Hubly

We're excited to help you get up and running!

Welcome to the Hubly Academy

Not sure where to start? No need to stress, we've prepared this helpful guide to help.

Choosing A Topic To Get You Started

Instructions for creating tag groups and streams.

How to Create a Tag or Stream in Hubly

Ron Gorodetsky

Meghan Rutherford

Learn how to create and fine-tune Workflows for common processes.

Academy

A step-by-step guide to help you plan out your new client onboarding process so that you can easily see where every client is.

Planning Better Workflows for New Client Onboarding

A step-by-step guide to help you plan out your process to manage the scheduling, preparation, and follow-up of Client Review Meetings.

Planning Better Workflows for Client Review Meetings

A step-by-step guide to help you plan out your Workflows to manage ongoing client service needs and requests.

Planning Better Workflows for Ongoing Client Service

A step-by-step guide to help you plan out your in-house tax preparation process and get your firm ready for tax season next year.

Planning Better Workflows for Tax Preparation

Topic Training

A step-by-step guide to help you get your team aligned on core challenges, goals, and definition of success

Creating Alignment Amongst Your Team

A step-by-step guide to help you successfully get your team up and running with their Workflows in Hubly

Getting Started Checklist For Teams

Getting your team up and running

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