For accounting firms Client document collection that runs itself.
VAT, year-end, a new hire, a new vehicle: the right request goes out on its own, and so do the reminders.
Seven moments when Hubflow works for you.
Pick a moment: here’s what Hubflow asks your client for.
Monthly VAT
Every month · CollectOn the 1st of the month, before the return is due.
- A recurring request created automatically on the 1st of every month
- Reminders on day 5 and day 10, stopped as soon as everything is in
- Late clients spotted before the deadline
Year-end closing
Once a year · CollectIn the weeks after the financial year ends.
- The Year-end accounts template, with its conditional documents
- Deadline and reminders aligned with your production schedule
- Tax return package and accounts sent to the client with proof
New vehicle
One-off · CollectAs soon as the client announces buying or leasing a vehicle.
- A request sent in one click from the “Vehicle purchase” template
- Documents checked on upload: readable PDFs, right number of files
- A fixed asset documented from day one
Hiring an employee
One-off · CollectBefore the new employee’s first payroll.
- The link sent straight to the employee, without going through your client
- A complete file before payroll
- Your client tracks progress without calling you
Company formation
One-off · CollectWith the engagement letter, before registration.
- One participant per partner, each with their own link
- Individual reminders until the file is complete
- Kbis extract and final articles then shared in a resource
Financing application
One-off · SendWhen the client is preparing a loan or a fundraise.
- Last three annual accounts
- Financial forecast
- Recent bank statements
- Kbis extract less than 3 months old
- Director’s ID document
- Documents collected from the client
- The file sent to the bank with proof of delivery
- A fingerprint that proves what was sent
Tax audit
One-off · ShareOn receipt of the tax audit notice.
Read-only · until Nov 30
- Supporting documents gathered from the client in a few days
- A shared resource with limited, expiring access
- A log of who viewed what
How much does collecting your clients’ documents cost you?
Move the sliders: the math runs on your own numbers.
Reminder emails and calls, missing statements, invoices to request again, files to rename before data entry: count all the time spent before the actual work starts.
This time costs you 17 times the price of Hubflow.
Get these hours backEverything in one place.
Your requests, shared documents, sends and clients, in a single app.
Track every file.
One link per client, documents checked as soon as they arrive.
Launch a request in one click.
Your document lists, ready to send in one click.
Hubflow follows up for you.
Reminders and recurring requests go out on their own.
Share without losing control.
A space for documents you share, with controlled access.
Send with proof.
Sensitive documents sent with proof.
Find all your clients.
Your clients organized in lists, invited in one click.
Ready from day one.
We set up Hubflow with you: your templates, your reminders, your clients.
- Your 7 moments set up: Monthly VAT, Year-end closing, New vehicle, Hiring an employee…
- Ready-to-use templates: Monthly collection, Year-end accounts, Vehicle purchase, Company formation
- Scheduled recurring requests: Monthly VAT
- Automatic reminders in your name, which stop on their own
- Collect, Share and Send in the same workspace
- Setup done with you, no commitment
Premium at €100 per month for up to 10 team members. Firm plan on quote for multi-site organizations.
Book my demo See the plansFinancial data hosted in France, per-team-member access with roles, an audit log that supports quality control.
Accountant — Monthly collection
The month’s documents, requested automatically from each client on the 1st.
See the templateAccountant — Year-end accounts
The accounting documents for the fiscal year-end close.
See the templateAccountant — Vehicle purchase
The documents to capitalize and track a company vehicle.
See the templateAccountant — Company formation
The company registration file, with one participant per partner.
See the templateWhat changes for you.
What our clients say.
Your documents stay yours.
Financial data hosted in France, per-team-member access with roles, an audit log that supports quality control.
Cheaper than an hour of follow-ups.
Unlimited files, clients and storage. You only pay for your team.
- Unlimited requests
- Unlimited participants
- Unlimited storage
- 3 team members
- Unlimited requests
- Unlimited participants
- Unlimited storage
- 10 team members
- Unlimited team members
- Workspace and templates set up with you
- Dedicated support
- Annual billing
Your workspace is opened and set up with you after the demo: you’re up and running from the very first file.
Your questions.
Can I connect Hubflow to my accounting software?
Yes, through the API and webhooks: each complete file can trigger an export to your tool.
Do my clients need to change their habits?
Barely: they get a link, upload, and see what’s missing. No account, no app to install.
How many clients can I handle?
As many as you like: requests and participants are unlimited on every plan.
Do my clients need to create an account?
No. Each client gets a personal link and uploads their files from their browser, with no account or password.
Why a demo rather than a sign-up?
Every workspace is opened by our team: we set it up with your templates, contacts and reminder rules, so you’re up and running from the very first file.
Where are documents stored?
Files are encrypted and hosted in France. Every send can be proven with a SHA-256 fingerprint and a sealed log.
Does Hubflow connect to my tools?
Yes. Signed webhooks notify you of every event (request created, file received, send signed…) and API keys let you connect your CRM, document management system or automations.
Can I use my own document lists?
Yes. Create your own templates and standard documents with their rules, or start from the 16 industry templates provided and adapt them.