Prepara il tuo portale per invitare i clienti

Benvenuti a TaxDome Questa guida ti aiuterà a configurare efficacemente il tuo portale per la gestione dei clienti. Imparerai come strutturare le informazioni dei clienti, importare dati esistenti, organizzare i documenti e personalizzare le comunicazioni con i clienti per creare un'esperienza efficiente. flusso di lavoro .

Capire accounts e contatti

Prima di aggiungere clienti al tuo portale, è importante capire come TaxDome organizza le informazioni del cliente attraverso accounts e contatti.

• Contacts & Accounts : Learn how to organize married couples, business entities or family groups under one account while maintaining separate contact profiles. This structure helps when working with households that need shared tax documents but separate communications.

• Contact toggles : Configure which contacts receive portal access, notifications and emails. Use these settings to control who gets deadline reminders or document requests within the same account.

• Test client accounts : Create sample accounts to see the exact client experience before inviting actual clients. This helps identify any configuration issues in your portal setup.

Nota

Configurato correttamente accounts e i contatti prevengono problemi come consentire a contatti non autorizzati di firmare proposte o creare duplicati accounts per individui imparentati.

Muovi il tuo CRM dati a TaxDome

Importazione del database clienti esistente in TaxDome richiede una pianificazione per garantire che tutte le informazioni vengano trasferite correttamente:

• Export a client list from your current software : Step-by-step instructions for exporting client data from common tax and accounting software, including field mapping considerations.

• Prepare your CSV file for import : Format your client data to match TaxDome’s import requirements. This includes mapping fields like names, contact information and tax identifiers. Also, you need to ensure spouse/dependent relationships are properly structured.

• Import your CRM data to TaxDome : Execute the import process, which includes validation steps, error handling, and post-import verification, to ensure data integrity.

• Import a CSV file with taxpayer and spouse on one row : Special instructions for importing household data where taxpayer and spouse information is contained in a single record in your source system.

Mancia

Esegui un'importazione di prova con un piccolo campione di clienti che includa vari tipi di relazione per verificare che la struttura dei dati funzioni correttamente prima di importare l'intera base clienti.

Esplora il Accounts lista

L'elenco Accounts funge da interfaccia principale per la gestione dei clienti. Imparare a utilizzare le sue funzionalità in modo efficiente migliorerà la tua flusso di lavoro :

• Learn bulk actions : Perform operations on multiple accounts simultaneously, such as sending requests to all clients missing specific forms, applying tags to categorize clients, or assigning accounts to team members.

• Discover the power of filters : Create and save filters to quickly identify client segments based on specific criteria. For example, filter by filing status, assigned preparer, service type or organizer status to focus on relevant client groups during different workflow phases.

  

Sposta i tuoi documenti su TaxDome

Una gestione efficace dei documenti è essenziale per la collaborazione con i clienti. Ecco come configurare il tuo sistema documentale:

• Understand the Documents: overview : Learn TaxDome’s document organization structure, including private and shared folders, document statuses and version control. This system helps separate internal working files from client-facing documents.

• Install Desktop App with TD Drive - TaxDome Drive works the same way as Dropbox or Google Drive letting you quickly copy files to TaxDome without need to open web portal. You can also easily open and edit files already stored at TaxDome.

• Document migration strategies : Different methods for transferring existing documents based on your current storage system. Includes bulk upload procedures, folder mapping, and metadata preservation when importing from other document management systems.

Nota

L'implementazione di modelli di cartelle standardizzati prima della migrazione garantisce un'organizzazione coerente dei documenti su tutti i client accounts e semplifica l'accesso dei membri del team ai file critici.

Imposta notifiche/personalizzazioni per i tuoi clienti

Configura il modo in cui i tuoi clienti interagiscono con la tua azienda tramite il portale:

• Explore manual and automated reminders : Configure notification rules for document deadlines, outstanding information requests and payment reminders. Define which events trigger client notifications and customize reminder frequency.

• Emails from firms to clients : Set up email templates for common communications.

• Customize client portal : Adjust portal settings to match your firm’s workflow, including enabling/disabling specific features, adding firm branding elements and configuring client-facing job statuses.

Condividere

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