I'm an Accountant/Bookkeeper
Start using Hubdoc with clients
Firm Setup
Adding New Clients
- Set Up a Client Organization on the Client's Behalf
- Client Pre-Set Up Checklist
- Adding & Inviting New Clients to Hubdoc
- Creating an Outlook Email Alias
- Pay for an Existing Hubdoc Account
- Creating a Gmail Email Alias
Setting Up Client Accounts
Onboard your Clients
Working with Client Documents
- Extract bank statement data in Hubdoc (USA and Canada)
- Why is My Document Tagged as “Not-a-Document”?
- How to Enable GST/VAT Tax Extraction
- Document Audit Trail
- How Documents Are Organized
- How does auto-file work?
Managing Client Accounts
- September 2019 - Fake Hubdoc Email Alert
- Why do I keep getting security questions?
- Edit the Hubdoc Organization Settings
- Change the Company Name
- Organizations Page
- Toggle Between Hubdoc Accounts
Supercharge your Practice
Plans, Pricing and Billing
- Hubdoc Business Support Promotion Terms & Conditions – USA
- Hubdoc Business Support Promotion Terms & Conditions – CANADA
- Complimentary Tax Season Promotion Terms and Conditions
- United Kingdom Partner Promotion Terms and Conditions
- Canada Partner Promotion Terms and Conditions
- United States Partner Promotion Terms and Conditions