Hubdoc Getting Started Guide for Partners
Follow our resources below to start using Hubdoc at your accounting or bookkeeping practice!
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Read NowOverview: 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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Read NowComplete Hubdoc training courses
Learn how to use Hubdoc with Xero, QuickBooks Online, and Bill.com.
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Read NowManaging your Hubdoc account settings
Learn how to update your profile information, change your Hubdoc email, set up two-factor authentication, and more.
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Read NowAutomatically 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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Read NowUpload paper and digital documents
Learn how to upload documents to Hubdoc from your mobile device, desktop, email, or scanner.
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Read NowSync 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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Read NowAdd 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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Read NowAdd staff to your Hubdoc practice
Learn how to add staff members to your firm and grant access to client accounts.
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Read NowAdd clients to your Hubdoc Partner account
Learn how to add your clients to your firm’s Hubdoc account here.
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Read NowReady 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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Read NowQuestions? We’re here to help!
Search our Helpdesk or contact Support for extra help.
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