After reading the Client Pre-Set Up Checklist and determining the desired set up for your client's account, you're now ready to create the account.
Note: If you will be using your client's email address for the Hubdoc account, it is recommended that you let your clients know ahead of time that they will be receiving an invitation to create their Hubdoc account. This email will be sent automatically and can only be sent once. If your client accidentally deletes their invitation or is unable to find it, please reach out to email@example.com for assistance.
1. Log in to your Hubdoc account.
2. Navigate to the 'Organizations' page.
3. Hit the 'Add a Client Account' button. If you are adding a client for the first time, you will be asked to first input your Billing Information. Once your credit card details have been saved, you will not need to enter it again.
4. Enter in the email address you'd like to use for your client's Hubdoc account. This email will immediately receive an invitation to create their Hubdoc account. It is also recommended that you input their name and company name. By default, you will have access to your client's account.
If your client has an existing Hubdoc account associated with their email, they can add you as a collaborator to give you access.