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 account into practice

    Overview: Put your free Partner account into practice

    Welcome to Hubdoc! Start here for an overview of how to get the most out of your free Hubdoc Partner account.

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  • Complete Hubdoc training courses

    Complete Hubdoc training courses

    Learn how to use Hubdoc with Xero, QuickBooks Online, and Bill.com.

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  • Set up your Hubdoc account

    Set up your Hubdoc account

    Learn how to update your profile information, change your Hubdoc email, set up two-factor authentication, and more.

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  • Automatically fetch documents from banks and online suppliers

    Automatically fetch documents from banks and online suppliers

    Learn how to automatically retrieve historical and recurring financial documents from hundreds of banks and online suppliers.

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  • Upload paper and digital documents

    Upload paper and digital documents

    Learn how to upload documents to Hubdoc from your mobile device, desktop, email, or scanner.

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  • Sync your documents and data to connected integrations

    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.

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  • Add collaborators to your Hubdoc account

    Add collaborators to your Hubdoc account

    Hubdoc allows multiple users to access one account – learn how to invite others to your account here.

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  • Add staff to your Hubdoc practice

    Add staff to your Hubdoc practice

    Learn how to add staff members to your firm and grant access to client accounts.

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  • Add clients to your Hubdoc Partner account

    Add clients to your Hubdoc Partner account

    Learn how to add your clients to your firm’s Hubdoc account here.

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  • Ready to start adding clients? Explore our Partner Guide

    Ready to start adding clients? Explore our Partner Guide

    Our Partner guide provides helpful tips and resources for accountants and bookkeepers who are ready to start bringing clients on to Hubdoc – learn more here!

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  • Questions? We’re here to help!

    Questions? We’re here to help!

    Search our Helpdesk or contact Support for extra help.

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