Bookkeeping: initial TaxDome setup

Greetings, Bookkeeper! Before transferring your clients to TaxDome, it’s a good idea to take several steps to set up your CRM. Even if you are already familiar with all these settings, we strongly recommend you read this article, because it contains information that applies specifically to bookkeeping. Complete the general onboarding steps before you proceed so that you are familiar with the TaxDome basics.

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Separate accounts of different types by tags based on the type of services you offer. For example Monthly, Quaterly, Tax+Bookeeping, etc. You can immediately start applying them while you import . Later, they’ll come in handy to filter your accounts and to set up pipeline automations .
Create folder structure for your bookkeeping clients . Since you already have groups for your clients, you might want to think about how their folder structure differs depending on the services you provide.
Set up custom fields . These fields can include any custom data you are using when working with your clients: Company size, Industry, Custom name, Business name, EIN. You can use that info as shortcodes in messages, emails and other entities to save time and add a personal touch.
Export and import your clients in groups. Create separate spreadsheets for each client group. When you are ready for the import , you should upload these spreadsheets one by one.