Bookkeeping: Client onboarding and communication

Tabla de conținut

Onboard new bookkeeping clients
Request info from clients via organizers
Get responses from clients faster and keep track of your conversations
Create custom proposals
Get important docs from third parties
Share documents with third parties

Pe baza experienței altor firme care utilizează sistemul nostru, vă putem recomanda să explorați TaxDome caracteristicile cele mai relevante pentru contabili. Să luăm în considerare exemplul integrării unui nou client în domeniul contabilității și cum arată acest lucru din punct de vedere al comunicării.

Sfat

Citește acest articol imediat ce termini TaxDome integrarea și înființarea inițială a firmei de contabilitate.

Onboard new bookkeeping clients

Indiferent de procesele de contabilitate pe care le aveți în vigoare, atunci când vine vorba de integrare, toți clienții noi sunt integrați într-un mod similar. Trebuie să colectezi câteva informații generale despre compania lor, să pregătești o propunere bazată pe nevoile lor, să obții prima plată și apoi să îi adaugi la principalele tale procese recurente. Deoarece onboarding are etape predefinite, ar putea fi și automatizat. Urmăriți acest videoclip pentru a vedea cum vă poate ajuta TaxDome .

Request info from clients via organizers

Organizers are much more convenient than regular PDF forms because your clients don’t need any other software to complete them. For example, you can request business documents and company info before sending your clients a proposal—copy the Business Documents Required organizer template from our library and edit it as needed.

Get responses from clients faster and keep track of your conversations

When reviewing your client’s bookkeeping transactions, you often need clarification about specific entries—like “What was this $100 transaction for?” or “Can you provide a receipt for this expense?” In TaxDome, you can ask questions directly within the Transactions section and track responses in one place.

Create custom proposals

Firms are different, so when you provide bookkeeping services, you usually can’t send them proposals via automation. Instead, you can have a list of services with prices and a general proposal template that is manually edited for every unique client.

Get important docs from third parties

Bookkeepers need to know how a third party can upload documents. Often this happens because you might deal with lots of different people who work for a particular business. This could be done by using Document Requests .

Share documents with third parties

Sometimes you need to share a financial statement or another document with a third party . For example, you do the books for a small business until the end of the year. Then, their tax preparer needs access to all the financials of the business to prepare the tax return.