New Client Onboarding in Hubdoc

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

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

Created by

Hubdoc

Categories

Systems Setup Hubdoc

Support

How to customize & use a template in Karbon

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Download the Template

Download your New Client Onboarding in Hubdoc template now.

.XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

Time and Budget Estimates
Task Automation
Client Task Automation
Client Work Scheduling

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Streamline client onboarding with these internal tasks, client requirements, and client email templates.