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Add A New Client On Hubdoc

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 support@hubdoc.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.

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Comments

  • Avatar
    Meredith Smith

    What if I am paying for my client's HubDoc account and I don't want them to have access to it?

  • Avatar
    Zophia

    Hi Meredith,

    Apologies for the late reply. If you would like to create and pay for an account that you use exclusively, without giving your client permissions, we generally recommend you use an email alias to set it up. To do so, follow the instructions in the following article.

    https://hubdoc.zendesk.com/hc/en-us/articles/207856426

    I hope this helps! If you have any further questions, feel free to contact us at support@hubdoc.com or give us a call at 800-577-2842

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