Bookkeeping: Client onboarding and communication

Table des matières

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

Sur la base de l’expérience d’autres entreprises qui utilisent notre système, nous pouvons vous recommander d’explorer les TaxDome caractéristiques les plus pertinentes pour les comptables. Prenons l'exemple de onboarding un nouveau client de comptabilité et à quoi cela ressemble du point de vue de la communication.

Conseil

Plongez dans cet article dès que vous avez terminé votre TaxDome onboarding et la création initiale du cabinet de comptabilité.

Onboard new bookkeeping clients

Quels que soient les processus comptables que vous avez mis en place, lorsqu'il s'agit de onboarding , tous les nouveaux clients sont intégrés de la même manière. Vous devez collecter des informations générales sur leur entreprise, préparer une proposition en fonction de leurs besoins, obtenir le premier paiement, puis les ajouter à vos principaux processus récurrents. Depuis onboarding a des étapes prédéfinies, il pourrait également être automatisé. Regardez cette vidéo pour voir comment TaxDome peut aider.

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.