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It’s the time to simplify your bookkeeping processes with TaxDome
Welcome to the TaxDome Bookkeeping cheat sheet! Here we have collected everything you should know to expand your knowledge base and speed up your bookkeeping practice with TaxDome.
More on this in the TaxDome for Bookkeepers course in our Academy.
1. Set Up TaxDome for Bookkeeping
- Create different bookkeeping tags to separate accounts of different types
- Create different folder structures for your tax and accounting clients and learn how to apply them in bulk
- Include any custom data you like when working with your clients by using custom fields
- Create separate spreadsheets for each client group and import them to TaxDome with different settings
2. Configure the Bookkeeping Processes in TaxDome
- Map your bookkeeping processes to automate your workflow
- Digitize your bookkeeping processes by converting them into TaxDome pipelines
- Set up a schedule for recurring bookkeeping jobs to handle repetitive processes
- Separate processes with varying time frames by assigning different recurrency settings
- Tweak the recurring jobs for different clients to unify your pipelines
3. Communicate with New and Existing Clients
- Automate onboarding of new bookkeeping clients by setting up your onboarding process
- Use organizers to get information from clients faster and more effectively
- Increase the efficiency of your communication with clients using chats with jobs
- Create custom contracts for bookkeeping clients based on an editable template to reduce the risk of issues coming up in the future
- Need some documents from different people related to your business clients? Request them in the easiest way, no portal access needed!
- Share documents with the third parties, such as a different tax preparer.
More questions?
Here are the top four ways to find answers:
- Visit the TaxDome Help Center, and use the search bar to find the desired topic.
- Book a one-on-one call with someone from our team.
- Check out the resources on the Get Help Page.
- Reach out to our Customer Success team by email.
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TaxDome for Bookkeepers: a Simple Checklist
It’s the time to simplify your bookkeeping processes with TaxDome
Welcome to the TaxDome Bookkeeping cheat sheet! Here we have collected everything you should know to expand your knowledge base and speed up your bookkeeping practice with TaxDome.
More on this in the TaxDome for Bookkeepers course in our Academy.
1. Set Up TaxDome for Bookkeeping
- Create different bookkeeping tags to separate accounts of different types
- Create different folder structures for your tax and accounting clients and learn how to apply them in bulk
- Include any custom data you like when working with your clients by using custom fields
- Create separate spreadsheets for each client group and import them to TaxDome with different settings
2. Configure the Bookkeeping Processes in TaxDome
- Map your bookkeeping processes to automate your workflow
- Digitize your bookkeeping processes by converting them into TaxDome pipelines
- Set up a schedule for recurring bookkeeping jobs to handle repetitive processes
- Separate processes with varying time frames by assigning different recurrency settings
- Tweak the recurring jobs for different clients to unify your pipelines
3. Communicate with New and Existing Clients
- Automate onboarding of new bookkeeping clients by setting up your onboarding process
- Use organizers to get information from clients faster and more effectively
- Increase the efficiency of your communication with clients using chats with jobs
- Create custom contracts for bookkeeping clients based on an editable template to reduce the risk of issues coming up in the future
- Need some documents from different people related to your business clients? Request them in the easiest way, no portal access needed!
- Share documents with the third parties, such as a different tax preparer.
More questions?
Here are the top four ways to find answers:
- Visit the TaxDome Help Center, and use the search bar to find the desired topic.
- Book a one-on-one call with someone from our team.
- Check out the resources on the Get Help Page.
- Reach out to our Customer Success team by email.
