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
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