Ready to start adding clients? Explore our Partner Guide

As a Hubdoc Partner, we want to provide you with the materials you need to help your small business clients be successful using Hubdoc.

Our Partner Guide provides helpful resources for accountants and bookkeepers who are ready to start bringing clients on to Hubdoc and are looking for tips and best practices.

The Partner Guide provides information and resources on:

  • Choosing your first clients to add to Hubdoc
  • Communicating the value of Hubdoc to your clients
  • Setting expectations about how your clients will be using Hubdoc
  • Onboarding your clients to Hubdoc 

Explore our Partner Guide to learn more!


What’s next? We're here to help! Search our Helpdesk or contact our support team.

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.

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