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