documents. This role focuses on administering access permissions, building automated content rules, and designing document routing workflows that match specific business approval processes. The specialist ensures the platform operates correctly by managing user accounts, configuring server interactions, and integrating external systems through application programming interfaces.

  • Administer object access lists by assigning precise user and group permissions that control read, write, and manage actions for specific documents and folders. This involves defining permission types such as Reader, Writer, or Manager to restrict or grant appropriate levels of interaction with sensitive content across the site.
  • Create and manage document routing slips that define single or multi-step sequential processes for review, approval, comment, or acknowledgment. These routing tasks automate the movement of files between stakeholders, ensuring that every document follows the required path before finalization or archival.
  • Configure and maintain content rules at the site or object level to trigger automatic actions when specified changes occur within the repository. The specialist views, edits, copies, or deletes these rules to enforce consistent metadata standards, file naming conventions, or retention policies without manual intervention.
  • Manage user and group registrations to enable secure site content access while maintaining an organized directory of authorized personnel. This includes handling account setup, modifying access rights as team structures change, and ensuring that only verified individuals can interact with protected information.
  • Support integrations and automation efforts by developing against the DocuShare Developer Network APIs or the Flex REST API. This work connects the content management system with other business tools, allowing for seamless data exchange and extended functionality beyond the standard web interface.

How to hire a Xerox DocuShare specialist on Upwork

Step 1: Post a job

Define your content management needs clearly to attract qualified administrators. Use the Job Post Generator powered by Uma™, Upwork's Mindful AI to draft a precise description in seconds. Describe your requirements in a few sentences and Uma creates a tailored post for this role. You can write a new post, update a saved draft, or reuse an existing post.

  • Specify tasks such as configuring user access lists and assigning read or write permissions for specific document groups.
  • List required experience with creating routing slips that manage multi-step approval and review workflows.
  • Detail any need for API integration work using the DocuShare Developer Network to automate site actions.

Step 2: Evaluate candidates

Look for proven experience managing enterprise content systems and automating document rules. Uma runs instant video interviews and builds shortlists with side-by-side comparisons to speed up your review process.

  • Check portfolios for examples of configured content rules that trigger automatic actions based on object changes.
  • Verify past work setting up WebDAV access or integrating third-party tools with the DocuShare Flex REST API.
  • Review case studies showing how the freelancer managed user registrations and group account access securely.

Step 3: Interview your top choices

Discuss technical approaches to permission structures and workflow automation. Schedule and conduct interviews within Upwork Messages to receive an immediate transcript and summary after each session.

  • Ask how they handle complex permission types like Manager versus Write Content for sensitive documents.
  • Request examples of routing tasks they built to streamline acknowledgment or comment collection steps.
  • Discuss their method for troubleshooting web server interactions during DocuShare deployment or updates.

Step 4: Agree on scope and begin work

Set clear milestones for configuration tasks and integration deliverables. Use Upwork Messages and the contract workroom for communication and project management while relying on identity verification, payment protection, hourly tracking, and project funds for security.

  • Define deliverables such as completed access list configurations and tested routing slip workflows.
  • Establish milestones for deploying content rules and verifying their execution across selected site objects.
  • Agree on specific API endpoints to integrate and test before finalizing the contract terms.

Upwork is not affiliated with and does not sponsor or endorse any of the tools or services discussed in this article. These tools and services are provided only as potential options, and each reader and company should take the time needed to adequately analyze and determine the tools or services that would best fit their specific needs and situation.

The rates and information provided in this article are based on current data and industry sources available at the time of publication. Freelance rates can vary depending on factors such as experience, location, project scope, and market conditions. Readers are encouraged to conduct their own research to confirm current rates and trends, as this information may change over time.

How much does hiring a Xerox DocuShare specialist cost?

$500-$1,500 per project is a typical range for focused Xerox DocuShare specialist work. Final pricing depends on scope, technical complexity, required integrations, source-material quality, revision needs, and the freelancer's experience level.

User access configuration

$500-$1,200/project

Entry-level to mid-level
  • Configured user and group permissions for site objects
  • Registered users and assigned read/write/manage rights
  • Verified access controls and permission assignments

Document routing setup

$1,200-$2,500/project

Mid-level
  • Created sequential review and approval workflows
  • Defined recipient steps for comments and acknowledgments
  • Validated multi-step routing logic and notifications

Content rules automation

$2,500-$4,500/project

Mid-level to senior-level
  • Built site-level actions triggered by object changes
  • Mapped conditions to automated content management tasks
  • Documented rule logic and maintenance procedures

API integration development

$4,500-$8,000/project

Senior-level
  • Developed custom integrations using DocuShare Flex APIs
  • Built bridges between DocuShare and external systems
  • Compiled technical specifications and endpoint references

Full site administration

$8,000-$15,000/project

Expert-level
  • Configured web server interaction and deployment prerequisites
  • Designed comprehensive content management structure
  • Authored complete operational and troubleshooting guides

Frequently asked questions

Is hiring a Xerox DocuShare specialist worth it?

For most businesses, yes: hiring a Xerox DocuShare specialist is worthwhile. This expert configures complex access permissions and content rules that standard users cannot manage safely. They build automated routing slips to move documents through approval steps without manual tracking.

How do I evaluate Xerox DocuShare specialist candidates?

Review how candidates configure object access lists and define permission types like Reader or Manager. Ask for examples of content rules they built to trigger actions when specific document changes occur.

What tasks does a Xerox DocuShare specialist handle?

A Xerox DocuShare specialist administers user groups and assigns read or write permissions to secure site objects. They also create routing slips for document reviews and configure APIs for system integrations.

Can a Xerox DocuShare specialist integrate with other systems?

Yes, specialists use the DocuShare Developer Network APIs to connect the platform with external tools. They write code against the Flex REST API to automate data exchange and custom workflows.