🧮 Contabilidad: Incorporación y comunicación con el cliente
Based on the experience of other firms that are using our system, we can recommend you explore the TaxDome features that are most relevant for bookkeepers. Let's consider the example of onboarding a new bookkeeping client and what that looks like from a communications standpoint.
Tip! Dive into this article as soon as you finish your TaxDome onboarding and the initial bookkeeping firm setup.
Cubierto aquí:
- Incorporación de nuevos clientes de contabilidad
- Solicitar información a los clientes a través de los organizadores
- Obtenga respuestas de los clientes más rápidamente y lleve un registro de sus conversaciones
- Create Custom Proposals
- Obtenga información importante de terceros en documentos
- Compartir documentos con terceros
Incorporación de nuevos clientes de contabilidad
No matter what bookkeeping processes you have in place, when it comes to onboarding,all new clients are onboarded in a similar way. You need to collect some general information about their company, prepare a proposal based on their needs, get the first payment, and then add them to your main recurrent processes. Since onboarding has predefined steps, it could be automated, too. Watch this video to see how TaxDome can help.
Solicitar información a los clientes a través de los organizadores
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.
Obtenga respuestas de los clientes más rápidamente y lleve un registro de sus conversaciones
Oftentimes, you need to ask your clients questions about various entries – like “Hey, what was this $100 transaction for?” In TaxDome, you can have all this back-and-forth in one place thanks to the messaging/chats feature.
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.
Obtenga información importante de terceros en documentos
Los contables necesitan saber cómo un tercero puede cargar documentos. A menudo esto ocurre porque se puede tratar con muchas personas diferentes que trabajan para una empresa concreta. Para ello se pueden utilizar las solicitudes de documentos.
Compartir documentos con terceros
A veces es necesario compartir un estado financiero u otro documento con terceros. Por ejemplo, usted lleva la contabilidad de una pequeña empresa hasta final de año. Entonces, su preparador fiscal necesita acceder a todas las finanzas del negocio para preparar la declaración de la renta.
Tip: Check out the TaxDome Academy comprehensive course on using TaxDome for Bookkeepers.