Bookkeeping: Client onboarding and communication

Table of Contents

Onboard new bookkeeping clients
Request info from clients via organizers
Get responses from clients faster and keep track of your conversations
Create custom proposals
Get important docs from third parties
Share documents with third parties

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.

Onboard new bookkeeping clients

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.

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.