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.

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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

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

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

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!

Search our Helpdesk or contact Support for extra help.

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