🧮 Bokføring: Innledende TaxDome Oppsett

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.

Complete the general onboarding steps before you proceed so that you are familiar with the TaxDome basics.

Tips: Last ned denne enkle sjekklisten for å følge med på fremgangen din.

Dekket her:

• Bruk tagger til å skille mellom ulike typer kontoer
• Lag en mappestruktur for bokføringskundene dine
• Konfigurer egendefinerte felt
• Eksporter og importer kunder i grupper

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

Anbefalte tiltak: Gjør dette med en gang!

• 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.

• Lag en mappestruktur for bokføringskundene dine. Siden du allerede har grupper for kundene dine, kan det være lurt å tenke på hvordan mappestrukturen varierer avhengig av hvilke tjenester du tilbyr.

• 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.