Set up Hubdoc for your practice

Overview

• Create the free Hubdoc organisation offered for your practice.
• Set up your partner organisation settings. 

About Hubdoc

Hubdoc is a digital filing cabinet designed to help practices simplify document workflow, by capturing and organising client bills and receipts. 

Accountants and bookkeepers are offered a free Hubdoc partner organisation to test the product and features.

The person in your practice who sets up your partner organisation will be the only user who can:

• Add client Hubdoc organisations to your practice
• Manage staff member permissions for your Hubdoc clients

Create your free Hubdoc partner organisation 

WARNNG | If your practice uses Xero, you need to set up your Hubdoc partner organisation via your Xero practice (Xero Central website).  

To create your partner organisation if your practice uses another accounting platform:

1. Go to the Hubdoc sign up page (Hubdoc website).
2. Enter your details in the required fields.
3. Under I work for a bookkeeping or accounting firm, select Yes.
4. Select I’m not a robot. If you’re prompted, complete the task, then click Verify.
5. Read and agree to the Hubdoc Terms of Use, Privacy Policy & Ownership Terms.
6. Click Get Started.
7. In the Tell us a little about your practice dialog box, select how many clients your practice completes monthly bookkeeping for and the accounting software platform your practice primarily uses, then click Create Account.
8. In your email inbox, find and open the Please Confirm Your Hubdoc Account email from Hubdoc, then click the link to activate your account. You’ll be redirected to a new page.
9. Click Login. 
10. Enter the Hubdoc login details you created, then click Sign In Securely.

Your Hubdoc partner organisation is ready to use. 

Set up your organisation settings

Before you start using Hubdoc, make sure you set up the details for your partner organisation. 

• If your practice uses QuickBooks Online, connect your Hubdoc partner organisation to your QuickBooks Online practice.  
• Before you start emailing documents into Hubdoc, edit the organisation's unique email address so it’s easy to remember and share with other users.
• Turn data extraction on if you want Hubdoc to automatically extract key data from documents.
• Connect your suppliers with Hubdoc to automatically import documents.
• Set up folders and tags if there’s a specific way you want to organise your practice’s documents in Hubdoc.
• Invite staff to your practice to give them access to your practice’s Hubdoc clients.

What's next?

Now your partner organisation is set up, you can create Hubdoc organisations for your clients.