🧮 Bokføring: Kunde Onboarding og kommunikasjon

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.

Dekket her:

• Ta i mot nye bokføringskunder
• Be om informasjon fra kunder via arrangører
• Få raskere svar fra kundene og hold oversikt over samtalene dine
• Create Custom Proposals
• Få viktige dokumenter fra tredjeparter
• Dele dokumenter med tredjeparter

Ta i mot nye bokføringskunder

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.

Be om informasjon 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 raskere svar fra kundene og hold oversikt over samtalene dine

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 viktige dokumenter fra tredjeparter

Regnskapsførere må vite hvordan en tredjepart kan laste opp dokumenter. Dette skjer ofte fordi du kan ha kontakt med mange forskjellige personer som jobber for en bestemt virksomhet. Dette kan gjøres ved hjelp av dokumentforespørsler.

Dele dokumenter med tredjeparter

Noen ganger må du dele et regnskap eller et annet dokument med en tredjepart. Du fører for eksempel regnskapet for en liten bedrift frem til slutten av året. Deretter trenger skatterådgiveren tilgang til bedriftens regnskap for å kunne utarbeide selvangivelsen.

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