🧮 Buchführung: Erstmalige TaxDome Einrichtung

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.

Tipp: Laden Sie diese einfache Checkliste herunter, um Ihre Fortschritte zu verfolgen.

Hier abgedeckt:

• Verwenden Sie Tags , um Konten unterschiedlicher Art zu trennen.
• Erstellen Sie eine Ordnerstruktur für Ihre Buchhaltungskunden
• Benutzerdefinierte Felder einrichten
• Exportieren und Importieren Ihrer Kunden in Gruppen

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

Empfohlene Schritte: Tun Sie dies sofort!

• 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.

• Erstellen Sie eine Ordnerstruktur für Ihre Buchhaltungskunden. Da Sie bereits Gruppen für Ihre Kunden haben, möchten Sie vielleicht darüber nachdenken, wie sich deren Ordnerstruktur je nach den von Ihnen angebotenen Dienstleistungen unterscheidet.

• 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.