Invite A Collaborator

If your accountant or bookkeeper is paying for your account, skip this step.

It is simple to invite your accountant or bookkeeper to access your Hubdoc account. Just follow these instructions. 

1. Login to your Hubdoc account 

2. Click "Accounts"

3. Navigate to the "Profile" tab

4. Under "Invite Users...," enter the email address of the person with whom you want to share your Hubdoc account. 

Presto. If there is an existing Hubdoc account under that email address, the user will have access to your account the next time they log in to Hubdoc. If the email address is new to Hubdoc, an email will be sent to the email address inviting the user to create a Hubdoc account. Once they have completed the process, that email address and Hubdoc user will have access to your account. The collaborator function is not designed to provide multiple logins to the same account.

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