🧮 Bogføring: Kunde Onboarding og kommunikation

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.

Dækket her:

• Nye kunder inden for bogholderi
• Anmod om oplysninger fra kunder via arrangører
• Få hurtigere svar fra kunder, og hold styr på dine samtaler
• Create Custom Proposals
• Få vigtige dokumenter fra tredjeparter
• Del dokumenter med tredjeparter

Nye kunder inden for bogholderi

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.

Anmod om oplysninger fra kunder via arrangører

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.

Få hurtigere svar fra kunder, og hold styr på dine samtaler

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.

Få vigtige dokumenter fra tredjeparter

Bogholdere har brug for at vide, hvordan en tredjepart kan uploade dokumenter. Det sker ofte, fordi man har at gøre med mange forskellige mennesker, der arbejder for en bestemt virksomhed. Det kan gøres ved at bruge Document Requests.

Del dokumenter med tredjeparter

Nogle gange har man brug for at dele et regnskab eller et andet dokument med en tredjepart. For eksempel fører du regnskab for en lille virksomhed indtil slutningen af året. Derefter skal deres skatterådgiver have adgang til alle virksomhedens økonomiske oplysninger for at kunne udarbejde selvangivelsen.

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