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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 templateNew client onboarding (by Xero - Hubdoc)Ready to Start3 AutomatorsSetup & connect the client instance of Hubdoc for the client — https://app.hubdoc.com/loginCompletedMDetermine the optimal set-up for your client's accountsCompletedFCreate the client accountCompletedIGrant access to your teamCompletedPSet up the client's unique intake emailCompletedWConnect the client's general ledgerReady To StartDue TodayTAdd your client's automated connectionsReady To StartDue TodayHPrep

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

.

Karbon Practice Management

A preview of the templateNew client onboarding (by Xero - Hubdoc)Ready to Start3 AutomatorsSetup & connect the client instance of Hubdoc for the client — https://app.hubdoc.com/loginCompletedNDetermine the optimal set-up for your client's accountsCompletedMCreate the client accountCompletedTGrant access to your teamCompletedZSet up the client's unique intake emailCompletedBConnect the client's general ledgerReady To StartDue TodayPAdd your client's automated connectionsReady To StartDue TodayUPrep

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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.