Hubdoc Getting Started Guide for Partners
Follow our resources below to start using Hubdoc at your accounting or bookkeeping practice!
Overview: Put your free Partner organization into practice
Welcome to Hubdoc! Start here for an overview of how to get the most out of your free Hubdoc Partner account.
Set up your Hubdoc organization
Learn how to update your profile information, change your Hubdoc email, set up two-factor authentication, and more.
Upload digital and paper documents
Learn how to upload documents to Hubdoc from your mobile device, desktop, email, or scanner.
Sync your documents and data to connected integrations
Hubdoc connects to Xero, QuickBooks Online, Bill.com, and cloud storage platforms. Click here to learn how each integration works.
Add staff to your Hubdoc practice
Learn how to add staff members to your firm and grant access to client accounts.
Questions? We’re here to help!
Search our Helpdesk or contact Support for extra help.