Client Pre-Set Up Checklist

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You’ve now set up your firm account and are ready to add clients. Congrats!

Before creating the account, make sure you go through this check-list to determine the optimal account set up for you and your clients. 

Who's Paying For The Account?

□ The Firm
Accountants and bookkeepers who pay for their clients' accounts will initiate the account creation process from the Organizations Page, also known as the Partner Portal. Clients will then receive an email inviting them to create their Hubdoc account.

The benefits of paying for your client's accounts:

  • One monthly invoice from Hubdoc - no need to keep track of multiple client subscription dates
  • One fee from you - no need for your client to receive multiple invoices for your services
  • Volume-based wholesale pricing (CAD, USD, AUD)

How to: Add a New Client On Hubdoc

□ The Client
Businesses who pay for their own accounts will create their accounts on Hubdoc.com and enter their own billing information to complete the process. Clients can then add your firm as collaborator(s). 

How to: Pay For Your Own Hubdoc Account
How to: Invite a Collaborator

Who's Managing The Account?

□ The Firm - Fully managed
Fully managed accounts are good for situations where:

  • The client has provided you with their banking credentials; and/or
  • The client does not want to receive any email notifications (such as when a bill is due or when an account needs to be updated); and/or
  • The client will only be uploading receipts with the mobile app; and/or
  • The client does not know they have a Hubdoc account

If you'd like to create a fully managed account, you can assign them an email at your firm such as "clientname@yourfirm.com" OR use an email alias. Once you have created their account, you can provide them with the login information.

How to: Create a Gmail Alias | Create an Outlook Alias

□ The Client - Self-managed
Self-managed accounts are good for situations where:

  • The client does not want to share their banking credentials; and/or
  • The client would like to receive email notifications

In this scenario, simply use your client's preferred email address to create the Hubdoc account. 

What Banks and Vendors Will My Client Need? 

□ Automated Connections
Hubdoc has over 700 live connections with banks, utilities, telecom providers, and more. Review this list of Hubdoc's Live Connections to determine which ones can be added to your client's account. Enhanced connections will fetch in cheque images and deposit slips in addition to statements. 

□ Other banks and vendors
If your client's bank or vendor is not one of our live connections, you can submit your request for new connections by filling out this form or submitting your request to support@hubdoc.com.

What Information Do I Need for Onboarding?

Once the account has been set-up and you're ready to get your client's Hubdoc account going, make sure you are ready for your onboarding meeting:

□ Hubdoc Login Email

This is the email you used to add/create their account. If you used an email alias, you can share this with them. This will allow them to log in to the web and mobile apps. 

□ Password

When your client received their invitation to join Hubdoc, they would have created their own password. However, if you used an email alias, you may have created a placeholder password for them. Have this ready to share with them, and you can recommend updating this to something more secure during your onboarding meeting. 

□ Security

Many banks and online connections now require users to set up personal verification questions (PVQs) and/or two-factor authentication (2FA). If this has been enabled on your client's account, they will be prompted in Hubdoc as well. Ask your client during onboarding whether they have enabled any of these features. If so, set their expectations:

  • Personal Verification Questions: Banks and online vendors typically ask users to set 3-5 PVQs for security. These will get prompted in Hubdoc, similar to how they would when logging in directly. Once a PVQ has been answered, Hubdoc securely saves these answers so that the same question will not need to be answered again. PVQs may appear more frequently during initial account set up, but once all PVQs have been answered, they will not appear again unless they are updated through the bank. 
  • 2FA: Banks and online vendors may also have two-factor authentication which requires a one-time code be entered into the system. Since these are one-time codes, Hubdoc is not able to save these. These may appear more frequently depending on how the bank has set up their security systems. In this case, let your client know you may occasionally need their help with connecting to their account successfully. 

 

 

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