Partner Guide – Overview

Hubdoc for Accounting and Bookkeeping Firms

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

This guide provides suggested next steps if you have already:   

As a result, you are:

  • Ready to start bringing clients on to Hubdoc
  • Looking for tips/best practices to better communicate the value of Hubdoc to your clients
  • In need of resources to help your clients get started on Hubdoc

We’re here to help! In this resource stream, you’ll find a number of tips and materials to assist your clients as they get ramped up on Hubdoc. Click on any of the resources below to get started!

Note: If you’re looking for a particular piece of information that you can’t find in this guide, don’t hesitate to reach out to Hubdoc Support for assistance!


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Choosing Your First Clients to Add to Hubdoc
Choosing Your First Clients to Add to Hubdoc

Which clients should you add to Hubdoc first? Click here to learn how to create your first Hubdoc cohort!