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New Client Onboarding in Hubdoc


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

A preview of the 'New Client Onboarding in Hubdoc' templateNew Client Onboarding in HubdocReady to Start3 AutomatorsSetup & connect the client instance of Hubdoc for the client — the optimal set-up for your client's accountsCompletedCreate the client accountCompletedGrant access to your teamCompletedSet up the client's unique intake emailCompletedConnect the client's general ledgerReady To StartDue TodayAdd your client's automated connectionsReady To StartDue TodayPrep

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