Overview: Put your free Partner account into practice

Welcome to Hubdoc, a data capture solution that helps the world’s leading accountants and bookkeepers save time, scale their practice, and build deeper relationships with the small businesses they serve.

Watch the video below for a quick overview of how to use Hubdoc at your practice:

Did you know that accountants and bookkeepers are eligible for a free Hubdoc Partner account for life? To get the most out of your Hubdoc Partner account (even before you begin adding clients!), we recommend trying it out for free at your own practice. 

As with any tool, implementing Hubdoc in your own workflows and integrating it into your technology stack will help you understand and apply its value – see below for a few benefits:

Become a Hubdoc pro: One of the best ways to learn something new is by doing! Use Hubdoc on your own books to learn how to use the app inside and out.

Develop standardized processes: By integrating Hubdoc into your own workflows, you’ll gain firsthand experience that will help you standardize your document collection and bank reconciliation workflows, which will make it easier to onboard your first client.

Automate your firm’s bookkeeping: Your Hubdoc Partner account gives you access to all of Hubdoc’s document automation features for free! Use Hubdoc to save time and improve how you manage your firm’s accounts payable workflow.

This guide provides you with step-by-step instructions for how to start using Hubdoc at your practice. By trying out Hubdoc’s features on your own books, you’ll be able to better explain feature functionality and communicate value to your clients.

When you’ve mastered the basics, move on to our Partner Guide for tips and materials to introduce Hubdoc to your clients.


What’s next? Learn how to use Hubdoc with Xero, QuickBooks Online, and Bill.com by completing our online training courses!

About the Author

Paige Sopik

Paige is an Education Specialist at Hubdoc. She draws on her experience on Hubdoc's support and marketing teams to provide users with top-notch digital educational resources. Paige takes her knack for teaching to the yoga studio and chases any opportunity to learn something new.

Follow on Twitter More Content by Paige Sopik

No Previous Articles

Next Article
Complete Hubdoc training courses
Complete Hubdoc training courses

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