Bookkeeping: Client onboarding and communication
TaxDome システムをご利用いただいている他の企業様の経験に基づき、TaxDome 機能のうち簿記担当者様に最も適したものをご紹介いたします。新規記帳クライアントのオンボーディングを例にとって、コミュニケーションの観点から考えてみましょう。
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TaxDome オンボーディングと最初の記帳代行会社のセットアップが終わったら、すぐにこの記事に飛び込んでください。Onboard new bookkeeping clients
どのような記帳プロセスを導入していても、オンボーディングに関しては、すべての新規顧客は同じような方法でオンボーディングされます。顧客の会社に関する一般的な情報を収集し、ニーズに基づいた提案書を作成し、最初の支払いを受け、その後、主要な経常プロセスに追加する必要があります。オンボーディングにはあらかじめ定義されたステップがあるため、自動化も可能です。TaxDome 。
Request info from clients via organizers
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.
Get responses from clients faster and keep track of your conversations
When reviewing your client’s bookkeeping transactions, you often need clarification about specific entries—like “What was this $100 transaction for?” or “Can you provide a receipt for this expense?” In TaxDome, you can ask questions directly within the Transactions section and track responses in one place.
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.
Get important docs from third parties
Bookkeepers need to know how a third party can upload documents. Often this happens because you might deal with lots of different people who work for a particular business. This could be done by using Document Requests .
Share documents with third parties
Sometimes you need to share a financial statement or another document with a third party . For example, you do the books for a small business until the end of the year. Then, their tax preparer needs access to all the financials of the business to prepare the tax return.
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Check out the TaxDome Academy comprehensive course on using TaxDome for Bookkeepers.この記事は役に立ちましたか？
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