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Workflow Templates

New Client Onboarding in Hubdoc Template

Download your free New Client Onboarding in Hubdoc template to personalize and use in your bookkeeping or accounting firm.

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Download New Client Onboarding in Hubdoc Template

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Systems SetupHubdoc

Created by Hubdoc

A preview of the template showing sections of tasks to be completed. Some are already checked offNew client onboarding (by Xero - Hubdoc)Ready to Start3 AutomatorsSetup & connect the client instance of Hubdoc for the client — https://app.hubdoc.com/loginCompletedYDetermine the optimal set-up for your client's accountsCompletedFCreate the client accountCompletedEGrant access to your teamCompletedRSet up the client's unique intake emailCompletedDConnect the client's general ledgerReady To StartDue TodayNAdd your client's automated connectionsReady To StartDue TodayGPrep

About this template

This template is the best practice process for onboarding a new client into Hubdoc.

It guides you through:

  • Determining the optimal setup settings for each client
  • Creating their account
  • Setting up automated connections
  • Training your client on using Hubdoc
  • Following up with your clients to reinforce Hubdoc usage

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How to use this template

Add this template to Karbon

Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling
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Alternatively, you can

Download New Client Onboarding in Hubdoc Template

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Karbon Practice Management

A preview of the template showing sections of tasks to be completed. Some are already checked offNew client onboarding (by Xero - Hubdoc)Ready to Start3 AutomatorsSetup & connect the client instance of Hubdoc for the client — https://app.hubdoc.com/loginCompletedLDetermine the optimal set-up for your client's accountsCompletedNCreate the client accountCompletedJGrant access to your teamCompletedFSet up the client's unique intake emailCompletedWConnect the client's general ledgerReady To StartDue TodayQAdd your client's automated connectionsReady To StartDue TodayPPrep

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How to customize a template

You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.

Common customizations:

  • Reorder or nest tasks
  • Add or remove tasks
  • Edit the client task email
  • Use or modify Tasklist automators

Read the support article to learn more.

About Hubdoc

With Hubdoc, you can automatically import all yourfinancial documents & export them into data you can use.

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A work template dashboard in Karbon displaying a client onboarding checklist.