𧟠Bokföring: Inledande TaxDome Setup
Greetings, Bookkeeper! Before transferring your clients to TaxDome, itâs 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.
Genomför de allmÀnna onboarding -stegen innan du fortsÀtter sÄ att du Àr bekant med grunderna för TaxDome .
Tips: Ladda ner denna enkla checklista för att följa dina framsteg.
TÀckt hÀr:
- AnvÀnd taggar för att separera konton av olika typer
- Skapa mappstruktur för dina bokföringskunder
- Konfigurera anpassade fÀlt
- Exportera och importera dina kunder i grupper
Goal: To create custom tags, CRM fields, and client folders that will help you in your everyday work.
Rekommenderade steg: Gör detta direkt!
- 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, theyâll come in handy to filter your accounts and to set up pipeline automations.
- Skapa en mappstruktur för dina bokföringskunder. Eftersom du redan har grupper för dina kunder kanske du vill fundera pÄ hur deras mappstruktur skiljer sig Ät beroende pÄ vilka tjÀnster du tillhandahÄller.
- 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.
Tips: Kolla in TaxDome Academy för en omfattande kurs om hur man anvÀnder TaxDome för bokförare.