Bookkeeping: Client onboarding and communication

Sommario

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

Sulla base dell'esperienza di altre aziende che utilizzano il nostro sistema, possiamo consigliarti di esplorare il TaxDome caratteristiche più rilevanti per i contabili. Consideriamo l'esempio di onboarding un nuovo cliente di contabilità e come si presenta dal punto di vista della comunicazione.

Mancia

Immergiti in questo articolo non appena hai finito di leggere TaxDome onboarding e la costituzione iniziale dello studio di contabilità.

Onboard new bookkeeping clients

Non importa quali processi contabili hai in atto, quando si tratta onboarding ,tutti i nuovi clienti vengono onboardati in modo simile. È necessario raccogliere alcune informazioni generali sulla loro azienda, preparare una proposta in base alle loro esigenze, ottenere il primo pagamento e quindi aggiungerle ai principali processi ricorrenti. Da onboarding ha passaggi predefiniti, potrebbe anche essere automatizzato. Guarda questo video per vedere come TaxDome può aiutare.

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.