HubDoc - Align subscription to Xero subscriber
If a client switches to another accountant the transfer of the Xero subscription is straightforward. However the transfer of the HubDoc subscription is inordinately complicated. Can this be integrated so we are given the option to transfer the HubDoc subscription at the same time?
Related to this I have had multiple instances of clients ending up with two HubDoc subscriptions when we create one and they create one. Or a staff member creates one and then no one else in the practice has access. Is it feasible for only the Xero subscriber to be able to create a HubDoc subscription or at least get automatic access?
Jean Sutherland
shared this idea
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Samantha Dredge
commented
I totally agree with this as in the last six months i have had such hassell with new clients transfering subscription to us from previous accountant or bookkeeper. I am normally letting the previous subscriber know how to make the transfer & now added into our professional that hubdoc to be transferred & to contact us if not sure how to do this before transfer main Xero subscription.
Causes a lot of headaches & clients wonder if we know what we are doing!!!