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  1. Hubdoc Helpdesk
  2. I'm an Accountant/Bookkeeper
  3. Adding New Clients

Adding New Clients

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  • Set Up a Client Organization on the Client's Behalf
  • Client Pre-Set Up Checklist
  • Adding & Inviting New Clients to Hubdoc
  • Creating an Outlook Email Alias
  • Pay for an Existing Hubdoc Account
  • Creating a Gmail Email Alias
  • Transfer a Client’s Payment Between Firms
  • Take Over Payment From Your Client

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