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:
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. We recommend changing the prefix of this email to something easier to remember, like the company name associated with the account.
Moving forward, you can send documents to this email address and they will upload to your Hubdoc account for processing.
Connect to Hubdoc integrations
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:
Review the Helpdesk articles below to learn how to connect to Xero, QuickBooks Online, Bill.com, and cloud storage platforms: