Partner guide to using Hubdoc

Check out the resources below for tips and materials to help you get your clients up and running on Hubdoc.

Before you begin

Before you start bringing clients on to Hubdoc, you’ll need to have:

How to bring clients on to Hubdoc

This four-part guide is for you if you’re ready to start bringing clients on to Hubdoc.

Choosing clients to add

Which clients should you add to Hubdoc first? Learn how to create your first Hubdoc cohort.

Read more

Communicating the value

How should you introduce Hubdoc to your clients and what benefits should you share? 

Read more

Setting expectations

What do your clients need to know before they start submitting documents to Hubdoc?

Read more

Onboarding clients

Here’s what you need to know before, during, and after your client onboarding session.

Read more

Our clients are able to view their data online with us in real time. It’s all in black and white. That accountability and transparency do wonders for the client relationship and building trust.

– Tate Henshaw, Polay + Clark

Read case study
Case study

We’re here to help

If you’re looking for more information, check out the Hubdoc helpdesk.
Or get in touch with the support team for assistance – the email address is support@hubdoc.com

North America

800-577-2842
Monday–Friday, 9:00am– 6:00pm EST

support@hubdoc.com
Monday–Friday, 9:00am - 9:00pm EST
Saturday–Sunday, 9:00am-7:00pm EST