大手企業の通常の監査プロセス

If you own or work at a large firm with hundreds or even thousands of clients, you probably have an admin who regularly audits your automated processes to make sure everything runs smoothly. Here, we show you what an admin might regularly check and do.

備考

定期的なタスクの作成 for your admin for each audit process you want them to perform.

メール同期チェック

Every client should have Email sync enabled so that any email they send is available in their account profile for all assigned team members. 

Even if the team member in charge went on vacation, another team member would still be able to check the account email. To make sure clients have email sync on:

• アカウントプロフィールの「情報」タブに移動します。

• Ensure that the Email sync box is checked.

To find out more about email sync, go here . 

口座名義人チェック

チームメンバーは、1つ以上のアカウントに実際にアクセスできるようになるまでは、TaxDome でできることが制限されます。そのため、チームメンバーが仕事をするために必要なアカウントとアクセス権にアクセスできるようにすることが重要です。

Generally, team members are assigned to accounts as new ones are created. To assign a team member to an existing account:

1. Go to Clients > Accounts, then click the client’s name (or find them using the search field).

2. In the Info section, click Edit next to Account info. Add team members in the Team members field.

3. Click Continue, then Save.

If you use the Update account access automation in pipelines to assign accounts to team members, those pipelines should be checked regularly. Temp staff, for example, might be processing tax returns during tax season and would need to be added to the automation. 

パイプラインの可用性チェック

A team member doesn’t necessarily have access to a pipeline that contains a job for one of their client accounts; they must be added to the pipeline in the Available to field first. Whenever a firm gets new team members, they should be added to all the pipelines they’ll need access to. Here’s how: 

1. Open the pipeline you want to add one or more team members to.

2. Click Settings.

3. Add team members in the Available to field. For more details, read this article .

備考

When you want team members to have access to a task or job template, add them to the assignees field .

署名優先度チェック

電子署名を確定申告書や2人の署名者が必要なその他の書類に使用する場合は、クライアントが適切な署名優先権を持っていることを確認してください。これは、共同申告をする新規の顧客には特に重要です。 

• Go to the Info tab of the client account, then click Priority in the Contacts section.

• Review the signing priority, make any necessary changes, then click Save.

Read this article for more details on signing priority.

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