Bookkeeping: Client onboarding and communication

Índice

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

Basándonos en la experiencia de otras empresas que utilizan nuestro sistema, podemos recomendarte que explores las funciones TaxDome más relevantes para los contables. Consideremos el ejemplo de la incorporación de un nuevo cliente de contabilidad y cómo se ve desde el punto de vista de las comunicaciones.

Consejo

Sumérgete en este artículo en cuanto termines tu incorporación a TaxDome y la configuración inicial de empresa contabilidad.

Onboard new bookkeeping clients

Independientemente de los procesos de contabilidad que tenga en marcha, en lo que respecta a la incorporación, todos los nuevos clientes se incorporan de forma similar. Es necesario recopilar información general sobre su empresa, preparar una propuesta basada en sus necesidades, obtener el primer pago y, a continuación, añadirlos a los principales procesos recurrentes. Dado que el onboarding tiene pasos predefinidos, también podría automatizarse. Vea este vídeo para saber cómo puede ayudarle 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.