Telling clients about Hubdoc - email templates

These email templates will help you introduce Hubdoc to your clients and get them set up. Just copy the text from this page and paste it into your own email. If you need any help, check out Xero Central for support articles or to get in touch.

Introducing Hubdoc to your clients

Send this email to your clients getting started with Hubdoc. Modify it to suit your timeline and tone of voice. 

Subject line: I’d like to introduce Hubdoc

Text:

Hi [INSERT CLIENT NAME],

I’ve got some exciting news to share, Hubdoc is included in your Xero plan. We’ve started using Hubdoc at [INSERT FIRM NAME] to make bill and receipt collection much easier for both of us.

With Hubdoc you can easily get your bills and receipts into Xero by uploading them via your mobile, email or a scanner. Hubdoc then extracts the key information and publishes the document and the data straight to Xero. Matching them to the Xero bank feed is easy and we get an accurate and up to date view on your financials.

With Hubdoc, it’s faster and easier to:

  • forward us your digital bills, or scan them in
  • submit paper receipts (via Hubdoc's easy-to-use mobile app)
  • manage your paperwork online

[Add this for clients you've already set up]
We’ve already set up your Hubdoc organization for you and would like to get you started.

Can we meet so I can tell you more and show you how it works? Please contact me at [PHONE/EMAIL/CALENDAR LINK] to set up a time that works for you.

Talk soon,

[YOUR NAME]

Clients setting up Hubdoc themselves

Send this email to your clients who are the subscribers of their Xero organization if you'd like them to set up Hubdoc before their onboarding session with you. Modify it to suit your timeline and tone of voice.

Subject line: Getting ready for Hubdoc setup

Text:

Hi [INSERT CLIENT NAME],

Thank you for taking the time to discuss Hubdoc with me. I’m excited to work with you and this awesome tool.

Before we meet, it would be great if you could set up Hubdoc using the instructions below. Then I’ll talk you through how to use it when we meet.

Set up your Hubdoc account:

 

  • Log in to your Xero organization.
  • Click the organization name, then select Hubdoc.
  • Agree to the Hubdoc Terms of Use, Privacy Policy & Ownership Terms, then click Set up Hubdoc.
  • Click I’m new to Hubdoc, then click Small business.
  • Select the Xero organization you want to connect, then click Allow access.
  • Click Allow access to enable single sign on and activate your organization.
  • Download the Hubdoc mobile app so you can take photos and submit paper receipts:

If you have any questions, get in touch at [PHONE/EMAIL].

Thank you

[YOUR NAME]

Onboarding follow-up

You can send this email after your Hubdoc onboarding session. It’s a good chance to remind clients of the ongoing things they need to do. Please modify as necessary.

Subject Line: You’re ready to go with Hubdoc

Text:

Hi [INSERT CLIENT NAME],

You’re now officially ready for Hubdoc as part of your day-to-day bookkeeping.

I wanted to follow up with a few reminders:

  1. Submitting your paper documents and receipts: I’ve sent you a [weekly/bi-weekly/monthly]  recurring calendar invite. Use this time to take photos of your paper receipts (if you can’t do so on-the-go). Pro-tip: Set up a forwarding rule in your email account to forward any recurring bills straight into Hubdoc.

  2. [For clients who have created their own Hubdoc organization from within Xero]: To access your Hubdoc organsation going forward, login in to your Xero client organization, click your organization name, then select Hubdoc. Then click Sign in with Xero to go straight to your Hubdoc dashboard. 

  3. Anything else: [Insert any additional resources, reminders, or instructions here.]

Let me know if you have any questions when you start submitting your documents to Hubdoc. You can also go to Xero Central for 24/7 assistance.

Regards

[YOUR NAME]

Hubdoc partner guides

More information

All sections

Overview

  1. Choosing clients
  2. Communicating value
  3. Making a plan
  4. Onboarding clients

Next section

Making a plan

Hubdoc can help reduce much of the back-and-forth that goes on to collect documents from your clients. However, it doesn't eliminate the need for good collaboration between you both.

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