1. Login to your Hubdoc account.
2. Navigate to My Hubdoc Partner Portal.
3. Hit the 'Add a Client Account' button.
4. Enter in your Client's email address, name and company name and they will be sent an email that invites them to create a Hubdoc account. 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.