🧮 Bogføring: Indledende TaxDome Opsætning

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.

Udfør de generelle onboarding trin, før du fortsætter, så du er fortrolig med det grundlæggende på TaxDome .

Tip: Download denne enkle tjekliste for at følge dine fremskridt.

Dækket her:

• Brug tags til at adskille konti af forskellige typer
• Opret en mappestruktur til dine bogføringskunder
• Opsæt brugerdefinerede felter
• Eksporter og importer dine kunder i grupper

Goal: To create custom tags, CRM fields, and client folders that will help you in your everyday work.

Anbefalede trin: Gør det med det samme!

• 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.

• Opret en mappestruktur til dine bogføringskunder. Da du allerede har grupper for dine kunder, kan du overveje, hvordan deres mappestruktur varierer afhængigt af de tjenester, du tilbyder.

• 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. The last piece of advice on setting up your CRM so that your practice runs smoothly is to create separate spreadsheets for each client group. When you are ready for the import, you should upload these spreadsheets one by one.

Tip: Check out TaxDome Academy for a comprehensive course on using TaxDome for Bookkeepers.