When you’re first setting up your Hubdoc account we recommend that you add two-factor authentication to your account, customize the email you use to send documents to Hubdoc, and connect to all integrations relevant to your workflow.
Set up two-factor authentication
Two-factor authentication (2FA) provides an extra layer of security for your or your clients' Hubdoc accounts. Two-factor authentication is a combination of your username, password, and an authentication code sent to your mobile device.
To set up two-factor authentication, follow the steps below:
2. From your My Hubdoc portal (the first screen you see when you log in, titled 'Organizations'), click the dropdown menu in the top right corner (labelled with your name or company name), and then click Profile.
3. From the Profile & Security tab within your Hubdoc organization, scroll down and select Set-Up Two-Factor Authentication.
Note: For 'Upload Only' and 'Standard', selecting Profile will direct to the account holder's profile settings. Select Password & Security to set up two-factory authentication.
Read our Helpdesk article for detailed instructions on how to set up 2FA for your Hubdoc account.
Please note: Enabling 2FA on your Hubdoc account does not enable it on the accounts of your collaborators and clients – 2FA must be set up by each account owner. We recommend that you encourage your staff members and clients to enable 2FA on their accounts to maximize security.
Customize your Hubdoc email
Each Hubdoc organization has a unique, customizable email that is used to send documents into Hubdoc that ends in @app.hubdoc.com. Before you start emailing documents into Hubdoc, change the email address assigned to your organization to one that's specific and unique to your business. To make sure that emailed documents are uploaded to the correct Hubdoc organization, we add four unique characters when you change the email address.
Connect to Hubdoc integrations
Hubdoc has accounting integrations with Xero and Quickbooks Online, Bill.com for payment processing, and cloud storage platforms Google Drive, SmartVault, Dropbox, ShareFile, and Box.
Connecting your Hubdoc organization to the appropriate integrations allows you to sync your documents and their data to the right place in your accounting workflow. We recommend completing this process during initial account set up to prepare for a smooth workflow when you begin working with documents.
To add your preferred integration, follow the steps below:
2. Click the gear icon to open the organization's settings.
3. Select Integrations.
4. Click Connect next to your preferred platform to add the integration to your Hubdoc organization.
Review the articles below to learn how to connect to Xero, QuickBooks Online, Bill.com, and cloud storage platforms:
