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

    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.

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  • Set up your Hubdoc organization

    Set up your Hubdoc organization

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

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  • Upload digital and paper documents

    Upload digital and paper 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 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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  • 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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