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How to provide your financial documents

There are several ways for you to securely share your documents.  Please do not email your documents as that is not secure.

Option 1- Grant “view-only” online access to your bank 
Each bank handles online access differently and not all offer accountant or guest logins so please contact your bank for additional information.

Option 2- Give bookkeeper access to your Hubdoc account
From your Hubdoc account: Click ‘Accounts’ in the top right corner, click on the ‘Profile’ tab, under the ‘Invite users to access your Hubdoc account’ heading, enter [email protected].

If you configured automatic bank connections in Hubdoc, I will be able to access the statements automatically.  Otherwise, you will need to upload your information every month via their website, by e-mail to your Hubdoc address or through their mobile app.

For more detailed instructions, click here.

Option 3- Upload files through the client portal
You can submit your bank statements and other documents in PDF format through the file upload portal here.  Click here and bookmark the page for future reference.  Or just click the “Client Portal” button at the bottom of every page on this website.

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